The Settings tab in the left navigation pane lets you manage various aspects of your account and manage what is displayed to users.
1.) Hide/Show: You can always hide the side navigation pane by clicking on the icon next to the BE logo.
2.) Click on Company in the side navigation pane and fill in the name and URL for your company. Please make sure the name is represented EXACTLY as it should be, considering spaces, commas, dashes and all spelling options.
NOTE: This may not sound important, but it is! Certifications often have different spellings of the same company and as we continue to fix your name in various places, we want to make sure it gets changed to the way you spell it here!
Next, click on 3.) Users to add others from your team. You can do this at any time. Once you add their information, they will get an automated invitation to their work email.
When you click on 4.) Products, there are a lot of different options. First, notice that you get a catalog view of your own products on the left. You can change the view up top next to the pencil icon from a Split Screen that lets you update information on the right or a Preview that only shows you the list of products.
IMPORTANT: if you are using our Data Exchange services – with a direct digital connection from your IT systems to ours, you never ever have to update your products here! They will automatically update whenever your internal IT systems are updated! That includes technical documents, images, details etc. If you do not have internal PIM/PMDS or other IT systems and have provided your product data only in a spreadsheet – then you can quickly and easily update your products here! Either way you win! Now that we can port your data out to anyone else you want – this is especially helpful if you don’t have internal IT systems yet.
5.) Manage Details: Different tabs let you manage different kinds of information. All of the tabs outlined below are automatically filled and updated if you are using our Data Exchange – with the exception of Analytics. That dashboard is your view into designer activity related to your products.
- Details: this is the basic information related to the product. Model, the URL of the product on your website, CSI #, product category and description.
- Specifications: technical information and documentation.
- Images: these can be ‘hero’ images, colors, patterns etc.
- Sustainability: this area shows which certifications we have associated with your products. You can report errors to us here (errors would be coming from the certification sources and do happen from time to time). We can reach out to the certification body to fix whatever the issue is. NOTE: we get certification data directly from the source – you do NOT need to add certifications here yourself.
- Documents: These are additional documents that are not technical – case studies, declarations or 3rd party documents that are not certifications, etc.
- Analytics: This is your window into user activity. This will continue to expand over time. NOTE: our Marketplace & Global Buyer’s Club analytics do not yet show up here and are sent to you from our Marketplace beta site. Later this year, the Marketplace will be integrated into one seamless platform and all the analytics will be in one place.
For Storefront – please see the next section!
