---
title: "Information"
slug: "my-information-information"
updated: 2026-07-27T23:33:44Z
published: 2026-07-27T23:33:44Z
canonical: "docs.cotality.com/my-information-information"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Information

### My Information - Information Tab

        
        Review your source contact details. The fields configured in this workspace feed your primary identity profile and transfer automatically to your customer communications, Header & Footer designs, CMA Cover Sheets, and OneHome portal displays.

        

            
            

                
                
                    
                        
                        

Add, update, or review your contact information fields to verify their accuracy.

                        

Modify editable contact parameters like phone numbers, titles, and addresses. Default profile information is pulled directly from your local Board or Association roster database.

                    
                    

                        
                        
                            
                            

Click [here](/docs/my-information-information#) to view the Information tab image. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-my-information-information-A-B.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A31%3A17Z&se=2026-11-06T01%3A31%3A17Z&sr=c&sp=r&sig=7i3MiYiwJ19A3BX3ik7pJ6Omzdoip%2B6iFx7qmtCAKSk%3D)

                        

                        ![My Information contact fields configuration workspace.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-my-information-information-A-B.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A31%3A17Z&se=2026-11-06T01%3A31%3A17Z&sr=c&sp=r&sig=7i3MiYiwJ19A3BX3ik7pJ6Omzdoip%2B6iFx7qmtCAKSk%3D)

                        
                        
                            
                            

Text boxes featuring an active checkmark indicate fields that may be manually edited.

                        

                        
                            
                            

If any locked board fields are incorrect, please contact your Board or Association directly to have it updated at its source.

                        

                      
                

                
                
                    
                        
                        

Select the **Save** button.

                        

Commit your updated contact records to the system database to sync changes across all linked branding layouts instantly.