Business App: User Profile Page

With the new user profile page, empower your clients to resolve some simple issues on their own (example: password reset) rather than waiting impatiently for you to respond to them via emails or phone calls. This page is required to grant users the "Right to Access" and "Right to Rectification" under the General Data Protection Regulation (GDPR).

 

Here are a few of the features that are included in the user profile page that will excite your clients who are end-users of Business App.

  • Clients can view and edit their Personal Profile details which includes:
    • First and Last Name
    • Location address
    • Add a phone number 
  • Change their password
  • Edit their notification settings for the account they’re viewing
  • Set a profile photo
  • Changes made to the profile are reflected in Partner Center, Sales & Success Center, and Task Manager

How can clients set this up?

Your clients can easily set up their profile by going through the following steps:

  • Log in to Business App
  • Select the drop-down arrow of their name at the top right corner
  • Click on “Edit Profile”

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