Getting Started

Initial setup and configuration of your Business Network.

Portal Setup

When you first log in to the Business Network application, you'll need to set up your portal. The portal represents your business or organization in the system.

Setting Up Your Portal

  1. Navigate to the Settings section
  2. Click on "Portal Settings"
  3. Fill in your business information:
    • Business Name
    • Business Address
    • Contact Information
    • Upload your business logo
  4. Click "Save" to update your portal information

Tip: Your portal information will be displayed at the top of the dashboard, making it easy for users to identify which business they're working with.

Setting Up Business Structure

Before adding members, you should set up your business structure by configuring cities, teams, and categories.

Adding Cities

  1. Go to the Business Settings section in the sidebar
  2. Click on "Cities"
  3. Click the "Add City" button
  4. Enter the city name
  5. Click "Save" to create the city

Creating Teams

  1. Go to the Business Settings section in the sidebar
  2. Click on "Teams"
  3. Click the "Add Team" button
  4. Enter the team name and description
  5. Select the city for this team
  6. Click "Save" to create the team

Setting Up Categories

  1. Go to the Business Settings section in the sidebar
  2. Click on "Categories"
  3. Click the "Add Category" button
  4. Enter the category name
  5. Set the status (active/inactive)
  6. Click "Save" to create the category

Configuring Membership Plans

Membership plans define the types of memberships available in your network.

Creating Plans

  1. Go to the Business Settings section in the sidebar
  2. Click on "Plans"
  3. Click the "Add Plan" button
  4. Enter the plan details:
    • Plan Name
    • Price
    • Duration (in days)
    • Start and End Dates
    • Select City
    • Set Active Status
  5. Click "Save" to create the plan

Setting Up Bank Accounts

Bank accounts are used for tracking transactions in the system.

Adding Banks

  1. Go to the Business Settings section in the sidebar
  2. Click on "Banks"
  3. Click the "Add Bank" button
  4. Enter the bank name
  5. Click "Save" to create the bank

Important: Make sure to set up at least one bank account before processing any payments or transactions in the system.

Next Steps

After completing the initial setup, you can start: