Administration

The Administration Section of Profit Navigator allows you to manage various aspects of your account.

For users with access to multiple businesses, the Business Selection page will allow you to switch seamlessly between the businesses you have access to. Note that you may have a different role for each business you have access to. For Alliance Partners, and Alliance Facilitators the Business Selection page will have additional functionality. Please refer to the specific section documentation for more details.

For any user with access to the Manage Business Credentials section, you will be able to manage various membership options within your business. This includes options like updating your business phone number, name and address and managing members and their assigned roles as well as adding or removing members.

For users with access to the Manage Roles section, this will allow you to create, delete and manage roles within your business.

All users will have access to Your Account. In this section, you may update your name and contact information, change your password, and change / update your email address.

For users with at least read access to business data, the Print Room is your individual customized print-room that contains any graphs that you have added. This section is designed to provide you with a quick review of all your relevant graphs and allow you to print these graphs.

Users with access to Import Data may import monthly Sales, Costs of Goods and Total Expenses data from Excel spreadsheets.

The Subscribe and Subscriptions sections provide access to subscription and billing information.