Company Profiles

Overview

The Company Profile configuration in ASTPP serves as a comprehensive repository containing essential details ranging from company name and address to branding specifications. This configuration ensures a distinct identity for each parent entity, including master and sub-admins, as well as resellers. It automates the creation of profiles for parent entities upon account setup, providing them with personalized branding and identity. The details stored in the Company Profile are prominently displayed on invoices and reflected in the child customers' portals, contributing to a cohesive and branded user experience.

1 Overview
2 Purpose
3 How will it work?
4 Fall Back Mechanism of SMTP Configuration for Reseller

Purpose

The primary purpose of the Company Profile configuration is to establish a unique identity and branding for each parent entity within the ASTPP system. This includes master and sub-admins, as well as resellers, who can have child customers under them. The profile settings facilitate a seamless branding experience by automatically creating profiles for parent entities upon account creation. Additionally, the Company Profile configuration includes crucial settings such as notifying child customers on applied rate changes, defining email sending preferences for invoices, and configuring invoicing-related parameters. This feature ensures flexibility and customization while maintaining a standardized and branded appearance across the platform.

How will it work?

Configuration → Company Profile

In this module, you have the ability to set up the company profile for both administrators and resellers. This information proves valuable for customizing the appearance of the portal and invoices according to individual preferences.

Configuration

Configuration
Reseller	Name of the reseller to whom this profile belongs too For Resellers, the system automatically creates a company profile at the time of account creation. Once that is created, then they can update it with their company information and requirement.
Company	Company name
Address	Address
City	City
Province	Province name
Country	Country Name
Zip Code	Zip Code
Phone	Phone number
Fax	Fax number
Email	Registered email address
Website	Company website
Company Tax Number	Company Tax number.

The above configuration information will appear in the invoices.

Invoice Configuration

Invoice Configuration
Invoice Notification	Set Yes to send invoice notifications when it will be generated
Invoice Due Notification	Set Yes to send outstanding invoice reminder
Invoice Due Days	Define the invoice due days
Notify Before Due Days	Set number of days to send a reminder before invoice due date
Invoice Prefix	Define the Invoice prefix Example If you have set the invoice prefix "INVOICE_" then the system will generate invoice number starting with this prefix like INVOICE_1001, INVOICE_1002 Reseller can also set his own Invoice Prefix for his company.
Invoice Start From	Define the Invoice start number
Generate Invoice For No Usage	If any customer has no usage for the specific time interval then what action should you want to take? Does the system should generate an invoice with 0 (Zero) amount or not. If Yes then the system will generate it.
Invoice Notice	Add Invoice not for your refernce
Invoice with CDR (PDF/CSV)	Select invoice format in CDR, PDF or CSV format

Portal Personalization (Important for UI Portal)

Portal Personalization (Important for UI Portal)
Domain	Define your company domain by which you are going to access the ASTPP portal. Based on the domain, the system will display your defined header, footer, logo, and favicon to your customers.
Header	Set the header text which you want to show it to your customers
Footer	Set the footer text which you want to show it to your customers
Logo	Upload your company logo (Requirement: Logo (250 * 60) (Allowed Extensions JPG, PNG, JPEG))
Favicon	Upload your company favicon (Requirement: Favicon (16 * 16) (Allowed Extensions ICO, PNG, JPG, JPEG))

SMTP Configurations

SMTP Configurations
Supported email client	Gmail and Microsoft 365
SMTP status	This setting allows you to enable or disable the use of SMTP for sending emails.
SMTP Host	Specifies the hostname or IP address of the SMTP server. This is the address where your application will connect to send emails.
SMTP Port	Defines the port number on which the SMTP server is listening for incoming connections. Common ports include 25 (unencrypted), 587 (submission), and 465 (secure, typically for SSL/TLS). The specific port depends on your SMTP server's configuration.
SMTP User	If authentication is required by the SMTP server, this field is for specifying the username or account that your application will use to authenticate when connecting to the SMTP server.
SMTP Password	If authentication is required, this field is for specifying the password associated with the SMTP user account.
Signature	This setting related to adding a signature to outgoing emails, and it also mentions allowed file extensions (PNG, JPG, JPEG) for the signature files.

Fall Back Mechanism of SMTP Configuration for Reseller

Reseller's SMTP details are not configured or incomplete, the system seamlessly falls back to using the admin's SMTP settings. This ensures uninterrupted email notifications and communication.

Reseller SMTP Status	SMTP Configuration Status	Use

Reseller SMTP Status	SMTP Configuration Status	Use
Enabled but Not Configured	Reseller-specific SMTP details are not configured or incomplete.	Admin SMTP details will be used for email notifications.
Enabled and Configured	Reseller-specific SMTP details are correctly configured and SMTP is enabled.	Reseller's SMTP details will be used for email notifications.
Disabled	Reseller-specific SMTP details are configured correctly, but SMTP is disabled.	Email notifications will not work for reseller’s customers in any case, neither through reseller nor admin.