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Only The Admin Licence user can access Organizational Profile. |
Organizational Profile enables you to view :
View and update your
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Organization,
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Configure Self-Registration settings,
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Create Child Organisations and
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Invite New Licence Users.
After selecting the ‘Know More’ button you will view the landing page which gives you a basic information overview for your organisationorganization.
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Update Organization Profile:
Select the “UPDATE” button in the top right corner to view and change your organisation information.
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You can only update your organisationsorganizations:
Account / Name
Address
Financial Year Start Month
Once you have made your changes please select the Update Button at the bottom right.
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Registered URL is the current Self-Registration URL link being used by your Organisation.
You can select the ‘copy' button next to it to share this when inviting new Users.Generate NEW URL once you have updated the Self-Registration settings you have to select the Generate New URL button to create a new URL Link to copy and invite new Users.
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Self - Registration Configuration:
To update and configure Self-Registration select the ‘Cog Wheel’ underneath the Update button, in the top right hand corner, shown below:
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This will lead you to the configuration page that looks like this:
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Once you have set your desired configuration please remember to hit the save button in bottom left corner.
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Create Child Organization
Creating a Child Organization is quick and easy.
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Your new Child Organization has now been created, you can access this on the Admin Feature.
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Invite User
To use this Invite Feature you need to have the Users basic information to hand, Name, Number, Email.
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