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How to set up my Business?

This article outlines the Business configuration step by step, covering all the necessary details.

Introduction

Unless future modifications are made, the Business is normally configured only once, upon first entry. After the first entry, we find the business configuration screen.

Hyperlink (Business Screen Analysis).

In this we find a form with the following fields to complete:

Fields to Complete

  • Logo (optional):
    • Image
  • Company name (required):
    • Text
  • Time zone (?):
    • DropDown
  • Business language (?):
    • DropDown
  • Industry (required):
    • Selector [Franchise, Transportation, Construction, Others]
  • Members (required):
    • Selector [0 to 250, 250 to 500, 500 to 1000, 1000 to 3000, 3000 to 5000, +5000]
  • Departments (?):
    • Form - Add Department (Name Only)
  • User upload data (optional):
    • Form - Add custom fields for user upload

Explanation Video


Conclusion

We end the article by inviting you to review the hyperlinks to be able to delve into each module for more information. And if you do not find the information you are looking for, do not hesitate to contact us.