Add, Edit, Manage Users in your Account

If there is more than one of you in the business, you can add your other team members quickly and easily so that everyone gets to use B2BDash.

This will allow you to all benefit from being on the same page and having just one copy of data and information.

You can also follow the steps below if you're using a separate email for your calendar bookings. This will ensure that the booking gets saved on the correct calendar.

STEP 1

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 + Add New User

STEP 5

Start adding the details of your new user's profile on the right panel that shows up:

Basic Details

Photo - Click the photo to update the picture, choose a professional headshot as you can use this for your signature.
New User's Name
New User's Position
New User's Timezone - this is important so their 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 their login email to B2B Dash
Phone number / Direct Line/ Secondary Line - these are for their contact numbers, you have 3 options if you have multiple lines
Skype - their skypeID
Website - if they have a website, you can add it here

Address

Fill out the address if they 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 their profile, click Update User to Save the changes

FOR NEW USERS

Your new user will receive an email in their inbox coming from support@b2bdash.io with the subject line: You've been added to B2B Dash by <Your Name>. Have your new user check their inbox and look for that email.

Have them click the Login Now Button to proceed to login and use the temporary password.

Once they login for the first time they will be asked to Update their password:

ACCOUNT ACCESS EXPLAINED

ADMIN USER - This user has access to admin panel and can make changes to all settings related to the following:

Account Information
User Management (Add, Remove, Edit)
Billing
Integrations
Dropdowns (Tags)
Product Creation + Settings
Payment Settings
Campaign Setup / Management

STANDARD USER - This user has NO Access to Admin Panel but can view form submissions, booked appointments, Add/Edit contact details, add forms appointments and cart pages.

Deactivating a User

You can deactivate a user by going to the Users Tab and click the 3 dots of the User you wish to deactivate:

Under User access, set it to Inactive (Can NOT log in) and click Update User

Inactive Users will show below the Active list, if you wish to grant access again, just click the 3 dots and select the Active (Can log in) option and click Update User