What You’ll Learn

In this guide, you’ll learn how to use the Admin, Reports, and Content Management features in SBCX. You’ll see how to:

• Manage user accounts, roles, and permissions as an OSDBU Admin.
    

• Activate users, reset passwords, and update access settings.
    

• Set permissions for Forecast Opportunities and Small Business Review access.
    

• Manage your own availability so you appear in routing workflows.
    

• View and track events, including attendee business profiles and notes.
    

• Run reports by role, division, and activity type.
    

• Edit homepage content, announcements, and HUBZone spotlights.
    

• Create internal links and publish content updates.
    

Whether you need to administer users, track program activity, or update SBCX content, this guide covers the tools you need.

TABLE OF CONTENTS

1. User Administration
  

2. Account Management
  

3. Events
  

4. Reports
  

5. Content Management

 Content Editor 

1. User Administration

Roles are grouped into Business and Government users.

Figure 1. OSDBU Admin Interface

OSDBU Admins can manage:

• Anonymous Users
   
  

• Contractors (Admin or regular)
   
  

• OPDIV roles (CS, CO, PO, HCA, etc.)
   
  

• SBA PCR
   
  

• OSDBU roles (SBS, Admin, Director, Deputy)
   
  

OSDBU Admins can activate users, manage access and reset passwords.

Additional permissions:

• Forecast Creation/Publishing

• Small Business Review Access
  

• Operating Divisions

Figure 2. User Management Options

Figure 3. Reset Passwords in Credential Management

2. Account Management

Users must update availability in My Account → Update Availability to appear in routing workflows.

Figure 4. Availability options

3. Events

Events are managed via Eventbrite. SBCX displays:

• Event name and date
  

• Number of businesses registered
  

• Attendee details
  

You can click the business name to view profiles and add notes.

4. Reports

Available reports depend on your role.

Tabs include:

1. Overview
   

   1. Reviews by division
      

   2. Published opportunities
      

   3. Registered users
      

   4. Notes taken
      
      

2. Users and Businesses
   

   1. Filter by date
      

   2. Totals by OPDIV
      
      

3. Small Business Reviews
   

   1. Completed/approved/revised stats
      
      

4. Opportunity Forecasts
   

   1. Filter published forecasts
      

5. SBA Review Summary
6. Subcontracting Reviews
7. Outstanding Reviews

Figure 5. Reports Interface

5. Content Management

Authorized users can edit homepage banners, OSDBU communications, HUBZone spotlights, and more.

Editable areas include:

• Carousel banners (title, body, video ID)
   
  

• Announcements for industry or government
   
  

• HUBZone company spotlights
  

Figure 6. HUBZone Spotlight

Content Editor 

Figure 7. Content Editor

To create internal links:

1. Highlight anchor text
     
2. Use the attachment icon
     
3. Use #Label to create a bookmark
     
4. Link the label from elsewhere in the doc
   

Authorized users can approve and publish changes.

Figure 8. Content Approval

Need Help?

If you're having trouble or don’t see what you need:

Submit a help desk ticket or email us at: client.support@apexlogic.com