Organization onboarding
After first login as a merchant choose Business and complete organization creation. Screens below in onboarding order.
Screen 1: Choose Business
Business card (sales: offers, transactions, customers). After Continue organization onboarding starts (screens 2-4).
Screen 2: Company details
Company details form:
- Tax ID (required).
- Fetch from registry - after entering tax ID fills company name, address and contact automatically.
- Or Fill manually - then you enter: Name, Contact person, Phone, Address, Postal code, City, Country, Timezone, Terms link, Privacy policy link.
Bottom button Next. Validation: e.g. required tax ID, invalid format - messages by fields. After valid submit Next goes to Screen 3 (Branding).
Screen 3: Branding (Business only)
Branding form (payment page look):
- Website URL (optional). Fetch brand - system may fetch brand data from URL.
- Logo upload - drag file or choose; crop option.
- Brand color - used on payment and checkout page.
- Checkout preview - how payment page will look with your logo and color.
Back (to company details) and Create. Create goes to Screen 4.
Screen 4: Creating organization and finish
Creating organization… (loader). Then success message. Sometimes Tpay activation link with short instructions. Finish - takes you to dashboard in the new organization. Menu: Offers, Subscriptions and payments, Customers, Analytics, Plans, Settings (Organization, Team), Developers.
Organization switcher
Top bar has organization switcher: shows the current organization name. Click to see organizations you belong to - pick another to switch context (offers, transactions and customers are separate per organization).