Biz School

Created with Sketch.

How can we help?

  1. Welcome to Bizuno-U
  2. FAQs
  3. Quick Start
    1. Installation
    2. Configuration
    3. Your Dashboards
    4. Your First Product
    5. Your First Purchase
    6. Your First Sale
  4. Working With Bizuno
    1. Navigation
    2. Dashboards
    3. Currencies
    4. Locale
    5. Settings
  5. Users Guide
    1. Customers
      1. Manager
      2. CRM Manager
        1. Promotion Manager
      3. Sales Manager
        1. Request for Quote
        2. Sales Order
        3. Sale
        4. Credit Memo
      4. Prices
      5. Amazon Interface
        1. Uploading Inventory
        2. Downloading Orders
        3. Confirm Shipments
        4. Reconciling Payments
      6. Order Fulfillment
      7. Returns Manager
      8. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchase Manager
        1. Request for Quote
        2. Purchase Order
        3. Purchase
        4. Vendor Credit Memo
      3. Prices
      4. Reports and Forms
    3. Inventory
      1. Manager
        1. Accessories
        2. Attributes
        3. Images
        4. Options
        5. Vendors
      2. Assemblies
      3. Adjustments
      4. Build Manager
      5. Inventory Bulk Edit
      6. Receiving/Inspection
      7. Reports
    4. Banking
      1. Customer Receipts
      2. Customer Refunds
      3. Vendor Payments
      4. Vendor Payments - Bulk
      5. Vendor Refunds
      6. Account Register
      7. Cash Reconciliation
      8. Reports and Forms
    5. General Ledger
      1. GL Manager
        1. Intuit Online Payroll
      2. Budgeting
      3. Reports and Forms
    6. Quality
      1. Document Control
      2. Quality Manager
      3. Maintenance Manager
    7. Tools
      1. Shipping Manager
      2. PhreeForm - Reports/Forms
      3. OpenCart Interface
      4. PrestaShop Interface
      5. WooCommerce Interface
      6. Google Interface
      7. Image Manager
      8. Translator Assistant
      9. Import/Export
      10. Backup/Restore
    8. My Business
      1. Profiles
      2. Employees
      3. Fixed Assets Manager
  6. Administrators Guide
    1. Module Settings
      1. Bizuno Settings
        1. Linking Your Account
        2. SMTP Configuration
        3. Creating a New Store
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
    2. Extension Settings
      1. Multi-Store Extension
      2. Service Builder - Job Templates
    3. Security
      1. Data Encryption
    4. Roles
    5. Users
    6. Maintenance
      1. Protecting Your Business Data
      2. Backing Up Your Data
      3. Restoring From a Backup
    7. Reloading and Importing Reports and Forms
    8. Using Barcode Scanners
    9. Importing and Exporting
      1. Converting from PhreeSoft Cloud and PhreeBooks5 to Bizuno for WordPress
      2. Importing Contacts – Customers and Vendors
      3. Converting from Another App
      4. Converting from PhreeBooks
  7. Advanced Topics
    1. The Bizuno Journals
    2. Working With Taxes
    3. Fixing Trail Balance is Out of Balance Errors
    4. Editing Reports and Forms
    5. Entering a Vendor Deposit
    6. Entering a Customer Deposit
  8. Tutorials
    1. Mastering Price Sheets
    2. Installing the Bizuno/WooCommerce Interface
    3. Translating Bizuno
    4. Using Bizuno for Managing Trusts
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary

Profiles #

Profiles allow for the personalization of the user interface on an individual level. 

Related Topics

Changing your profile
Profile extensions

Profile Manager 

When an account is created for a user a profile has been established. This profile can be modified to each users unique taste and preference. Bizuno is customizable for each user to make their experience more productive and efficient.

General Tab

The General Tab is the starting point for making Bizuno work for you.  As the title suggests the General Tab is used to customize general information.  In the General Tab you can adjust how your name is displayed, change your e-mail address, change your password and customize how your profile appears.  

Changing Name and E-Mail Address

To change your name and e-mail address:

  1. Enter your preferred name in the Title field.
  2. Enter your preferred e-mail address in the Email field.
  3. Click the Save icon to save the new changes.

Changing Your Password

To change your password:

  1. Enter your current password in the current password field.
  2. Enter a new password in the new password field.
  3. Confirm the new password by re-entering the new password in the confirm password field.
  4. Click the Save icon to save your new password.

Changing your Profile

Bizuno contains different sets of icon packages.  Choosing an icon set will change the icons in the category headers and drop-down menus.  To choose an icon set choose one from the Icon Set drop-down.

Another customizable feature in Bizuno are the Style sets.  Are you tired of the default colors?  Do you favor orange over green?  To change the appearance of Bizuno just pick one of the style sets from the drop down menu.  There are about a dozen to choose from so spend some time choose a theme that fits your style.

You can also change how the menus are displayed by toggling the menu position drop-down menu.  There are two to choose from: Top and Left.  Pick one to choose where the drop down menus will be displayed.  

Bizuno lets you designate how many columns of Dashboards are displayed on the home page in a vertical formation.  To change the number of columns enter a number from 1 – 5 then click the Save icon.  The number of Dashboard columns that are displayed should now be changed. 

Profile Extensions

Extensions may add additional functionality to profiles. Documentation of these additions are included with the documentation of the extension.

Help Guide Powered by Documentor
Suggest Edit