Company Management Documentation

Overview

This document outlines the management and configuration of companies within the system. Companies are entities created and managed under customer accounts, each with specific details and functionalities.

Listing and Filtering Companies

Listing Companies

All companies associated with your account are listed here. You can further filter this list using various filters available.

Types Dropdown

You can categorize companies using the types dropdown to further refine your list of companies.

Creating a New Company

Steps to Create a New Company

1. Accessing New Company Creation:
   • Navigate to New -> New Company or Customers -> New -> Customer. Both forms are identical.
   • Fill in the customer information in the first two columns.
   • Provide company details in the third column. Email and password are mandatory. Copy the password displayed, which will allow customers to log into their company.

Reseller Packs

Overview of Reseller Packs

Reseller Packs include frontend and backend URLs:

• Frontend URL: Secures API calls from a single source.
• Backend URL: The reseller's ERP URL, where all reseller activities, including subscriptions, are managed.

Creating Additional Companies

Steps to Create Additional Companies

1. Creating a Second Company:
   • To create a new company under an existing customer, navigate to New -> Another Company.
   • Select the appropriate customer and enter the details for the new company.
   • This allows multiple companies to be managed under one customer, with the ability to login with the same email and switch between companies.

User Subscriptions

Managing User Subscriptions

• Subscription management for customer companies is handled at Company -> User Subscriptions.
• Functions available include creating, editing, adding extra users, adding extra storage, holding a subscription, or extending it.

Company Details

Company Details Overview

• Details include active subscription pack, number of users, date created, country, and status of the company.

Inactivating or Disabling a Company

Steps to Manage Company Status

• Change company status or modify/remove companies under customer accounts.
• Navigate to the company details section and adjust as needed.

This documentation provides a comprehensive guide to managing companies within the system, including creation, categorization, subscription management, and status modifications.