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Public Feature Guide
Cowtown Asset and Transaction System (CATS)
Dedicated directions for one feature at a time.
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Workspace

My Profile

Lets users maintain their own profile details without editing access rights.

Who Uses This Feature

All signed-in users Workspace

What This Feature Can Do

  • Edit display name and phone
  • Maintain company or brokerage name
  • Update license details and years in business where relevant
  • Maintain office and mobile details used for intake, routing, and MFA
  • Control private pre-list marketing settings where allowed
  • Link to password reset

How To Use It

  1. Use it whenever personal or brokerage details change.
  2. Keep company, office, and licensing fields current so client and intake autofill stay accurate.
  3. Do not expect role or access changes here; those stay in admin tools.
This page explains the purpose and normal use of the feature. Actual access to the live feature still depends on the signed-in user's approved role and rights.