The navigation menu is the vertical panel on the left side of the Customer Alliance platform.
It gives you quick access to all key areas of your account. From managing users and invoices to refreshing review data or adjusting your personal settings.
Accessing User Settings
To see User Settings, click on the icon at the bottom of the left-hand menu. You’ll find the following options:
1. Personal Details
Here, you can update your profile picture, change your language settings, reset your password, or verify your name and salutation.
Related article: How to Edit Your Personal Details
2. User Management
If you have the right permissions, this section allows you to manage users on the platform. You can add new users, edit their roles and access levels, or remove them when necessary.
🔐Note: Each user must have a unique email address.
Related article: How to add, change permissions, or delete users
3. Invoices
In the Invoices section, you can manage everything related to billing. This includes viewing and downloading invoices, updating your billing and shipping address, and changing your payment method.
Related articles:
Note: To view your invoices, navigate to User Settings → Invoices → Billing History.
4. Refresh portals data
Reviews from external portals, such as Google, Booking.com, are displayed on your Customer Alliance platform. Every night, we will analyze if there are new reviews or new comments on the existing reviews. By default, this check will be performed for the last 4 weeks only. In case you have commented on reviews that were submitted more than 4 weeks ago, the system will not automatically find your comments. By clicking on the button “Refresh portals data,” the data will be queued to be refreshed in your backend and the Comment Rate will be updated accordingly.
🔄Note: You will be able to manually refresh the data up to 3 times per day.
5. User Guide
This section gives you access to the Customer Alliance Knowledge Base — a library of helpful articles and tutorials to guide you through the platform.
6. Logout
Clicking on 'logout' will immediately log you out of your Customer Alliance platform.