the organization
Company Data
To access the Company and Billing Data section, click on “Organization” in the left sidebar, then select “Company Data.”
Company Data
The company data consists of essential information about the organization, completed during account setup on the DBR77 platform. This defines the subscription holder and the organization authorized to operate within the subscription.
Editing Company Data
- Click on "Edit Company Data."
- Make changes in the relevant fields and confirm them.
- After confirmation, you will receive an email with a confirmation link.
- Click the link to verify the changes.
- Changes will take effect after verification.
Billing Data
Billing data is required for issuing invoices for the Digital Twin subscription and may differ from the subscription holder’s company data.
Filling Out and Editing Billing Data
Entering Billing Data:
- These details should be entered when purchasing the subscription or via the “About the Company” section.
Editing Billing Data:
- Enter the new data in the appropriate fields and click “Save.”
- Remember that billing data may differ from the organization’s company data.
Important:
- Company and billing data apply to all subscriptions on the DBR77 platform.
- Changes to billing data affect all future invoices, which will be issued based on the updated billing details.
Summary
Up-to-date and accurate company and billing data are essential for managing subscriptions and billing on the DBR77 platform. For more information, see Getting Started -> Company Data.
User
Users Tab
The “Users” tab enables authorized personnel to manage the team associated with the organization. Here, you can add new team members and assign them the necessary permissions to use the DBR77 platform.
Adding Users to the Organization
1. Adding New Users:
- Go to the “Users” tab and click on “Invite User.”
- Enter the email address of the user you wish to add to the organization.
- Ensure the email address belongs to a registered user on the DBR77 platform (otherwise, a notice will appear indicating that the email address does not exist).
- Click “Confirm” to send the invitation to the organization.
2. Verification and Confirmation:
- The added user will receive an email with an invitation to the organization.
- Upon accepting the invitation, the user will automatically be added to the organization’s member list.
Assigning Permissions
1. Assign Permissions:
- In the “Users” tab, you can manage the permissions of individual team members.
- Select the user whose permissions you want to modify.
- Check the appropriate permission options to set the user’s access to DBR77 platform features.
2. Types of Permissions:
- The DBR77 platform allows for the assignment of various access levels, depending on the user’s role in the organization.
- Possible permissions include access to subscription management, project editing, report creation, or management of company data.
Important Information
Platform Registration:
- Only users who are already registered on the DBR77 platform can be added to the organization.
- If the desired person is not yet registered, please ask them to register on the platform first.
Summary
- Managing users in the “Users” tab is essential for efficient collaboration within the organization on the DBR77 platform.
- The ability to add users and assign appropriate permissions ensures that each team member has access to the tools and functions needed for project execution.
The “Users” section is described in detail in the tab Getting Started -> Users.
Subscriptions
The "Subscriptions" section is described in detail in the tab Getting Started - ENG -> Subscriptions.
Invoices
The "Invoices" section is described in detail in the tab Getting Started - ENG -> Invoices.