Chainels and Services
      Back to home
      1. Knowledge Base
      2. Chainels and Services

      Account & Profile Management

      A complete guide to managing your personal profile, company or household settings, users, and permissions based on your role in the community.

      If you click on your name in the top right corner you can find items based on the environment you are currently logged in to.

      As community manager you will see:

      As a User with Administrator authorisation you will see:

      As a User with User authorisation you will see

      • My company / household profile - you can view your company / household profile, but you cannot make any changes. 
      • My users - you can view users within your company / household, but you cannot make any changes. 
      • Edit user profile - Click here to learn more
      • My settings - Click here to learn more
      • Help - will lead you to the Knowledge Base
      • Log out - this will sign you out from your account. 

      My community profile

      By clicking Edit Profile in the top-right corner, you can access your company or household profile settings. Only community managers can make changes.

      About

      Update your Company Name, Slogan, and About text. You can also edit the optional Year Founded field. If your community uses custom fields, they will be editable here as well.

      Media

      Personalize your company or household profile with a logo and cover image.

      Address

      Update the physical address associated with your business.

      Contact

      Edit your public contact details. These details will be visible to other members of the community.

      Opening Hours

      Share your business hours so others know when you are available.

      My company / household profile

      By clicking Edit Profile in the top-right corner, you can access your company or household profile settings. Only community managers or users with Administrator access for the specific company can make changes.

      About

      Update your Company Name, Slogan, and About text. You can also edit the optional Year Founded field. If your community uses custom fields, they will be editable here as well.

      Media

      Personalize your company or household profile with a logo and cover image.

      Address

      Update the physical address associated with your business.

      Contact

      Edit your public contact details. These details will be visible to other members of the community.

      Opening Hours

      Share your business hours so others know when you are available.

      Product Offer

      Showcase the types of products or services your business offers.

      Users in my company / household

      To view users in your company or household:

      1. Click your name in the top-right corner.

      2. Select My Users to see an overview of all users linked to your company or household.

      3. If you have Administrator authorisation, click Edit Users to manage them.

      Adding new users

      simply follow the steps below:

      1. click + Add new user
      2. Fill in the email address of the user and click next step
      3. Provide first name and surname

      4. (Optional) Assign one or more user roles

        • Note: Assignment of certain roles may be restricted to Community Managers. If you’re unable to assign roles, contact your community manager.

      5. Assign authorization level:
        1. Administrator - Full access rights, including managing users and editing the company / household profile
        2. User - A regular user, without the rights to edit the company / household profile or manage other users
        3. Spectator - Read-only user
      6. Choose the visibility level:
        1. Community - visible to all users. 
        2. Company / Household only – Visible only to users within your company/household and community managers

      Managing / deleting users

      To edit or remove a user:

      • Click the three dots next to the user’s name in the table.

      • Choose Edit to update their profile or Delete to remove them from the company. If the user is part of multiple companies / households or communities, they retain access there. 

      • Editing a user’s profile follows the same process as editing a personal profile.

      User profile

      Personal profile

      General

      Here you can change your profile picture, email address, your first and last name and some optional fields like your phone number, personal website and comments. 

      User of 

      If you are a community manager, you can change:

      • Roles - Roles are defined during onboarding and to help differentiate users and to manage their platform permissions. Depending on your role(s), you may have access to different content or features.
      • Authorisation 
        • Administrator - Full access rights, including managing users and editing the company profile
        • User - A regular user, with limited rights to manage the community
        • Spectator - Read-only community manager
      • Visibility of your personal profile  
        • Community - visible to all users. As community manager you will be visible on the Home screen.
        • Visible only to community managers
      • Job title - Optional field to describe your job title in the company. 

      If you are a user, you can change

      • Visibility of your personal profile
        • Community - visible to all users.
        • Visible only to users of your company / household and community managers. 
      • Job title - Optional field to describe your job title in the company. 

      Privacy

      Here you can choose to:

      • share your email address. Even if your profile is set to community, your email address will only be shown if this box is ticked.
      • share your phone number. Even if your profile is set to community, your phone number will only be shown if this box is ticked.
      • Allow other users to contact me through chat (community managers can always contact you). Note that this only works if chat is enabled in your community. 

      Settings

      Language and time

      Here you can adjust your preferred language and time zone settings.

      • All system-generated text will appear in the language you select from the list of available options.

      • Please note: User-generated content is not automatically translated.

      Security

      For your protection, you'll need to  re-authenticate your identity before accessing this section.

      • If you created your account using a password (not through Google or Apple), you can set a new password here.

      • It is not possible to change your signup method after account creation.

      You can also delete your account from this section if you no longer wish to be part of the platform at all. This option will remove you from all your communities and permanently delete your account. If you want to get removed from only one community you need to contact Community Management

      Notifications

      Notifications are meant to be helpful, not overwhelming. This section explains how to manage them to suit your preferences.

      To receive notifications, two conditions must be met:

      1. You have enabled the notification type and selected your preferred channel(s).

      2. You are following the relevant Channel, Service, or Community.

      You can choose to receive notifications in the following ways:

      • Website – Appears as a bell icon when you're logged in via a web browser.

      • Email – Sent to the email address linked to your account.

      • App – Delivered as push notifications (if enabled in your phone's settings).

      At the bottom of the page, you will see a list of the Channels, Services, and Communities you are following. Only items you are following will trigger notifications.

      Applications

      In this page you can see authentication clients configured by your user to be used for third party integrations.

       

      FAQ

      What if I do not have the correct access?

      • If you’re unable to make changes, it's likely you haven't been granted the necessary permissions in your community.
        Please contact your community manager to either:

        • Grant you the required access, or

        • Make the changes on your behalf.

      How do I know what access I have?

      • There are two easy ways to check your access level:

        • Community Manager or User?
          Look at the left sidebar in your browser. If you see a Management tab, you are a Community Manager. If not, you're a User or a community manager with user authorisation. 

        • Administrator or User authorisation?
          Go to Edit User Profile and look under User of.
          If you see Roles and Authorization, you have Administrator access.
          If not, you are a regular user.

      What if I have the right access but I cannot perform a certain action?

      • Check the top navigation bar. It shows:

        • The community you’re currently viewing

        • The environment you’re using in that context

        If you're part of multiple communities or have multiple environments, you can switch between them using the arrow button in the top bar.