Organisation


Company Data

Go to Company Data.

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Start View:

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

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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).

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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.


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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.

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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

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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.

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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.

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User

Go to the User List.

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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.

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Elements of the User List View:

List Header:

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User Management Options in the List View:

Adding a New User:

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Enter Email Address:

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Send Invitation:

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Accept Invitation:

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Important Information

Assigning Permissions

User Selection:

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Elements of the Permissions View:

User Information:

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

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Permissions List:

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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:

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.

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Action Buttons:

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

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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:

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  • In the confirmation dialog that appears, click the "Confirm" button to remove the user from the organization.

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  • Once the operation is completed, both the removed user and the system administrator will receive a notification about the change.

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the Supplier List

Go to the Supplier List.  

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Subscriptions

Go to Subscriptions.  

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

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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:

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

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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:

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"Details" Button:

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Active Subscription Details:


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

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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:

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Subscription Details:

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

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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:

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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.  

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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:

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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.

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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.