Dashboard

If you don’t have an account, you have to Sign up first. 

Step 1: Click “Sign up”. 

Step 2: Enter the required details and click the option “Sign up”. 

Step 3: Then enter the 4-digit OTP  that was received in your phone number and click “Submit”. 

You can view the Home page of SSO.

To create an Organization, 

Step 1: Click on the top right corner of the window. 

Step 2: Then click the option “Add new”. 

 Step 3: Enter details and click “Create”. 

The organization was created successfully.

Subscription 

You have to subscribe first to use all the modules. 

Step 1: Click the top right corner of the window. 

Step 2: Click the “Subscription”. 

Step 3: You can view the available plans here. 

Step 4: Then click “Choose your bundle” at the bottom of the window. 

Step 5: Click the option “Add” to add the billing address. 

Step 6: Enter the details and click the option “Add”. 

Step 7: Then click “Checkout”. 

Step 8: Select a payment method. 

Step 9: Then select “bank” and click “Pay now”. 

The payment was successful and your modules will be able to access now. 

Bank Account 

To add a Bank Account, 

Step 1: Click on the top right corner of the window. 

Step 2: Click the option “Bank accounts”. 

Step 3: Then click the option “Add bank account”. 

Step 4: Enter the required details and click the option “Proceed”. 

Your account will be Active shortly once the KYC details are reviewed. 

Transactions 

You can view your day-to-day transactions here 

To view your transactions 

Step 1: Click on the top right corner of the window. 

Step 2: Then click the option “Transactions”. 

Your transaction details can be viewed here. 

Billing History 

You can view all your billing history details here. 

To view Billing History, 

Step 1:  Click on the top right corner of the window.

Step 2: Then click “Billing History”. 

You can view all your billing history here. 

Knowledge Base 

Here you can view all the Knowledge bases. 

To view the Knowledge Bases,

Step 1: Click on the top right corner of the window. 

Step 2: Then click the option “Knowledge base”. 

Step 3: You can use the “Search” option to search the Knowledge Base. 

Settings

Here you can edit the Organization details and also able to reset the password. 

Step 1:  Click on the top right corner of the window. 

Step 2: Then click the option “Settings”. 

Step 3: Click the “Edit” icon at the top right corner of the window. 

Step 4: Edit the required details and click “Submit”. 

The organization was edited successfully. 

Reset Password 

You can reset the password here. 

To reset the password

Step 1: Enter the “Current password”. 

Step 2: After entering the Current Password Click the option “send reset link” at the bottom of the window. 

The password reset link will be coming to your registered mail id. 

Logout 

To logout from your account, 

Step 1: Click on the top right corner of the window. 

Step 2: Then click the option “Logout”.