How to Set Up Company Configurations

The Company Configuration setup page in Transpomate allows administrators to define and customize essential settings for their company. This section enables organizations to tailor the platform to their specific operational requirements, ensuring smooth management of transportation-related processes.

This page will automatically appear when the Company Admin logs in for the first time. After the initial setup, any user with the Admin role can access this page under Configurations within the Home Page.

1.1: Permissions and Roles Required:

Admin: Can configure the company settings one time and view company configurations

📌 Setting up the Company Configurations is essential for Transpomate to function.

1.2: Company Configuration Form:

📌 Upon setting up the Company Configurations for the first time, the Admin will be directed to the Edit Employee page to complete his Employee Profile.

1.3: Next Steps After Company Configuration :

Once the Company Admin has completed the initial company configuration, they must follow these steps to ensure a smooth setup of the system.

Step 1: Complete Company Admin's Employee Profile:

After setting up the company configurations, the Company Admin should complete their employee profile by filling in the necessary details within the Edit Employee page.

Step 2: Add Departments and Cost Centers:

Before adding employees, the admin must first create:

Departments – to organize employees into functional groups. (Add Departments)
Cost Centers – for financial tracking and accounting purposes. (Add Cost Centers)

Step 3: Add Employees:

Once Departments and Cost Centers are set up, the Company Admin can start adding employees to the application. (Add Employees)

Assign employees to their respective departments and cost centers.
Configure roles and permissions for employees based on their responsibilities.

By following these steps, the Company Admin ensures that the organization structure is properly set up before employees start using the system.

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