# User profile dashboard (All rendering types) {% hint style="info" %} Path: Dashboard > My profile {% endhint %} ## Definition User dashboard page in which users can manage their profile information. **WHO CAN USE THIS FEATURE?** **Switch users:** All logged-in users **Non-Switch users:** All logged-in offerors. **Non-Switch users:** All logged-in askers. ## Create a profile A user's profile is automatically created upon registration. All the information filled in during the process is automatically added to the “Identity” section of the Profil section. ## Read a profile While navigating through the user dashboard’s profile page, some elements remain always visible at the top of each page: * Profile status (figure 1)

figure 1

* “My profile” button (figure 2) to redirect the user to the profile’s public view.

figure 2

The user dashboard profile page is split into several sections: ### Presentation #### Set a profile picture Users can set a profile picture through the presentation section by: * a Drag and drop motion of a picture or a pdf in the dedicated block (figure 3.1), or

figure 3.1

* Clicking “Click here to select your files” (figure 3.2) and selecting the desired media elements in the file browser. An out-of-the box optimal size for the image would 626x626 pixels.

figure 3.2

The user can re-size his profile picture in order to be well displayed in the avatar Icon of his profile. By loading a picture, the user can now move his mouse to well set the picture at the right place.

figure 4.1

figure 4.2

The selected media elements appear under the upload block once the upload is complete (figure 5).

figure 5

#### Presentation text A text area (figure 6) is available for the user to post an introduction for his profile or company.

figure 6

This text can be edited freely. Once done, the user clicks “Save” to validate the changes (figure 7).

figure 7

### User categories User profiles can be associated with dedicated categories (if applicable and set up by the platform admin). This is especially useful for platforms with user search profiles activated. Users can link categories to their profiles via the dropdown button (figure 8).

figure 8

{% hint style="info" %} Authorized platform administrators create user categories. {% endhint %} ### User attributes User attributes depend on the selected user categories. User attributes provide additional information on the user. {% hint style="info" %} Authorized platform administrators create users' attributes. {% endhint %} ### My Location The user can set information about his location by filling in the following fields (figure 17).

figure 17

### VerificationIdentity The identity section allows users to view/edit their identity information: * Type of individual (legal or physical person, cannot be updated) * Company name (if legal person) * Last name * First name * Date of birth * Nationality * Country of Residence (cannot be updated) * Phone number * Email * Billing address All of the above-listed information is mandatory for compliance reasons. Moreover, this information must be filled in and (automatically) checked by the payment service provider to be able to receive payments (figure 9.1 & Figure 9.2).

figure 9.1

figure 9.2

### Payment details The payment details section is mandatory for any user looking to receive payments. Payments cannot effectively be sent over to the user recipient should this information be missing/incorrect(figure 11). {% hint style="info" %} This interface and information required may change according to the implemented PSP and payment regulations. {% endhint %}

figure 11

### Team Management The user group section allows the user to invite another user onto the platform by clicking “Add a new user” (figure 12) and filling in the pop-up window the invited user’s email and role. An invited user becomes linked to the inviter user’s group. {% hint style="info" %} Authorized platform administrators define roles. {% endhint %}

figure 12

### My Listings and RFP Alerts Whenever a user performs a search for a listing or an RFP on the platform, they have the option to enable notifications. This feature alerts them whenever a new listing or RFP that matches their search criteria is created.
When a new alert is created, it becomes accessible for viewing and management in this section.
### Data The Data section gives users control over their platform data. This section is split into two subsections: an offeror section and an asker section. Users can selectively download/export parts of their user data through “Download your data” (figure 10).

figure 10

### Settings The Settings section allows the user to manage his account’s settings: ### Request for Proposals If the Request for Proposal (RFP) rendering type is enabled, and either the platform configuration "Switch" is enabled or the user is registered as a vendor when the setting is disabled, selecting this option allows the vendor to receive notifications whenever a newly created RFP matches their profile.
### Quotes Enabling this option allows the profile to receive quote requests from other users.
### Spoken language The user can indicate several spoken languages to streamline discussions with other users: * The mother tongue (figure 13): is automatically set when the user registers to the platform based on the platform’s language. This can be changed manually.

figure 13

* Spoken language (figure 14): users can set several additional spoken languages by selecting them through the dropdown button. Selected languages will appear as tags that can be easily deleted if needed. #### Password “Password” (figure 15) allows the user to change his platform password. To do so, the user must enter his old password, then his new password twice in “New password” and in “Verification.” #### Time zone Users can set their account’s time zone (figure 16). When creating or viewing listings, availabilities are displayed based on the saved timezone (time conversions are automatically managed by the platform).

figure 16

### Vendor terms and condition Vendors can upload PDF files containing its terms and conditions.
Upon uploading and saving a file, customers must review and accept the vendor's Terms and Conditions to proceed with the following requests: * Booking Request * Booking Cancellation * Quote Request * Quote Acceptance * Quote Decline * Quote Cancellation * Bid Acceptance In each of these scenarios, the vendor's Terms and Conditions will be displayed for review and acceptance.
## Update a profile Users can update their profile information in the user dashboard’s “My profile” section. All the information is editable aside from the profile’s legal status and country of residency. ## Delete a profile ### Delete a profile picture Users can delete their profile picture through the following path: {% hint style="info" %} Path: Dashboard > My profile > Presentation > Presentation {% endhint %} Clicking the trash icon (figure 18) will delete the profile picture.

figure 18

#### Delete user profile rules: To be able to delete a user profile from your platform, the administrator needs to check the following rules: * The user can not be deleted if it has a booking status as “new” * The user can not be deleted if it has a “payment in error” status * The user can not be deleted if it has a pending transaction. Eg: A payout is not complete/done. ### Delete spoken language {% hint style="info" %} Path: Dashboard > My profile > Settings {% endhint %} Clicking the cross in the language label (figure 19) deletes the spoken language.

figure 19

### Delete account User can delete their account through: {% hint style="info" %} Path: Dashboard > My profile > Settings {% endhint %} and by clicking “Delete your account” (figure 20). A confirmation message will prompt the user to give final confirmation.

figure 20

## Related resources **Front:** * [Profile pages](https://features.scnd.com/v2.0/front-office/profile-pages) **SBO :** * [Users](https://features.scnd.com/v2.0/superadmin/users) **Business rules:** * [Payment Service Provider bundles (PSP) - Business Rules](https://features.scnd.com/v2.0/core-concepts/payment-service-provider-features-psp) * [Stripe KYC/KYB process](#id-1.14.x-stripebundle-psp-businessrules-stripekyc-kybprocess) * [Mangopay KYC/KYB process](https://features.scnd.com/core-concepts/payment-service-provider-features-psp/mangopay-bundle-psp-business-rules#id-1.14.x-mangopaybundle-psp-businessrules-kyc-kybprocess) * [Lemonway KYC/KYB process](#id-1.14.x-lemonwaybundle-psp-businessrules-lemonwaykyc-kybprocess) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://features.scnd.com/v2.0/dashboards/user-profile-dashboard/user-profile-dashboard-all-rendering-types.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.