Organisation

• Company Data
• About the Company
• User
• the Supplier List
• Subscriptions
• Invoices

Company Data

Go to Company Data.

• In the navigation menu, select the "Organization" section and then click on "Company Data."

Start View:

The following graphic shows the view of the "Company Data" section on the DBR77 platform, consisting of two main parts:

• Company Data and Billing Data
• Settings – this section is only available for "Investor" account types.

Company Data:

1. Company: Field that contains the company name registered in the system.
2. Country: Dropdown list for selecting the country in which the company is registered.
3. Tax Identification Number (VAT ID): Field for entering the company's VAT ID number or equivalent tax identification number, along with an optional "Search VAT ID" button for countries that allow automatic retrieval of company data based on the entered VAT ID number.
4. If your region requires entering a trade registry number or tax number, the relevant fields will appear. Please fill these out as well.
5. Address:
   • Street: Field to enter the street name.
   • Building Number: Field to enter the building number.
   • Address Additions: Optional field for entering additional information (e.g., backyard, or Hall 3).
   • Postal Code: Field to enter the postal code.
   • City: Field to enter the city name.
   • Region: Optional field for entering the region name (not necessary in all countries).
     

Updating Company Data

The following graphic shows an additional element in the "Company Data" section on the DBR77 platform. It is the "Edit Company Data" button, which allows users to edit the previously filled-out form.
Special attention should be given to the message on a yellow background:

"The data will be updated after verification. A previously created company cannot be directly modified."

This message informs the user that all changes to the company data are subject to a verification process. This means that changes will not take effect immediately but only after the appropriate review. Also, once created, company data cannot be modified directly by the user.

This notice ensures that users are aware of the procedures for updating company data on the DBR77 platform. It guarantees that company data is protected from unauthorized changes and that each update is carefully reviewed before implementation.

Clicking the "Edit Company Data" button allows the user to initiate the process of changing company data. The user is automatically directed to a procedure that enables them to submit a request to change data, which will then undergo the verification process.

In this window, the user can make changes to selected fields or all fields of the company data as needed.

After filling in the fields, the process must be completed by clicking "Confirm." According to the next message on a yellow background, the system saves the changes made and prompts for double confirmation by sending a verification link to the email address associated with the account.

The new company data will be forwarded to the system administrator for final approval. The user will receive an email notification about the success or rejection of the changes.

Billing Data

• Company Name: Field containing the name of the company registered in the system or another, if the payer is a separate organization.
• Country / Tax Identification Number: Dropdown list for selecting the country and field for entering the VAT ID number.
• Copy Company Data: Button that enables automatic copying of data from the "Company Data" section.
• Additional Information: Information field with the message "Additional data can be added during the transaction."
• Save: Button for saving the entered data.
  

The above view allows for complete management of company and billing data on the DBR77 platform, which is crucial for maintaining current and accurate information in the system.

Settings

This section is only available for the "Investor" account type. It allows users to make their data visible to other platform users. This data is only displayed in the investor's published challenges.

The button is disabled by default, and the data is not displayed. If you want to make a change, click the slider and confirm the change by clicking "Save."

About the Company

Go to the "About the Company" tab.

• In the navigation menu, select the "Organization" section and then click on "About the Company."  
• Important: This view is only available for the "Integrator" account type.

User

Go to the User List.

• In the navigation menu, select the "Organization" section and then click on "Users."

The user list view on the DBR77 platform is a central tool for managing organization members. It allows administrators to efficiently manage user data, control their permissions, and ensure that each organization member has appropriate access to the platform's resources.

Elements of the User List View:

List Header:

• Column "First and Last Name": Displays the full name of each user registered in the organization.
• Column "Email Address": Shows the email address under which the user is registered on the platform.
• Column "Company": Displays the name of the company the user represents.
• Column "Account Type": Indicates the user's account type, such as "Investor," "Integrator," or "Supplier."
• Column "Actions": Allows two types of actions for each individual user:
• Delete: Enables the removal of the user from the organization.
• Permissions: Provides access to the user’s permissions.

User Management Options in the List View:

• Delete Button: Allows removal of a user from the organization.
• Permissions Button: Provides access to the user’s permissions for further adjustment.

Adding a New User:

• Click the "Add User" button.
• A form will appear to enter the new user's email address.

Enter Email Address:

• Enter the new user’s email address in the corresponding field.
• Ensure the user is already registered on the DBR77 platform.

Send Invitation:

• Click the "Confirm" button.
• The new user will receive a notification with an invitation to join the organization. This invitation will also be displayed in the top right corner of the dashboard.

Accept Invitation:

• The new user must accept the invitation to the organization within 7 calendar days.
• Once the invitation is accepted, the user will be added to the organization.

Important Information

• Platform Registration: The new user must already be registered on the DBR77 platform to receive and accept an invitation.
  Notification: After accepting the invitation, the new user receives confirmation of joining the organization. If there are issues with acceptance, the user should contact the organization administrator.
• This process ensures that adding new users to the organization is secure and effective, maintaining data integrity and authorization for new members on the DBR77 platform.

Assigning Permissions

• The permissions assignment view on the DBR77 platform enables administrators to manage access levels for organization members. Below is the process for assigning permissions:

User Selection:

• Locate the user to whom you wish to assign permissions by browsing the user list.
• Click the "Permissions" button next to the selected user.

• A new window will display a list of permissions for the selected user.

Elements of the Permissions View:

• Header: At the top of the screen is the title "Permissions in the Organization," indicating the current platform section.

User Information:

• User avatar (initials or photo).
• User’s first and last name.
• User’s email address.

Below this information is a list of permission categories, such as:

• All
• Challenges
• Organization
• DT (Digital Twin)
• Offers
• Solutions
• Teams
  

Permissions List:

Detailed Permissions List:

On the right side of the screen, there is a detailed list of permissions divided into categories. Each category contains specific rights that can be granted or removed for a user. Example permissions include:

• View Organization User List: Ability to view the user list in the organization.
• Invite Users: Ability to add new users to the organization.
• Remove Users: Ability to remove users from the organization.
• Manage User Permissions: Ability to manage user permissions, excluding permissions for Challenges and Solutions.
• Manage Project Permissions: Ability to manage permissions related to Challenges and Solutions.
• Manage Supplier Lists: Ability to manage supplier lists to limit the visibility of challenges for selected integrators.
• Manage Organization Data: Access to the organization’s data.
• Subscriptions: View and manage subscriptions, including subscription purchases.
• Subscription Users: Manage users assigned to subscriptions.
• Invoices: Access the organization’s invoices.
• Manage Teams: Manage teams (add and remove), without managing users within teams.
• View Team User Lists: Ability to view users in teams without managing them.
• Manage Users in Teams: Ability to add or remove users in teams.

Permission Toggles:

Next to each permission, there is a toggle switch that can be activated or deactivated to grant or revoke the corresponding permission for the user.

Action Buttons:

In the top right corner of the screen, there are two action buttons:

• Back: Returns to the previous view.
• Save Permissions: Saves the changes made to the user’s permissions.

The permissions view mode on the DBR77 platform is user-friendly, allowing administrators to efficiently manage user access rights within the organization. With detailed options and a clear interface, administrators can easily assign appropriate permissions so each user has access to the relevant platform functions and resources.

Removing a User

Steps to Remove a User:

• Locate the user you wish to remove in the list, then click the management icon next to their details.

the Supplier List

Go to the Supplier List.  

• In the navigation menu, select the "Organization" section and then click on "Supplier Lists."

Subscriptions

Go to Subscriptions.  

In the navigation menu, select the "Organization" section and then click on "Subscriptions."

The subscription view on the DBR77 platform allows users to manage their subscriptions, including viewing subscription details, status, and payment information. The structure of the view is described below:

Elements of the Subscription View:

• Header: At the top of the screen is the title "Subscriptions," indicating the current platform section.
• "New Subscription" Button: To the right of the header is the "New Subscription" button, which allows the user to add a new subscription.

Clicking this button automatically redirects the user to the pricing plan and view of all available subscriptions.

Subscription List:

In the central area of the screen is a table listing all subscriptions. Each row in the table represents a subscription and includes the following columns:

• Name: The name of the subscription, such as "Digital Twin Simulation" or "Digital Twin Enterprise."
• End of Trial Period: Date when the trial period ends, if applicable.
• Next Payment Date: The date of the next payment for the subscription.
• Status: The subscription status, such as "Canceled" or "Active."
• Actions: A button that allows the user to view subscription details.

"Details" Button:

• Each row in the "Actions" column includes a "Details" button. Clicking this button allows the user to view specific details of the selected subscription.

Active Subscription Details:

• The active subscriptions view on the DBR77 platform allows users to manage subscribers and view details of each subscription. Below is a detailed description of the individual elements in this view:

Elements of the Active Subscriptions View:
Search Field and "Add User" Button:

• At the top of the screen is a search field where the user can enter the email address of the user they wish to add to the subscription list.
• Next to the search field is the "Add User" button. Clicking this button adds the new user to the subscriber list.
• Important: Only a user who has previously accepted the invitation to the organization can be added.

Subscriber List:

In the central area of the screen is a table listing users added to the subscription. Each row represents a user and includes the following columns:

• User: The first and last name, as well as the email address of the user.
• Join Date: The date the user was added to the subscription.
• "Remove" Button: A button that allows the user to be removed from the subscription.

Subscription Details:

On the right side of the screen, the subscription details are displayed, including:

• Subscription ID: Unique identifier of the subscription.
• Status: The current status of the subscription, such as "Active."
• Price: The cost of the subscription.
• End Date: The date when the subscription ends.
• Digital Twin: A link to the associated project.

The active subscriptions view on the DBR77 platform is clear and intuitive, allowing users to manage subscribers and view important subscription details with ease.

By allowing users to add or remove subscribers and view detailed subscription information, users have full control over subscription management on the platform.

Canceled Subscription Details:

A canceled subscription is currently inactive, meaning related services may be suspended. The only additional element in the view is a button to resume the subscription and reactivate all associated services.

The subscription view on the DBR77 platform is designed to be intuitive and straightforward, making it easy for users to manage their subscriptions. Details like subscription name, trial period, upcoming payments, and status are easily accessible, and the detailed view provides convenience and full control over subscriptions.

Invoices

Switch to Invoices.  

• In the navigation menu, select the "Organization" section and then click on "Invoices."

The invoice view on the DBR77 platform allows users to browse, manage, and download invoices linked to their account. Below is a detailed description of the individual elements in this view:

Elements of the Invoice View:

Header: At the top of the screen is the title "Invoices," indicating the current platform section.
Invoice List: The central part of the screen contains a table listing all invoices. Each row in the table represents a single invoice and includes the following columns:

• Invoice Number: A unique identification number for the invoice.
• Amount: The invoice amount, displayed in euros (EUR).
• Created On: The date and time the invoice was issued, e.g., 06/28/2024 13:29.
• Status: The invoice status, e.g., "Paid."
• Actions: An action button to download the invoice in PDF format.

Invoice Download

Each row in the "Actions" column includes a "Download" button. By clicking this button, the user can download the invoice in PDF format to their device.

The invoice view on the DBR77 platform is designed to be intuitive and straightforward, making it easy for users to manage their invoices. Reviewing details like invoice number, amount, creation date, and status is simple, and the PDF download function provides convenience and facilitates document archiving.