Change company name
Step 1
Click on the icon shown in picture to visit Company page.
Step 2
In Company page, you can change the company name in the Company Info section.
Reminder: This won’t change the company field in profile page.
Change company logo
Click on your current company logo shown in Company Info section (shown in first picture), and upload your new logo. Then, you can move and scale your uploaded picture, and click “Save”.
Viewing user's name by languages
Click on the “Select language” button in Company Info section (shown in first picture) to select the language.
Then, you can view the First name & Last name of users in that language (Simplified Chinese was used in this example).
For some user’s name that haven’t change in terms of language. It is because either they haven’t setup that language in Settings page, or haven’t input name of that language in Profile page.
For more information about multilingual content in terms of profile page, please visit Settings tutorial and Basic tutorial.
Open user's profile
Step 1
In Company Page, click on the More button (3 dots button shown in first picture) of the user your’re looking for. Then it’ll have a pop up list shown like second picture.
Step 2
Click “Open profile page”, and it’ll open up that user’s card profile page in a new tap.
Share CRM list to others
Step 1
In Company Page, click on the More button (3 dots button shown in first picture) of the user your’re looking for. Then it’ll have a pop up list shown like second picture.
Step 2
Click “Share CRM list to others”. Then a list will pop up and you can choose who do you want to share with.
In the example shown in second picture, user Matthew Lo has chosen to share his CRM list to user tonybrown.
Moreover, you can search and filter the user that you’re looking for by search box, department filter, and by allowed or not. (shown in second picture)
Step 3
The first picture is the CRM page of Matthew Lo and second picture is tonybrown’s.
It shows that the CRM contact has shared to tonybrown successfully.
For more information about CRM page, please visit CRM tutorial.
Share Dashboard to others
Step 1
In Company Page, click on the More button (3 dots button shown in first picture) of the user your’re looking for. Then it’ll have a pop up list shown like second picture.
Step 2
Click “Share Dashboard to others”. Then a list will pop up and you can choose who do you want to share with.
In the example shown in second picture, user Matthew Lo has chosen to share his CRM list to user tonybrown.
Moreover, it’s same as “Share CRM list to others” that you can search and filter the user that you’re looking for by search box, department filter, and by allowed or not. (shown in second picture)
Step 3
The first picture is the Dashboard page of Matthew Lo and second picture is tonybrown’s.
Tonybrown’s Dashboard shows that Matthew Lo’s dashboard data has shown below tonybrown’s dashboard data (Myself), which mean the data has shared to tonybrown successfully.
For more information about Dashboard page, please visit Dashboard tutorial.
Change password for user
Step 1
In Company Page, click on the More button (3 dots button shown in first picture) of the user your’re looking for. Then it’ll have a pop up list shown like second picture.
Step 2
Click “Change password”. Then, a pop up will show up (shown in second picture); click “Confirm” and the user will receive an email about reset password.
Step 3
The picture has shown the email of resetting password. Click “Reset Your Password” button or the link below to redirect to the page of resetting password.
Step 4
In reset/update password page, input the new password into New Password and Confirm Password field. Then, click “Submit” to complete the process.
Change staff details
Step 1
In Company Page, click on the More button (3 dots button shown in first picture) of the user your’re looking for. Then it’ll have a pop up list shown like second picture.
Step 2
Click on “Change staff details”. Then, a pop up box will show up and list out the company, email, and username of user.
Step 3
Click on the updating select box to choose what would you like to update (including company, email, username), and input the new value in the updating field shown in picture. After inputting, click “Apply”.
In terms of updating/changing company, it’s only applicable for company which has sub-company.
After select Company in Updating select box, click the pen button shown in first picture; then a list of company/sub-company will show up like second picture, and click on company/sub-company you want to change to, and click “Apply to complete the change.
Viewing user's dashboard
Step 1
In Company Page, click on the More button (3 dots button shown in first picture) of the user your’re looking for. Then it’ll have a pop up list shown like second picture.
Step 2
Click “Dashboard”. Then, the user’s dashboard will pop up, and you can choose the custom date range, viewed by daily/weekly/monthly interval, and can use else functions same as in Dashboard page.
For more information about dashboard management, please visit Dashboard tutorial.
Download profile QR / Wallet
Step 1
In Company Page, click on the More button (3 dots button shown in first picture) of the user your’re looking for. Then it’ll have a pop up list shown like second picture.
Step 2
Click “Download QR / Wallet”. And there’s a pop up showing up like second picture. Click “Download Online QR Code” to download Online version profile QR Code, or click “Download Offline QR Code” to download the Offline version.
Also, you can click “Send email now”, to email the add to Apple/Google wallet pass guide to the user.
For more information about online/offline QR code and add QR code to Apple/Google wallet, please visit Online & Offline code and Apple & Google Wallet of Settings tutorial.
Step 3
Below is the example of the email send from Step 2.
The email provide 2 methods for user to save their profile QR code into mobile phone.
Method 1 is to scan the QR code or click the link (shown in first picture) to add the profile QR code into wallet.
Method 2 is to download the online ver. profile QR code (enclosed in email) into user’s phone.
Login to the staff account
Step 1
In Company Page, click on the More button (3 dots button shown in first picture) of the user your’re looking for. Then it’ll have a pop up list shown like second picture.
Step 2
Click “Log in to the staff account”, to access the user/staff’s account without using password.
