Your profile and security

Your profile

Click your name at the bottom of the sidebar, then Profile, to open it. Here you can update your details and photo, and change your password.

Your profile details are used across Yapii. For example, Claire uses your name when she introduces herself as your assistant.

Your Profile holds six more things, and everyone has them, whatever their role:

• Sending readiness: what, if anything, is stopping messages going out for you. It names the workspace's Claire mode (including Observe (sends nothing)), whether you have your own phone number or share the workspace one, and anything else in the way. It's the first place to look when you're asking "why hasn't anything sent?".
• Your brokerage details.
• Your calling settings: the outbound number and ring time your owner or admin set for you, shown read only, with a Test call button that rings your own saved phone. To change them, ask your owner or admin. They are set on the Team page.
• My appointment hours: your own booking hours (see Your availability). Until you set them, you use the workspace default.
• Guided tours: whether the short tours open on their own (see below).
• Change password.

Two of the details on your Profile belong to you alone:

• Email signature: text added to the bottom of an email you write to a contact, as long as the signature choice on that email is left on My signature. Choose No signature, or one of the workspace's saved signatures, to send without it.
• Time zone: your own time zone on this workspace. Leave it blank to follow the workspace time zone.
• MLS name and MLS ID, in the Personal Info card. Your teammates see them in the Connected MLS column on the Team page. You can only change your own.

The workspace mailing address

Owners and admins also find a Mailing address card in Settings, Profile, on the Workspace tab, with Street address, City, State, ZIP code and Country. It is the workspace's real postal address. Marketing email has to show one, so Yapii prints your brokerage's address when your workspace has one, and this address otherwise. The country starts as US. Street, city, state and ZIP code are all needed before it saves, and it saves with the rest of the page, so press Save changes. Everyone else sees the address on file, or Not set, and a line saying only owners and admins can change it.

A new owner is asked for it during setup, on the Welcome step, under Business mailing address. It is required to continue, and it starts filled in if the workspace already has one. You can change it later in Settings.

Guided tours

Many pages have a short tour that walks you through them. Tours no longer open by themselves on your first visit to a page. You ask for one when you want it, so a new account is not met with a pop-up on every page.

Many pages have a tour, including Inbox, Reports, Team, Integrations, Campaigns, Automations, Tags and Tasks, and most sections of Settings.

To open a tour, go to the page you want and choose Help in the top bar, then Take a tour of this page. You can do it as many times as you like. The choice only shows on a page that has a tour. Inside Transactions, a tour directory next to Help lists that area's tours.

Each step sits in a small card beside the part of the screen it describes, and the highlight stays on that part as you scroll. The card shows Step 2 of 8 and has Back, Next and Skip. On the last step Next becomes Finish. You can also use the left and right arrow keys, and Esc closes the tour. On a phone the card sits at the bottom of the screen, and a long tour shows a progress bar instead of dots.

Show tours automatically is still a switch under Guided tours on your Profile, and in Settings, under Profile, on the Me tab. It is your own choice and follows your account. Opening a tour from Help works whichever way it is set.

• This setting is yours alone. It doesn't change anything for your teammates.
• It follows your account, so a tour you've read on your laptop stays read on your phone.
• Turning tours back on later doesn't replay the ones you've already seen.
• Take a tour of this page keeps working either way, so turning the switch off never puts a tour out of reach.

Changing your password

1. Open your Profile.
2. In Change password, enter your current password and a new one of at least 8 characters.
3. Save.

Forgotten your password?

1. On the sign-in page, click Forgot password.
2. Enter your email. Yapii always says it has sent an email, even if the address isn't registered, so nobody can use the form to check who has an account.
3. Click the link in the email and choose a new password.

Resetting your password signs you out on every other device and cancels any API keys you created.

Two-step verification

Two-step verification adds a 6-digit code from an authenticator app (such as Google Authenticator or 1Password) each time you sign in.

Owners and admins

Two-step verification is in Settings, under Security. Only owners and admins can open Settings at the moment.

When you turn it on, Yapii also gives you backup codes. Keep them somewhere safe: each one signs you in once if you lose your phone.

Your sessions

Settings, under Security, also lists where you're signed in. You can sign out of one device or all of them. The emails that warn you about a new sign-in, a password change, an API key change or a team change are now under Settings, Notifications, on the Channels tab.

Signing in with Google, Microsoft or your company login

• If your Yapii account has them turned on, Google and Microsoft buttons appear on the sign-in page.
• On the Expansion plan, a workspace can use single sign-on (SSO) through its own identity provider. If SSO is required, you'll be sent to your company's login page instead of using a password. The owner can always sign in with a password.

Your data

Owners

In Settings, under Data & Privacy, the owner can:

• export all the workspace's data. You get an email with a download link that works for 24 hours, and you can run one export a day. The link opens while you are signed in as the owner, and the copy leaves out API keys, saved sign-ins for connected tools and webhook secrets.
• delete the workspace. It's erased for good after 14 days, and until then the owner can restore it.

You can also delete your own account. If you're the only owner of a workspace, transfer ownership or delete that workspace first.