---
title: "My Information"
slug: "my-information"
updated: 2026-07-31T16:21:02Z
published: 2026-07-31T16:58:42Z
canonical: "docs.cotality.com/my-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.

# My Information

### My Information

        
        Manage and sync your unified professional identity across the entire Matrix™ platform. Use this central hub to access dedicated configuration layouts for each profile management segment.

        

            
            

                
                
                    
                        
                        

Click your name in the top right corner of the Matrix™ navigation bar and select **Settings** from the utility dropdown menu.

                        

                    
                    
                        
                        
                            
                            

Click [here](/docs/my-information#) to view the utility menu dashboard toggle. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-1.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A41Z&se=2026-11-06T01%3A39%3A41Z&sr=c&sp=r&sig=e0jUUFUtr3M7ja4na6drgoyntzNah72%2FkLRy2jtbDLw%3D)

                        

                        ![Matrix utility menu highlighting the Settings link option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-1.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A41Z&se=2026-11-06T01%3A39%3A41Z&sr=c&sp=r&sig=e0jUUFUtr3M7ja4na6drgoyntzNah72%2FkLRy2jtbDLw%3D)
                      
                

                
                
                    
                        
                        

Select the **My Information** link from the main Settings grid canvas.

                        

                    
                    
                        
                        
                            
                            

Click [here](/docs/my-information#) to view the core settings dashboard layout. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-2.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A41Z&se=2026-11-06T01%3A39%3A41Z&sr=c&sp=r&sig=e0jUUFUtr3M7ja4na6drgoyntzNah72%2FkLRy2jtbDLw%3D)

                        

                        ![Settings dashboard interface showing the My Information link position.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-2.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A41Z&se=2026-11-06T01%3A39%3A41Z&sr=c&sp=r&sig=e0jUUFUtr3M7ja4na6drgoyntzNah72%2FkLRy2jtbDLw%3D)
                    
                

                
                
                    
                        
                        

Select the interface tab corresponding to the specific branding or profile parameter block you wish to modify.

                        

For step-by-step instructions on configuring individual sections, navigate directly to our dedicated sub-tab feature guides below:

                    

                    
                        
                        
                            
                            

Click [here](/docs/my-information#) to view the top-level tab layout pane. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-3.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A41Z&se=2026-11-06T01%3A39%3A41Z&sr=c&sp=r&sig=e0jUUFUtr3M7ja4na6drgoyntzNah72%2FkLRy2jtbDLw%3D)

                        

                        ![My Information tab bar workspace interface summary.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-3.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A41Z&se=2026-11-06T01%3A39%3A41Z&sr=c&sp=r&sig=e0jUUFUtr3M7ja4na6drgoyntzNah72%2FkLRy2jtbDLw%3D)

                        
                        
                            
                            

Review or modify core account contact parameters via the [Information Tab Article](/docs/my-information-information).

                        

                        
                        
                            
                            

Design custom branding banners for prints and reports via the [Header & Footer Tab Article](/docs/my-information-header-footer).

                        

                        
                        
                            
                            

Configure property valuation report presentations via the [CMA Cover Sheet Tab Article](/docs/my-information-cma-cover-sheet).

                        

                        
                        
                            
                            

Format rich-text signature blocks for automated client correspondence via the [Email Signature Tab Article](/docs/my-information-email-signature).

                        

                        
                        
                            
                            

Manage your public, integrated property search platform settings via the [Agent Webpage Tab Article](/docs/my-information-agent-webpage).