Overview
This guide explains how to enable and manage multiple companies within your e-Reception Book dashboard. Learn how to add companies, assign employees, and set up notifiable staff to ensure seamless visitor notifications. Follow the step-by-step instructions to streamline company management and improve workplace efficiency.
How to Enable Companies
If you wish to enable companies on your e-Reception Book dashboard, please follow the steps we have provided below:
Navigate to Configuration > Settings
Click the Features under Reception
Scroll down and tick Multiple Companies
How to Add a Company
If you wish to add a company on your e-Reception Book dashboard, please follow the steps we have provided below:
Navigate to Directory > Companies
Click the + icon
Click New Company dropdown
Enter the new companies details
Click Save
How to Add an Employee to a Company
If you would like to add an employee to a company on your e-Reception Book dashboard, please follow the steps provided below:
Navigate to Directory > Employees
Click the + icon
Click New Employee
Add in employees details
Scroll down to Company and select the relevant one
Click Save
How to Set up Notifiable's for Companies
If you would like to set up notifiable's for specific companies on your e-Reception Book dashboard, please follow the steps provided below:
Navigate to Directory > Companies
Click on the company you want to add notifiable' for
Click Edit in the top right corner
Go to Notifiable section and select the staff members you would like to add
Click Save
Important: Staff members can be set as a notifiable for more than one company.