Organization Details

Before you can start using the platform, you need to create your organization. The Organization Setup wizard guides you through all the required steps.

The setup consists of three main steps:

Organization Info
Domain Setup
Choose Plan

Complete each step to finish setting up your organization.

Step 1: Organization Info

The Organization Info step collects the basic information about your organization.

This step contains three sections:

Company Info
Location
Finance

Complete all required fields before continuing.

Company Info

Enter the basic details of your organization.

Field	Description
Legal Name	The official registered name of your organization.
Legal Entity Name	The legal business entity name used for registration.
Identification Number	Your organization's official registration or identification number.
Date of Incorporation	The date your organization was officially established.
Business Sector	Select the industry sector your organization belongs to.
Nature of Business	Choose the type of activities your organization performs.
Type of Business	Select the business structure that best describes your organization.
Employee Prefix	Enter a prefix that will be used when generating employee IDs (for example: EMP, WEB, HR).

After entering the required information, click Next to continue.

Location

Provide your organization's address information.

Field	Description
Country	Select the country where your organization is located.
State	Select the state or province of your organization.
City	Enter the city where your organization is situated.
ZIP / Postal Code	Enter your organization's postal or ZIP code.
Address Line 1	Enter the primary street address of your organization.
Address Line 2	Enter optional secondary address details (e.g. Suite, Floor, Building).

Ensure that the address information is accurate before proceeding.

Click Next to continue.

Finance

Provide your organization's financial settings.

Field	Description
Currency	Select the primary operational currency for financial transactions.
Financial Year	Select the starting and ending period for your organization's financial year.

These settings will be used throughout the application for financial records and reporting.

After completing all required fields, click Next.

Step 2: Domain Setup

A domain gives your organization a unique web address for accessing the platform.

Why is Domain Setup Required?

Setting up a domain allows:

A unique web address for your organization.
Easier access for employees.
A more professional appearance.
Secure access to your organization's portal.

Select Continue with this Method to begin.

Select Your Domain Preference

Choose one of the following options.

Option 1: Use Weblings Domain (Free)

Use a free subdomain provided by Weblings.

Example:

yourcompany@weblings.dev

This option is recommended if you do not already own a domain.

Option 2: Add Your Existing Domain

Choose this option if you already own a domain.

Example:

yourcompany.com

You will be guided through the verification process to connect your existing domain.

Option 3: Buy a New Domain

If you don't own a domain, you can purchase one during the setup process.

Select Buy New Domain and continue.

Domain Verification

If you choose to use your own domain, you must verify that you own it.

The verification process includes the following steps:

Enter your domain name.
Complete the payment (if required).
Add the provided TXT verification record to your domain settings.
Claim and verify your domain.

Once the verification is complete, click Continue.

Buying a New Domain

If you choose to purchase a new domain:

Step 1

Read the Terms and Conditions.

You can choose:

Agree and Continue
Cancel

Step 2

Search for your preferred domain name.

For example:

mycompany.com

The system will display available domain names.

Step 3

Choose the domain you want to purchase.

Review the available options and select the one that best fits your organization.

Proceed with the purchase.

Step 3: Choose a Plan

Select the subscription plan that best meets your organization's needs.

Two plans are available.

Essential Plan

The Essential Plan is suitable for small businesses and organizations that require core features.

This plan includes:

Basic organization management
User management
Email services
Standard support

Advanced Plan

The Advanced Plan is designed for organizations that need additional features and greater flexibility.

This plan includes:

Everything in the Essential Plan
Advanced management features
Additional storage
Premium support
Enhanced security features

Select the plan that best suits your organization's requirements.

Click Next to continue.

Review & Checkout

Before completing your purchase, review your order.

Verify:

Selected subscription plan
Domain details
Billing information
Total payment amount

If everything is correct, click Proceed to Payment.

Payment Successful

After your payment has been processed successfully, a confirmation message will be displayed.

Click Next to continue with the final setup.

DNS Setup

The DNS Setup page provides the information required to connect your domain to the platform.

If you are using:

An existing domain, update your DNS records using the provided instructions.
A newly purchased domain, the DNS settings may be configured automatically depending on your domain provider.

After your DNS settings are configured and verified, continue to the final step.

Organization details Complete

Congratulations!

Your organization has been created successfully.

You can now:

Access your organization dashboard.
Invite users and employees.
Configure organization settings.
Start using all available features based on your selected subscription plan.

Click Finish to open your organization's dashboard.

Accounts

After you complete the Organization Setup, the Accounts section becomes available in the sidebar.

The Accounts module allows you to view and manage your organization's information.

It contains the following sections:

Company Information
Location Information
Finance Information

Location Information

The Location Information section displays your organization's registered address.

Field	Description
Country	Registered country of your organization.
State	State or province of your registered location.
City	City of your registered office.
ZIP Code	Postal or ZIP code of the location.
Address Line 1	Primary registered street address.
Address Line 2	Secondary address line (optional).

Click Edit to update your location details.

Finance Information

The Finance Information section contains your organization's financial settings.

Field	Description
Currency	Primary operating currency used for financial reporting.
Financial Year	Configured financial reporting period.

Click Edit to save any changes.

Billing

The Billing section helps you manage your organization's billing information and payment records.

It contains three tabs:

Billing
Payment History
Transactions

Billing

The Billing tab displays all bills generated for your organization.

Examples include:

Domain Purchase
Subscription Plan
Additional Services (if applicable)

Each bill shows information in the table below:

Field	Description
Bill Name	Title or description of the generated bill.
Invoice Number	Unique invoice reference number.
Billing Date	Date the invoice was generated.
Due Date	Payment deadline date for the invoice.
Amount	Total payable amount.
Payment Status	Current status of the bill (e.g. Paid, Pending, Overdue).

You can review your bills and keep track of outstanding payments.

Payment History

The Payment History tab displays all completed payments made by your organization.

Each record includes the following details:

Field	Description
Payment Date	Date the payment transaction was completed.
Invoice Number	Reference invoice number for the payment.
Item	Purchased product or service item.
Price	Total price paid for the item.
Status	Payment processing status (e.g. Completed, Failed).
Payment Method	Payment method used (e.g. Credit Card, Bank Transfer).
Actions	Options to download receipt or view details.

Use this section to review your previous payments.

Transactions

The Transactions tab provides a detailed record of every transaction related to your organization.

Field	Description
Date	Date and timestamp of the transaction.
Transaction ID	Unique transaction identification code.
Item	Associated product or billing item.
Amount	Transaction monetary value.
Status	Transaction status (e.g. Success, Pending).
Payment Method	Payment gateway or method used.
From	Sender or source account entity.
To	Recipient or destination entity.
Action	View detailed transaction summary.

The Action option allows you to view additional information about a specific transaction.

Workflow

Complete Organization Setup
        ↓
Accounts Module Becomes Available
        ↓
View Company Information
        ↓
Update Location Details (Optional)
        ↓
Update Finance Details (Optional)
        ↓
View Bills
        ↓
Review Payment History
        ↓
Track Transactions

Quick Summary

The Accounts module allows you to:

View your organization details
Update company information
Manage location details
Update finance settings

The Billing module allows you to:

View invoices and bills
Review payment history
Track all financial transactions
Monitor payment status

FAQ