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Setting Up Your CMA Profile

The CMA profile feature allows you to save and reuse your personal and business information across all your CMAs. Instead of manually entering your details each time you create a new CMA, you can set up a profile once and apply it instantly to any CMA you're working on.

How to setup your first profile for CMAs and Appraisals

  1. Open your CMA Centre by 1) clicking the waffle menu and CMA  or 2) CMA button above and to the right of the address search

2. In the CMA Dashboard, click on the person icon located at the top right corner of the screen to create a New Profile

3. Click Select Profile

4.  Then click +New Profile to start creating your profile

5. Enter your Profile Name. This name helps you identify different profiles if you create multiple ones.

6. Fill in your profile details including First and Last name, email address, website URL, company name, and business address in the corresponding fields.

7. If you'd like to add a photo or logo, upload an image by clicking Photos and Add Image

8. Once all your details are filled in, click the Create button to save your profile. Your profile is now stored and ready to use

How to apply your saved profile to CMAs and Appraisals

  1. Open your CMA and go to the final CMA Design Studio page
  2. In the left navigation bar, locate the My Details section within the editing panel
  3. Click Select my Profile to get a dropdown menu and select your saved profile (for example, "My Profile"). Your saved information—including name, contact details, and uploaded image—will automatically populate throughout the CMA.

Managing multiple profiles

The profile feature supports multiple profiles, allowing you to maintain separate profiles for different business contexts or team members. Each profile you create appears in the My Details dropdown menu in the CMA Design Studio for each new CMA you create.

FAQs

Can I edit my profile after creating it? 

Yes, you can edit your saved profile at any time by clicking the person icon at the top of the CMA Dashboard and selecting your existing profile from the list. Make your changes and click Save to update the profile.

Do I need to create a new profile for each CMA? 

No, once you create a profile, you can apply it to unlimited CMAs. The profile feature is designed to save you time by storing your information for reuse.

Can I delete a profile? 

Yes, you can delete profiles you no longer need by clicking on the person icon at the top right of your CMA Dashboard and selecting profile you want, then click the delete option for the specific profile.

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