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

  • LinkedIn
  • Twitter
  • Skype ID
  • Facebook link
  • Youtube LInk
  • IG Link

STEP 6

Once done updating your profile, click Update User to Save the changes