Add or Edit your Profile in B2B Dash
STEP 1
Login to B2B Dash
STEP 2
Go to the Admin Panel
STEP 3
Go to the Users Tab
NOTE: Your Account MUST HAVE ADMIN RIGHTS in order to add/edit profiles for other users.
STEP 4
Click the 3 dots on the right side of your profile:
STEP 5
You can start editing the details of your profile on the right panel that shows up:
Basic Details
- Photo - Click the photo to update your picture, choose a professional headshot as you can use this for your signature.
- Your name
- Position
- Timezone - this is important so your bookings match your local date/time.
- Active (Can Login) / Inactive (Can NOT Login) / Admin User / Standard User -
- You can set permissions if a user can login (Click Can NOT login if you're turning access off for a user).
- Admin User / Standard User - This sets the access level. Standard Users do not have access to the Admin Panel
Contact Details
- Email - Serves as your login email to B2B Dash as well
- Phone number / Direct Line/ Secondary Line - these are for your contact numbers, you have 3 options if you have multiple lines
- Skype
- Website
Address
Fill out your address if you have a physical office (can be the same with your company addess if you have one). This is optional.
Social Links
- Skype ID
- Facebook link
- Youtube LInk
- IG Link
STEP 6
Once done updating your profile, click Update User to Save the changes