8.1 Corporate Feature

This tutorial provides a step-by-step guide on setting up a corporate account.

Step 1: Click on the corporate menu and see the list of corporates defined in the company.

Step 2: Click on the add corporate option.

Step 3: Set up a corporate account using the corporate information. This includes the corporate name and the company's legal name registered on the platform and government documents.

Step 4: Set up the corporate phone number and an alternate phone number, if available.

Step 5: If the corporate has a specific identification, set up the identification ID.

Step 6: Add the corporate address.

Step 7: Proceed to the admin information to Set up a corporate account using an email. The corporate will use this email to log into the corporate panel.

Step 8: Look at the configurations displayed for the employees.

Step 9: Enable or disable the configuration for employees to see corporate pricing.

Step 10: Enable or disable the booking confirmation feature. If enabled, employees must schedule their trips in advance and receive confirmation approval from the corporate or authorizer.

Step 11: Enable or disable the reason for booking configuration. If enabled, employees must enter a specific reason for generating a corporate trip.

Step 12: Enable or disable the employee authorization grouping configuration. If enabled, admin or corporate can assign employees to each authorizer.

Step 13: Set up tax information. This information is used when generating invoices.

Step 14: Click on the submit option to generate the corporate account. A set password email will be sent to the registered email address.

Step 15: View the detailed information. Click on the corporate name to see all the details about the corporation and its configurations.

Step 16: Click on the corporate pricing to see the vehicle types created for the corporates.

Step 17: Click on the assign option to assign specific pricing to each corporate account.

Step 18: View the invoice option to see invoices generated under the corporate account.

Step 19: Please select the Add Invoice option to create an invoice for the corporate account. You can choose to generate the invoice based on completed trips or include all trips.

Step 20: The administrator can apply additional discounts if required. Additionally, tax will be automatically applied according to the settings configured during the creation of the corporate account.

Step 21: Add employees. Click on the add employee option to add employees.

Step 22: Click on the submit option to create the employee for the corporate account.

Step 23: Manage employee requests. Approve or reject employee requests to switch their account from a normal user to an employee.

Step 24: Manage authorizers. Create an authorizer for the corporate.

Step 25: Click on the next option after adding the personal information. A set password email will be sent to the account.

Step 26: Click on the select employee option to see a list of employees.

Step 27: If the grouping configuration is enabled, select which employees will be assigned to which authorizers.

Step 28: Click on the submit option to set up the authorizer account.

This concludes the tutorial on how to set up and configure a corporate account.