Open Account, then Settings. Fill in your full name, phone number, ID number and address, and choose Save Profile. Your email address cannot be changed, because it identifies your account and your documents. Your details are inserted automatically into the contracts you create, so keep them up to date.
On the Business plan you will also find Broker details: office name, broker license number and your default sale and rental commission. These go into your brokerage forms automatically.
If you do not see Broker details, tick Real estate broker under Professional details, and the section opens.
There are boxes there for vehicle dealers, lawyers and accountants too, on any plan with templates. Only the details of what you tick are saved, and in a template a text field can fill them in by itself.