How to Add and Manage Companies in Gemcloud?

How to Add and Manage Companies in Gemcloud?

Gemcloud allows you to efficiently manage company details within its platform. Here’s a step-by-step guide on how to add a new company and manage existing ones:

Adding a New Company

Step 1: Access Configuration Settings

  1. Locate the Configuration Button
  2. Click on the configuration button at the top right corner of your screen.

Step 2: Navigate to Account Settings

  1. Open Account Settings
  2. On the left-hand menu, go to the "General" section.
  3. Click on "Account Settings."
  4. From the dropdown menu, select "Companies."
  5. It will direct you to the companies overview page

Step 3: Add a New Company

  1. Initiate Adding a New Company
  2. Click on the "Add New" button.
  3. Begin filling in the company details.

Step 4: Enter Basic Information

  1. Fill in Basic Info
  2. Enter the company name.
  3. Provide the company email address.
  4. Add the company phone number.
  5. Enter the company’s tax ID.

Step 5: Fill Address Information

  1. Provide Address Details
  2. Enter the office number.
  3. Provide the street address.
  4. Select the country.
  5. Specify the state.
  6. Enter the city.
  7. Add the postal code.

Step 6: Configure Company Settings

  1. Set Company Preferences
  2. Choose the company status.
  3. Indicate if it is the primary company.
  4. Upload the company logo.

Step 7: Add Notes and Documents

  1. Include Additional Information
  2. In the "Notes & Documents" section, add any relevant notes.
  3. Upload document files as needed.
  4. Click the "Save" button to add the notes.

Step 8: Assign new bank

  1. Assigning new bank
  2. Click on Assign new bank button
  3. Select the bank and click on save button
  4.  New bank will be added to the system

Step 9: Add payment method

  1. Click on add payment  method .
  2. Select the type (Stripe, PayPal sandbox, PayPal credit/debit.
  3. Enter publish key and secret key and click on save.
  4. The payment method will be added to the system.

Step 8: Save the New Company

  1. Finalize Adding the Company
  2. Go to the top right corner and click the "Save" button.
  3. Your new company will now be added to Gemcloud.

Managing Existing Companies

  1. Editing Company Details

  2. Edit Company Information
  3. Select a company from the list to edit its details. Click on Manage
  4. Update the necessary fields, including basic info, address, settings, and notes/documents.
  5. Save changes by clicking the "Save" button at the top right.

Deleting a Company

  1. Remove a Company
  2. Select the company you wish to delete, click on Manage
  3. Click on the "Delete" button.
  4. Confirm the deletion to remove the company from Gemcloud.

By following these steps, you can easily add new companies and manage existing ones within Gemcloud, ensuring your company information is up-to-date and organized.


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