Organizations
The Organizations section allows administrators to create and manage company records within the platform. Each organization can be configured with business details, contact information, hierarchy settings, and bank details.
Creating a New Company
To create a new company:
Navigate to the Organization tab and click Add Company. The Company Details panel will be displayed.
Enter the Company Name.
Enter the Registration Number.
Click the Business Type dropdown and choose the appropriate business category from the list. This field is mandatory.
Enter the company's primary contact number, including the country code.
Enter the company's website URL.
Enter the company's WhatsApp contact number with country code.
Enter the official company email address.
Enter the email address that should receive system notifications.
10. Enter the Telegram username or numeric Telegram ID.
11. Click Select Country and choose the appropriate country from the dropdown list.
12. Click Select Timezone and choose the timezone that best matches the company's primary operating location.
13. Company Hierarchy – Use this section to specify whether the company should be created as a child company. If the company is not a child company, keep the toggle switched Off. If it is a child company, enable the toggle and select the parent company from the dropdown list.
Bank Details
The Bank Details section is used to store banking information for organizations that receive payments through the platform. Enter the following details:
Bank Name – Name of the banking institution.
Account Name – Name registered on the bank account.
SWIFT / BIC Code – International transfer identifier.
Click the Save button to create the company record.This field is optional.
Contract
The Contract tab allows you to manage contract-related information for the organization, including contract documents, expiration dates, and company status.
Contract Template
Use the Download Template button to download the standard contract template for the organization. This template can be completed, signed, and uploaded back into the system.
Upload Contract Document
Upload signed contracts or other related documents by clicking the Click to upload area.
Supported file formats: PDF, DOC, DOCX, and image files.
Contract Expiry
Use this section to manage the contract expiration date.
Unlimited (No Expiry) – Enable this option if the contract does not have an expiration date. When enabled, no expiry date is required.
Expiry Date – If the contract has an expiration date, disable the Unlimited (No Expiry) option and select the appropriate date. The selected date must be today or a future date.
Company Status
Use the Company Status toggle to control whether the organization is active.
Active – The organization is active and can access all enabled features.
Inactive – The organization is disabled and cannot access the platform until it is reactivated.
Save Changes
After making any updates, click Save Changes to save the contract details, company status, and any uploaded documents.
