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The Dashboard holds your own settings: your profile, language, notifications, orders and subscriptions, and account details. This page also covers updating the app, clearing its cache and signing in.

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Where to find it

In the app, tap your profile picture at the top of Home.

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What’s on the screen

From top to bottom, the Dashboard shows:
  • Notifications: the bell icon at the top. It opens your notification preferences. See Choose your notifications.
  • Organization: the company you’re using. It appears only if you belong to more than one company. See Switch organizations.
  • Your business card, with your profile photo, name and email. If you have a MySite, the card also has a QR code that opens it.
  • Shortcut cards for MySite (if you have one), My Uploads and My Playlists. See MySite and Playlists and content.
  • Profile: your photo, name, contact details, username, bio and social media accounts.
  • Recent Activity: see Track engagement in Recent Activity.
  • Orders and Subscriptions, if your company shows them: the orders and subscriptions you placed yourself.
  • Language: the app’s language. The row shows the language you’re using.
  • Get Help: contact support.
  • Account: your shipping addresses and payment methods.
  • General Information: the privacy policy, terms of use, app details and Clear Cache.
  • Log Out: signs you out of the app.

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Edit your profile

Your profile has these sections:
  • Profile Photo: add or change your photo. It uploads when you save.
  • Profile Information: First Name, Last Name, Primary Email Address and Mobile Number. You can’t change your email address here.
  • Username: the last part of your MySite link, so changing it changes the link. See Can I change my MySite link?.
  • About You: your Bio.
  • Social Media: your LinkedIn, Facebook, X, Instagram, YouTube, Pinterest, TikTok, WhatsApp and WeChat accounts.
If your company manages your name or username, you can’t edit that field, and a note such as Your admin manages the name on this account. appears.
1

Open your profile

On the Dashboard, tap Profile.
2

Make your changes

Change the fields you need. First Name and Last Name can’t be empty, unless your company manages them.
3

Save

Tap Save. An Updated successfully message appears and you return to the Dashboard.
A new username needs at least 2 characters, using only lowercase letters, numbers, hyphens and underscores. A hyphen can’t come first or last, or next to another hyphen. Capital letters are saved as lowercase. Delete Account is at the bottom of your profile. Tap it, then tap Delete to confirm, and the app signs you out. To leave the app without deleting your account, tap Log Out on the Dashboard instead.

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Orders and subscriptions

Orders and Subscriptions list the orders and subscriptions you placed yourself.

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Orders

Each order shows its number, date and Total. It also shows Total CV/QV, unless your company hides volume. If you don’t have any orders, the list says No Orders. Tap an order to open its Order Detail page:
  • The order number, date, number of items, and the items.
  • Payment: Subtotal, any points you used, Discount, Tax, Shipping and Total. Unless your company hides volume, the order’s CV and QV appear below.
  • Payment & Shipping: Shipping Address, Shipping Method, Tracking Information and Payment Method. Each shipment shows its tracking number, with a Track package link to the carrier’s tracking page when one is available. Digital orders show No shipping required, and free orders show No payment required.
Tap Manage Order at the bottom to open the order’s management page inside the app.

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Subscriptions

Each subscription shows its status, ID, next billing date, how often it’s delivered, and its price. A cancelled subscription shows the date it was cancelled instead. A past-due subscription shows Next Retry At, and a trial shows Trial Ends. Tap a subscription to open its Subscription Detail page:
  • Your Upcoming Order: Next Order Date and Next Bill Amount.
  • Subscription Details: Order Frequency and Next Payment.
  • Subscription ID, the product, and the Payment totals.
  • Payment & Shipping: Shipping Address and Payment Method.
To change a subscription:
1

Open the subscription

On the Dashboard, tap Subscriptions, then tap the subscription.
2

Tap Manage Subscription

The subscription’s management page opens inside the app. Make your changes there. For example, you can pause, cancel or reactivate the subscription.
3

Go back

Tap Back. The subscription’s page and your subscriptions list refresh to show your changes.

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Change the language

The Language list shows the languages your company offers that the app supports.
1

Open Language

On the Dashboard, tap Language.
2

Choose a language

Tap a language. The list closes and the app switches to that language.

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Get help

Tap Get Help to contact support. If your company has a support email address, a new email to that address opens in your mail app. Otherwise, a support request form opens in your web browser. For other ways to get help, see Getting help.

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Manage addresses and payment methods

Tap Account to manage your shipping addresses and payment methods. The page opens inside the app. Tap Back when you’re done.

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General Information

Tap General Information to see:
  • Privacy Policy and Terms of Use: these open in your web browser.
  • Clear Cache: see Clear the cache.
  • App Info: your device, app version and update details. Tap Copy to copy them. Opening App Info also checks for an app update.

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Switch organizations

If you belong to more than one company, Organization near the top of the Dashboard shows the company you’re using.
1

Tap Organization

On the Dashboard, tap Organization. A list of your companies opens.
2

Choose a company

Tap the company you want. The app switches to it.

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Choose your notifications

Tap the bell at the top of the Dashboard to open Notifications. Your changes save as soon as you make them.
  • Do Not Disturb silences notifications until tomorrow morning. Turn on All to silence push and email notifications, or turn on only Push or Email.
  • Under Presets, tap Default, Essential, Balanced or Engaged to update all your preferences at once.
  • Below the presets, your notifications are grouped by category. A category’s switch turns all of its notifications on or off. Each notification has two switches: the first is for push notifications, the second for email.

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Troubleshooting

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Update the app

When a new version of the app is ready, an Update Available banner appears at the top of Home. Tap the banner to update. Depending on the update, the app restarts with the new version, or your app store opens so you can install it. If an update is required, the banner covers the Home screen. Tap it to update. To check for an update yourself, tap General Information on the Dashboard, then tap App Info. If an update is ready, the Update Available banner appears on that screen.

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Clear the cache

Clearing the cache makes the app load your data again, which can help when a screen shows out-of-date information. You stay signed in.
1

Open General Information

On the Dashboard, tap General Information.
2

Tap Clear Cache

A Cache cleared message appears with your app details, such as its version.
3

Close the message

Tap Ok, or tap Copy to copy the details for support.

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Trouble signing in

The sign-in screen shows your company’s logo, or the app’s name, and a Sign in with email button. Tapping it opens the sign-in page inside the app.
  • The sign-in screens follow your phone’s language when the app supports it, not the language you chose on the Dashboard.
  • If the sign-in page doesn’t load, tap Back at the top and try again.
  • If a message such as There was an error signing in appears, the app takes you back to the first screen. Tap Sign in with email to try again.
  • If you still can’t sign in, see Getting help.

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Tips

  • If support asks for your app details, open General Information, tap App Info, then tap Copy and paste the details into your message.
  • Pull down on Notifications, your orders or subscriptions, or an order’s or subscription’s page to refresh it.

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Frequently asked questions

Tap the bell at the top of the Dashboard. On Notifications, you can silence notifications with Do Not Disturb, apply a preset, or turn each notification’s push and email switches on or off. See Choose your notifications.
On the Dashboard, tap Language, then tap a language. The list shows the languages your company offers that the app supports. If you need a language that isn’t listed, ask your company whether it can be added.
On the Dashboard, tap Account. Your account page opens inside the app, where you can manage your shipping addresses and payment methods.