Clickpath: top right menu
Partners and Sellers have access to a to edit their company and individual profile settings. This menu appears for both organization owners and their team members in the top righthand corner of every page.
Partner Menu
Seller Menu
General Menu Breakdown
My Profile
View your login email address, edit your name and profile photo on this page.
💡 Want to change your email address? Send a request to support@builtfirst.com.
My Notifications
Update your personal notification settings here.
Partners: This is not where you edit notifications that your buyers receive about your marketplace. More on Marketplace Notifications here.
My Company
Edit your company name, social media links, profile, and logo here.
💡 The logo uploaded here will appear in the top left corner of the screen. This is also what other organizations see when viewing your company information in Builtfirst.
Sellers: To update the logo that appears next your deal, edit the listing.
My Team Members
Manage and/or invite your team members from this page.
Partner-Specific Menu
Integrations
Manage your third-party integrations (such as SSO, Zapier) on this page.
Webhooks
Developers can set up webhooks for Builtfirst analytics here.
Auto Join - JWT
Set up/manage auto join and auto sign-in here. Note that for most Partners, an engineer is needed to complete this setup.
Billing
Change your billing plan via this page.
💡 Looking for invoices? Visit the Billing Portal here and log in with the email address used at the time of original purchase. You can learn more about billing here.