User guide

Member

Table of Contents

Bivizio user guide

This guide is intended for members of the Bivizio digital platform.

What can you do?

  • Edit information about your organization in the related modules
  • Edit your profile information
  • Post ads
  • Access search pages

Access the dashboard

Logging in is simple; you just need to be invited. Please contact a platform administrator to get access. In case you have forgotten your password, you can reset it by clicking on the button “I forgot my password!”.
  • Go to your platform
  • Click on the “Login” button
  • Enter your login information
  • Click on the “Dashboard” button

Left menu (member)

a. Accounts

Invite another user to edit their organization.

b. Organizations

Change your organization.

c. Locations

Create/edit a location related to an organization.

d. Contacts

Edit contacts from an organization on your platform.

e. Cirkull Marketplace

Create/Edit an asset on your platform

Invitation

Add an additional user

  • In the “My Account” section, click on the “Add User” button
  • Fill in the user information
  • Click on the “Save” button
  • Click on the “Previous” button
  • Click on the key-shaped button in “Options “ of the selected user
  • Choose a method to send the invitation
    • Automatically send an email using the platform. Click on the “Send Access” button
    • Generate a link to send access manually. Click on the “Copy Link” button

Change your organization and create a new location

  • a. Fill in the organization information
  • b. Change the status from “Inactive” to “Active”
  • c. Click on the “Save” button

Add a location

  • In the left menu, go to the“Add a location” section
  • a. Fill in the information of the location
  • b. Change the status from “Inactive” to “Active”
  • c. Click the “Send access” button

Classify an establishment with a code

  • In the left menu, go to the “classification” in the location section
  • Select a location
  • Search by keyword or by drop-down menu of its products or services.
  • Click the “Send access” button