A host of new product updates have been released as of Friday, November 2, 2018. Here is an overview of what to expect in the new upgrades:
Business/User Management and Billing Management:
To keep the left-hand menu clean and all about the tools on the platform, the Business/User Management and the Billing/Account Management have been moved to the gear menu in the upper right-hand corner of the platform. To access either of these systems, simply click the gear to drop down your choice of managing your personal info, the business information of the account you are currently in, the Business/User Management, and your billing information. See below:
A major request and update to the platform comes in the way of managing your credit cards on file. Now, when going to purchase a new tool in the system, if you have a card you've used for previous purchases, that card will be available for use. If you'd like to enter a new card, simply click the card on file field, and choose "Enter New Card Information."
Also, all purchases will now be lumped together in one single transaction per month, no matter how many purchases or tools you have active.
You can now create brands in the system so that you can lump multi-location or franchise businesses together under one umbrella. This creates a better way for you to not only manage and view all of your business locations in a more efficient way, but also allow you to get roll-up information about how much you are being charged at the agency, brand, or location level.
To create a brand, simply follow these instructions.
To see your full account rollup, simply go to your User/Business Management system via the gear in the upper right-hand corner, and click the "User/Business Management" option.
Once in the system, click the dropdown next to "Create User" to switch over to the "Business" View. From here, but clicking the "Business Rollup" right under the nav bar, you can get a full view of what your entire account has active, and what you are paying for:
Under the rollup, you'll see each of your brand's listed. Click the green (+) on any one of the brands to get a full view of what that brand has active, and what each location under it has active as well.
Please note - each business location is associated with a brand as default, so even if you have a one location business, locate the "locations" brand to see it's information.
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