User guide
Owner / Manager
Table of Contents
Bivizio user guide
Description of platform users
Owner / Manager
- Invite managers
- Invite a user to take control of the associated organization
- Invite visitors
- Create organizations
- Edit profile information
- Access search pages
Account user
- Edit the information of the modules related to his organization
- Edit profile information
- Post ads
- Access search pages
Acess the Dashboard
- Go to your platform
- Click on the “Login” button
- Enter your login information
- Click on the “Dashboard” button
Left menu (Owner / Manager)
a. Administrator
Invite and remove platform administrators.
b. a. Accounts
Invite user to take control of an organization already registered in your platform.
c. Ecosystem – Organizations
Create/edit organizations.
d. Locations
Create/edit a location related to an organization.
e. d. Contacts
Edit contacts from an organization on your platform.
f. CIRKULL – Assets
Create/Edit an asset on your platform
Invitation
Add an account
- On the Left menu, access the “Add an account” section
- Fill in the “Account Name” field
- Associate an organization to the account in the “Organization” field (if listed)
- If the organization does not exist, please refer to point 5.1
- Click on the “Save” button
Add the associated user to the account
- Add the associated user to the account with 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
Create an organization and its main location
Add an organization
On the left menu, access “Add an organization”
a. Fill in the organization information
b. Change the status from “Inactive” to “Active”
c. Click 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 “Save” button
Classify a location with a code
In the left menu, go to the “classification” in the location section
a. Select a location
b. Search by keyword or by drop-down menu of its products or services.
c. Click the “Save” button