Organisations Management

How to view and edit your organisation's information and invite new teammates

Inviting new teammates
You don't want to be a one-man show anymore and need some teammates to help you use the Admin Panel? To do so, go to the Organisations > Teams t...
Tue, 3 Dec, 2019 at 3:44 PM
I want to delete my organisation
[Coming Soon] You mistakenly created an extra organisation or you simply don't want to be using our system anymore: here's how to delete an or...
Wed, 22 Apr, 2020 at 9:18 AM
How to create a new organisation
Business growing? More locations? If you are a business user of the platform, you might be able to create new sub-organisations below yours. To create a...
Thu, 23 Apr, 2020 at 1:44 PM
How to update/change a user's role
Go to the Organisations > Teams tab. Choose the teammate whose role you wish to edit.    On the right side, you will see a panel with Available ac...
Mon, 6 Apr, 2020 at 10:28 AM
How to change your organisation's logo
You can set up and later on change your organisation's logo. It will be visible in the top left corner of the site together with the name of your organ...
Wed, 22 Apr, 2020 at 9:27 AM
How to change my organisation's owner
Feeling like passing the torch?  There might be cases when you need to pass the ownership of your organisation to a colleague of yours. There might also...
Wed, 20 Nov, 2019 at 10:31 AM
How to change my organisation's address
Go to Organisations > Basic Information tab. On the right side, you will see an Available Actions panel. Click on Edit information to make neede...
Mon, 25 Nov, 2019 at 11:51 AM
How to edit my billing information
For monthly clearing and settlement purposes, the owner of each organisation must ensure that the system has correct billing details (settlement information...
Tue, 3 Dec, 2019 at 3:55 PM
Roles description
Each user has a specific role in their organisation. We have redefined how the roles and permissions work so that they can be better documented and create l...
Tue, 3 Dec, 2019 at 3:59 PM
Organisation types
You might have noticed in your Basic Information tab some new information related to your organisation's type. Currently there are 6 types of organ...
Fri, 9 Oct, 2020 at 2:20 PM