Bezlio Basics: The Bezlio Portal Interface

Illustration of hands on a tablet with the Bezlio logo in the center.  This illustration highlights the blog post about how to navigate around the Bezlio interface.

We've started a new video series on the basics of Bezlio. Much like any new technology, users have to get acquainted with the interface and features - and though Bezlio is an incredibly flexible and user-friendly platform, there is no harm in getting down to basics.

In the accompanying video Bezlio Sales Account Manager Kahley Cleveland presents the Bezlio Portal Interface, which of course is the central location from which users will interact with Bezlio, whether it be their account information, panels or the Bezls themselves.

User Profile

The video begins with Kahley's Bezlio interface, with the left-hand panel open, showing her avatar, name, and title as well as the icons which will be the main subjects of discussion during the video. Kahley begins in a place that most, if not all, users will start: the User Profile Management section.

Available via the left-most icon on the main menu to the left of the Bezlio interface, the User Profile Management tab allows the user to update their first and last names, title and profile image in addition to changing their passwords. This all straightforward and familiar to virtually anyone who regularly uses web apps. 

Billing Portal

Sitting just to the right of the user management icon is a familiar dollar sign icon that fittingly leads the user to Bezlio's Chargify portal. This page features two tabs: Subscriptions and Statements.

On the Subscriptions tab, the user can view their subscription information, change (or cancel) their plan, or modify their payment method.

The Statements tab presents a listing of the user's statements, all of which can be clicked to open a PDF file that you can print or save as needed. 

Bezl & App Manager

With the fairly standard, familiar profile and billing tabs already explored, Kahley moves on to third icon - gear that leads to the user's Bezls themselves.

When the user clicks the icon they are presented with three tabs, the first of which: "My Bezls" is the default and displays a list of all the user's Bezls, with the most recent at the bottom and the oldest at the top.

The second tab "Shared Bezls" contains a list of the Bezls that other users have shared with the user.

The third tab is the "Create Bezl" tab which as the name indicates opens up the Bezl Builder with its tabs allowing the creation of Apps or Templates, the importation of bezl files or the Custom tab which developers can use to create Bezls from scratch.

A complete exploration of the features of the Bezl Builder requires a video of its own, so Kahley merely scratches the surface of this screen as part of this introductory video.

Interface Tools

There are three icons at the top of the Bezlio interface. The first of these, resembling a hamburger, allows the user to collapse the left-side pane. Collapsing the panel does not remove the ability to interact with it - as Kahley demonstrates, the familiar icons remain at the left, arranged top to bottom in a single row.

There is also a drop-down icon in the upper part of the screen that the user can utilize to access any of their panels, or even add a new panel.

Between the two icons above is a bell icon which both notifies the user of any notifications and also allows the user to interact with any notifications they may receive. 

The Bezlio cloud symbol, visible in both the full and collapsed versions of the left-side control panel, allow the user to go back to their home screen instantly.

The user can also log out from the left side panel by clicking the lock icon, or can do the same by clicking on their name at the top right of the screen.

Customizing the Layout

With the basics out of the way, Kahley then moves on to explaining how the user can customize their home page (or any panel) by modifying the size or positions of their Bezls. All the Bezls can be grabbed by left-clicking and holding and once grabbed can be moved to a new spot on the panel, with the other Bezls moving around accordingly. They can also be resized by grabbing a corner and dragging in the desired direction. 

Bezls can also be pinned to the homepage and once pinned can also be removed. You can accomplish this by clicking the word 'Home' on the Bezl (and this applies to all Bezls) and, depending on the current state of the Bezl, selecting either 'Remove from Home' or 'Pin to Home' as needed.

As with the 'Home' option, each Bezl also has options for editing, sharing or deleting the Bezl. Clicking 'Edit' will present the user with the option to rename the Bezl, 'Share' allows the user to not only share the Bezl with another user but also view the users with which you've already shared and also take a screenshot. 'Delete' accordingly does just what the name suggests, deleting the Bezl from the panel.

Conclusion

That completes Kahley's whirlwind tour of the basics of the Bezlio Portal Interface. Check out our video education page and subscribe to our YouTube channel to see other videos that cover other features of the Bezlio platform.


Nothing Is As Good As Seeing It For Yourself!

Join us for an upcoming web demo so you can sit and watch us go through the interface and explain how Bezlio can be used in your unique situation!