Reaching Organization Settings:
You can follow below steps to reach the Organization Settings:
- Go to Settings on the left-hand bottom of your screen
- Go to Settings → Organization to open the Settings
Adding Company Information:
Clicking on Profile helps to add Company info like Logo (which will essentially print on any Orderhive document you generate), Contact No., Address, website name, Tax ID and fiscal year.
Note: It is recommended to add a high definition logo file to make it look crystal clear in the documents.
Export Orderhive Data:
Using this you can export your organization data like Inventory, Orders, Shipments, Invoices, Purchases, Customers etc. Just select the check-boxes of the data that needs to be exported and you will get an excel file with all the selected data via notification and by an email.
Reset Account and Delete Account:
This will allow you to completely start fresh by resetting the account which will clear all the data from the account and you can then start from scratch.
This will allow you to clear the data within Orderhive and delete the account, which will then be inaccessible using the same credentials.
Inviting users can be done by clicking on the “+” on the right, which would basically send an email to user to create a sub-user account.
Enter the name, email id and department and hit “Save”. After this, an email will be sent to the user who can then create a sub-user account with his/her email ID being the login ID and a password.
A sub-user can be stopped accessing the account by clicking on the switch “Inactive”.
In case the user does not receive the email or deletes it by mistake, you can resend the invitation to the user to create the account.
An inactive user can be deleted by clicking on that user which will open the following window and then click on “Delete”.
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