The following guide is a condensed version of a series of available articles related to how you should set up your account in Pickler. Click here to access all the articles and enhance your understanding of proper account setup even further.
Let's get to it!
User Settings:
Reset Password: You can change your password at any time within the "Settings" menu.
Profile: While a dedicated "Profile" section for managing your name and email wasn't explicitly detailed, these are typically set during registration.
Company Settings:
Company Profile:
Navigate to "Company Profile."
Logo and Header: Upload your company logo and a header image (JPG, JPEG, or PNG under 2MB) to personalize your reports.
Company Profile Text: Add a description of your company and its sustainability mission. This information can be displayed in your shared Impact Reports.
Sustainability Mission: Articulate your company's commitment to sustainability.
Team:
Go to the "Team" section to manage user access.
Adding Members: If your license allows, invite new team members (Managers or Members) by entering their email addresses.
Changing Roles: Owners and Managers can modify the roles of other users to control their access levels.
Removing Members: Owners and Managers can remove team members to manage license usage.
Groups:
Access the "Group" section to collaborate with other companies.
Creating a Group: Owners and Managers can create a new group by entering a name.
Inviting Members: Invite users with Manager or Owner roles from other companies by entering their email addresses.
Managing Members: As a group creator, you can view member status and remove companies. You can also leave a group you've joined.
Suppliers: While the "Product Form" section mentions adding supplier information to products, a dedicated "Suppliers" management area within "Settings" wasn't explicitly covered.
Configuration:
Currency: Navigate to "Default sharing settings" to set the default currency for sales prices and eco-costs in your shared reports.
Default Share Settings: Configure how your Impact Reports are shared by default, including metrics, map visibility, eco-score display, and impact widget defaults.
Backups: The topic of data backups and user-initiated backup controls within the settings wasn't explicitly covered in the provided articles.
Billing:
Go to the "Billing" page to manage your subscription.
Subscriptions: View your current subscription details.
Billing: Manage your payment methods and access billing history. You can also downgrade your subscription plan here.
By adjusting these settings, you can tailor Pickler to your company's needs, manage your team effectively, and control how your sustainability data is presented and shared.