Sub-Company profile creation
Sub-Company profiles have been created to allow business that want users to process transactions for multiple business brands to do so from the single, central Paytia user interface.
Sub company control is a Paytia licence that needs to be added before the service is available to use.
Once activated a new Sub-menu option 'Manage Sub-companies' will appear under the Administer users menu.
Note: Once Sub-company is activated you need to create company details for every company so users can correctly select from each, distinct, company brand.
1. Clicking on the menu item will load the administration page.
2. Using the 'Add Sub-company' button will show a popup screen allowing you to enter information about each company profiles.
Note: These details are used in ecommerce services such as Payment links and customer receipts.
Note: These details are used in ecommerce services such as Payment links and customer receipts.
The Company name will be shown to your form users and used on digital communication.
Adding your logo - use the slider to zoom in and out until your log fits in the highlighted box. Then use your cursor to move the logo left and right to position it. We suggest moving the logo so it appears far left.
3. Once saved you will see your new profile created
With each new profile you can add further customisation/settings using the Actions buttons provided.
4. Custom settings allows Company specific settings for a) Associated Payment gateways b) Outbound email server settings (SMTP) c) Expiry times for Payment links
Tick the Gateway routes that should be available when this company profile is used.
SMTP is outbound email. Once activated Paytia will send all outbound electronic email correspondence through this email service. This allows you to force emails to appear send from your own company email services.
Payment link expiry time allows a timeout to be applied to payment links created and sent to customers. Once expired, Payment links are not longer usable.
5. Now that the company profile is created follow the creation process for user roles or editing user profiles to assign it to users.
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