Account Setup and Configuration

Proper account setup is crucial for getting the most out of Sederly. This comprehensive guide covers everything from initial organization configuration to advanced settings that will streamline your business operations.

## Setup Overview Your account setup involves these key areas: 1. **Organization Profile** - Basic business information 2. **Branch Configuration** - Physical locations setup 3. **User Management** - Team member access 4. **System Preferences** - Timezone, currency, and display settings 5. **Payment Configuration** - Payment methods and billing 6. **Security Settings** - Password policies and access controls ## Step 1: Organization Profile Setup ### Basic Information Navigate to **Settings > Organization** and complete: #### Required Information: - **Organization Name**: Your business legal name - **Business Type**: Select from retail, wholesale, service, or mixed - **Industry**: Choose your primary industry category - **Business Registration Number**: Tax ID or registration number - **Primary Contact Email**: Main business email address - **Primary Phone Number**: Main business phone #### Address Information: - **Business Address**: Complete physical address - **City, State/Province**: Location details - **Postal/ZIP Code**: Mailing code - **Country**: Business location country #### Optional but Recommended: - **Website URL**: Your business website - **Business Description**: Brief description of your services - **Logo Upload**: Company logo for branding - **Business Hours**: Operating hours for each day ### Branding and Appearance #### Logo Configuration: - **Primary Logo**: Main logo for receipts and documents - **Favicon**: Small icon for browser tabs - **Receipt Logo**: Optimized logo for thermal printing #### Color Scheme: - **Primary Color**: Main brand color - **Secondary Color**: Accent color - **Theme Mode**: Light or dark interface preference #### Document Templates: - **Receipt Header**: Custom header text - **Receipt Footer**: Thank you message or contact info - **Invoice Template**: Professional invoice layout ## Step 2: Branch Configuration ### Creating Your First Branch Go to **Settings > Branches** and click **"Add New Branch"**: #### Branch Details: - **Branch Name**: Location identifier (e.g., "Main Store", "Downtown Location") - **Branch Code**: Short code for internal reference - **Branch Type**: Physical store, warehouse, online, or service location - **Status**: Active or inactive #### Location Information: - **Address**: Complete branch address - **Contact Information**: Phone and email for this location - **Manager**: Assign a branch manager - **Operating Hours**: Specific hours for this location #### Operational Settings: - **Default Tax Rate**: Local tax rate for this location - **Currency**: Local currency (if different from organization default) - **Timezone**: Local timezone for this branch - **Receipt Settings**: Branch-specific receipt configuration ### Multi-Branch Setup If you have multiple locations: 1. **Create each branch** with unique identifiers 2. **Assign users** to specific branches 3. **Configure branch-specific** tax rates and settings 4. **Set up inventory** allocation between branches 5. **Enable branch reporting** for location-specific analytics ## Step 3: User Management and Roles ### Adding Team Members Navigate to **Users > Add New User**: #### User Information: - **Full Name**: Employee's complete name - **Email Address**: Login email (must be unique) - **Phone Number**: Contact number - **Employee ID**: Internal employee identifier (optional) #### Role Assignment: - **Organization Owner**: Full system access - **Manager**: Branch management and reporting - **Staff**: Order processing and customer service - **Accountant**: Financial data and reporting access - **Production**: Manufacturing or preparation access - **Delivery**: Order fulfillment and delivery #### Branch Assignment: - **Primary Branch**: Main working location - **Additional Branches**: Other accessible locations - **Access Level**: Full or limited branch access ### Permission Configuration Each role comes with predefined permissions, but you can customize: - **Order Management**: Create, edit, delete orders - **Customer Management**: Add, edit customer information - **Inventory Access**: View and manage inventory - **Reporting**: Access to various reports - **Settings**: Modify system settings - **User Management**: Add and manage other users ## Step 4: System Preferences ### Regional Settings Go to **Settings > Preferences**: #### Localization: - **Primary Language**: Interface language - **Date Format**: How dates are displayed - **Time Format**: 12-hour or 24-hour format - **Number Format**: Decimal and thousand separators #### Currency Settings: - **Primary Currency**: Main business currency - **Currency Symbol**: Display symbol ($, €, £, etc.) - **Decimal Places**: Number of decimal places for pricing - **Exchange Rates**: If dealing with multiple currencies #### Timezone Configuration: - **Organization Timezone**: Primary business timezone - **Auto-detect**: Use browser timezone for users - **Daylight Saving**: Automatic DST adjustment ### Notification Preferences Configure how and when you receive notifications: #### Email Notifications: - **New Orders**: Notification for new order creation - **Payment Received**: Payment confirmation alerts - **Low Inventory**: Stock level warnings - **System Updates**: Platform update notifications - **Security Alerts**: Login and security notifications #### In-App Notifications: - **Real-time Alerts**: Instant notifications within the platform - **Dashboard Widgets**: Summary notifications on dashboard - **Sound Alerts**: Audio notifications for important events ## Step 5: Payment Configuration ### Payment Methods Navigate to **Settings > Payments**: #### Available Payment Methods: - **Cash**: Enable cash payments with change calculation - **Credit/Debit Cards**: Integrate card processing terminals - **Bank Transfer**: Manual bank transfer recording - **Digital Wallets**: PayPal, Apple Pay, Google Pay - **Store Credit**: Customer credit and gift card system - **Buy Now, Pay Later**: Installment payment options #### Payment Gateway Integration: - **Stripe**: Credit card processing - **PayPal**: Online payment processing - **Square**: Point-of-sale integration - **Local Gateways**: Regional payment processors ### Billing and Subscription Configure your Sederly subscription: #### Subscription Management: - **Current Plan**: View your active subscription - **Usage Metrics**: Monitor plan limits and usage - **Billing History**: Access past invoices - **Payment Method**: Update billing payment method - **Plan Upgrade**: Upgrade to higher-tier plans ## Step 6: Security Configuration ### Password Policies Set up security requirements: #### Password Requirements: - **Minimum Length**: 8-16 characters - **Complexity**: Require uppercase, lowercase, numbers, symbols - **Expiration**: Password change frequency - **History**: Prevent password reuse #### Two-Factor Authentication: - **Enable 2FA**: Require second authentication factor - **SMS Verification**: Phone-based verification - **Authenticator Apps**: Google Authenticator, Authy support - **Backup Codes**: Emergency access codes ### Access Controls #### Session Management: - **Session Timeout**: Automatic logout after inactivity - **Concurrent Sessions**: Limit simultaneous logins - **IP Restrictions**: Limit access to specific IP addresses - **Device Management**: Track and manage logged-in devices ## Verification and Testing ### Account Verification Checklist Before going live, verify: - [ ] Organization profile is complete - [ ] At least one branch is configured - [ ] Primary user accounts are created - [ ] Payment methods are set up - [ ] Tax rates are configured correctly - [ ] Receipt templates are customized - [ ] Security settings are enabled - [ ] Notification preferences are set ### Test Transactions Perform test operations: 1. **Create a test order** with sample products 2. **Process a test payment** using each payment method 3. **Print a test receipt** to verify formatting 4. **Generate a test report** to check data flow 5. **Test user permissions** with different role accounts ## Next Steps After completing your account setup: 1. **Import existing data** (customers, products, inventory) 2. **Train your team** on the platform 3. **Create your first real order** following our [order creation guide](https://sederly.com/help/create-first-order) 4. **Set up integrations** with existing tools 5. **Configure reporting** for business insights ## Common Setup Issues ### Troubleshooting Tips: **Can't save organization settings?** - Check that all required fields are completed - Verify email format is correct - Ensure business registration number is valid **Branch creation fails?** - Confirm address information is complete - Check that branch code is unique - Verify timezone selection is valid **User invitation not received?** - Check spam/junk email folders - Verify email address is correct - Ensure user doesn't already have an account **Payment integration issues?** - Verify API credentials are correct - Check payment gateway account status - Confirm webhook URLs are configured