Onboarding
Organization Onboarding
See the registration, setup readiness, role access, and go-live preparation flow for new organizations — from a single operator to full organization control.
The journey
From one operator to organization control
Onboarding explains how a single user can begin, then add organization, branches, users, roles, module packs, providers, audit, and support readiness.
Tenant Setup
Create the organization tenant, define its identity, and configure the base environment for all downstream setup.
Role & Access
Assign roles, map form-level permissions, and control which users can see and act on each module page.
Module Packs
Activate the module packs your organization needs — catalog, inventory, POS, billing, finance, and more.
Provider Readiness
Connect printers, payment gateways, SMS/WhatsApp, storage, and other providers before going live.
Branches & Users
Add branches, outlets, and users. Scope each user to the correct organization, branch, and role.
Go-Live
Verify audit trails, support readiness, and subscription state. Flip the organization to active.
Readiness
Everything in place before go-live
The onboarding flow walks through each prerequisite so your organization is fully configured, permissioned, and supported before the first live transaction.
Ready to set up your organization?
Start the onboarding flow and go from registration to go-live with guided setup for every step.