Organizations Configurations
A Step-by-Step Guide to Configuring Your Organisation Information
When you begin setting up your Loyalife account, one of the first steps is to configure your Organisation Details. This ensures that your business information is correctly set up for smooth operations within the platform.
Why is this Important?
Adding your organisation details is a mandatory step, as it helps establish your business identity and ensures that all transactions, communications, and configurations are aligned with your company’s information.
How to Add Organisation Details
Step 1: Log in to Your Loyalife Account
Start by logging into your Loyalife account using your credentials.
Step 2: Navigate to Organisation Settings
- Click on Configurations from the main menu.
- Select Organisation.
- Click on Edit to update your organisation details.
Step 3: Enter the Required Information
Fill in the following mandatory details:
- Registered Business Name
- Company Website URL
- City & Region
- Country
Step 4: Save Your Changes
Once all the details are entered, click Update to save the information.
Remember:
Setting up your Organisation Details is a crucial first step in configuring your Loyalife platform. By completing this step, you ensure that your business profile is structured correctly, allowing you to move forward with program setup, user management, and rewards configurations effortlessly.
Next step is to configure the program details.
Updated about 1 month ago