Set up your sBizzl account

Available with any of the following subscriptions, except where noted:

• View plans

If you’re setting up a new sBizzl account, learn how to create your account, add your team, and customize your default settings. If you use any third-party apps, you might also want to connect them to your account to integrate your systems.

Below is an overview of the account setup tasks you should complete as an admin. Within each section, you’ll find links to detailed instructions for each task.

There are multiple ways to create a sBizzl account. The most common method of signing up for sBizzl is with your name and email address. You can also sign up for sBizzl using your Google login.

• sBizzl’s account creation page
  
  

Learn more about logging in to sBizzl and reset password.

Add your team members to the account to start collaborating in sBizzl. You can customize each user’s roles to control which parts of sBizzl they can access. Once added, they can log in and set up their profile and personal preferences.

• Add and remove sBizzl employees
• sBizzl user permission guide
• Manage your user profile and preferences

  
  

While some settings apply only to individual users, such as user preferences, other settings are account-wide and impact all users. These settings include account time zone and language, default currencies, and security. While setting up your account defaults, you can also turn on data privacy-related features.

• Customize date format and default settings
• Set up your company profile
• Add and edit your Payment Terms
• Add and edit your Payment Methods
• Set up your company branding in sBizzl

A third-party app is any non-sBizzl application. You can connect third-party apps to both your individual and account-wide and impact all users. 

sBizzl isn't responsible for apps developed and offered by other companies. We recommend that you review each app’s terms of use and privacy policies before granting it access to your sBizzl account.

• Contact Sync
• Calendar Sync
• Gmail Configuration
• Connect Square Pay

You can manage your current subscription from the Billing section of your account. In this section, you can update your current subscription, and view your billing documentation.

• Manage your sBizzl subscription
• Update payment method and billing details
• View and download your sBizzl invoices

At sBizzl, we prioritize the security of your account and data. With our Authorized Networks functionality, you can implement stringent access controls to safeguard your sensitive information

• Set up Authorized Networks and Authorized Users

sBizzl offers a suite of mobile apps tailored to different roles: sBizzl for managers, employees, and owners. Additionally, sBizzl Customer provides access to customer financial information, sBizzl Contractor serves vendors, while sBizzl WMS effectively manages warehouse operations, streamlining logistics and order fulfillment processes.

• sBizzl mobile app
• sBizzl Customer mobile app
• sBizzl Contractor mobile app
• sBizzl WMS(Warehouse management system) mobile app

If you're encountering any technical issues with setting up your sBizzl account or wish to discuss your account, you can email [email protected].