My Profile is a page on hAIbooks that contains your personal details such as address and account information which can be modified at any moment. This page also keeps a list of your businesses and allows you add more so you can use the data on the app.
To access My Profile Page :
Click on your name at the top right of your hAIbooks page. Select My Profile from the drop-down menu.
On this page, you can connect your hAIbooks profile with your Google and Facebook account.
Edit My Profile information
To edit information on the My Profile page, select Edit Details at the top right of your profile.
You can then modify any information on the page that you want from personal details to your address details. You can also change your profile picture by selecting Upload and then choosing a picture from your device. If you are not happy with your current profile picture then select the delete button.
When you have finished with your changes select Save to keep them.
Your profile page contains two tabs : My Profile and My Businesses. Select one of the tabs to access the page you want. On the My Businesses page, you can view all your businesses, filter and modify them. If you select one of your business, it will redirect you towards the dashboard of that business.
Add a business
To add a new business, you need to select Add Business in My Businesses. You then need to select the type of the Business : whether it is a UK Limited Liability Company or UK Sole Trader. Then enter the business name or number in the search bar to find your new business. Once you have found the business and checked its details, select Save at the bottom of the screen to record it on your businesses page.
Edit a business
To edit a business, you need to select the button with three dots under Actions of the business you want to edit. Select Edit. It will take you to the Business Overview page where you can the modifications you want from basic information to address details. When you have finished, press Save at the top of the screen.
To filter businesses, you need to select Filter to expand the filter on the My Businesses page. You can filter by period by selecting the calendar symbol to expand the calendar. If you are searching by name you can use the search bar.
Archive a Business
On the My Businesses page you can archive a business in the list depending on the role and permissions you have for that business which will have been made in the System Settings. If you can archive a business, then to do it you need to select the button with three dots under Actions of the business you want to archive. Select Archive.
Once you have archived a business it will stay in the list. However you will not be able to use or edit it. The only action you can do is Restore it.