Platform Documentation

Platform Overview

Welcome to the Data Analysis Hub documentation. Our platform is designed to help businesses of all sizes manage, analyze, and gain insights from their sales and product data. This comprehensive guide will help you navigate and maximize the platform's capabilities.

Key Platform Features

  • Sales Tracking: Record and monitor sales data across multiple locations and time periods.
  • Product Management: Create and organize products into categories for better organization.
  • Advanced Analytics: Gain insights through visualization tools and analytical reports.
  • Team Collaboration: Multiple team members can work together with role-based access control.
  • Data Security: Standard web security (hashed passwords, CSRF, role-based access). Use HTTPS in production.

Pro Tip

Take advantage of our structured onboarding process to get the most out of your experience. Following the steps in this guide will help you configure your account optimally for your business needs.

Account Setup

Setting up your account properly is the first step to success with our platform. This section guides you through the registration process and initial account configuration.

Registration

1

Create an Account

Visit the sign-up page and fill out the registration form with your name, email, and password.

2

Verify Your Email

Check your inbox for a verification email and click the confirmation link to activate your account.

3

Complete Your Profile

After your first login, you'll be prompted to complete your profile with additional details about your role and business.

Account Settings

Access your account settings by clicking on your profile picture in the top-right corner and selecting "Settings". Here you can:

  • Update your personal information
  • Change your password
  • Configure notification preferences
  • Manage subscription details

Creating a Company

Before you can start tracking sales and products, you need to create a company profile. This represents your business entity within the platform.

1

Access Company Creation

From your dashboard, click on "Create Company" in the sidebar or in the main dashboard area.

2

Enter Company Details

Fill out the company creation form with your business details:

  • Company Name
  • Industry Type
  • Company Address
  • Contact Information
  • Tax/Registration Numbers (optional)
  • Company Logo (optional)
3

Select Business Type

Choose the type of business that best represents your company. This helps us provide relevant templates and configurations.

4

Confirm Creation

Review your information and click "Create Company" to finalize the creation process.

Multiple Companies

If you need to manage multiple business entities, you can create additional companies under the same account. To switch between companies, use the company selector in the top navigation bar.

Pro Tip

If you operate multiple locations of the same business, it's better to create one company with multiple locations rather than creating separate companies for each location.

Join Request System

The join request system allows users to request access to existing companies as moderators. This secure process ensures that only authorized individuals can access company data.

For Users Requesting to Join

1

Start the Join Process

Click on "Join Company" in the navigation menu or visit the join page directly. This option is available for both new users and existing users who aren't currently part of a company.

2

Email Verification

Enter your email address and verify it with the 6-digit code sent to your email. This ensures you have access to the email address you're using.

3

Select Company

Choose the company you want to join from the dropdown list. You can also add an optional message explaining why you want to join and your relevant experience.

4

Wait for Approval

The company administrator will receive an email notification about your request. They will review your request and either approve or decline it.

5

Accept Invitation

If approved, you'll receive an email with an invitation link and a passcode. Click the link and enter the passcode to proceed.

6

Complete Registration

Fill out your profile information including username, first name, last name, and password. Once completed, you'll be automatically logged in and can start working with the company.

For Existing Users (Switching Companies)

1

Leave Current Company

If you're already part of a company and want to join a different one, you'll need to leave your current company first. Navigate to "Join Company" and you'll see an option to leave your current company.

2

Role Changes

When leaving a company, your permissions will be removed. If you were a subscriber who joined as a team member, your role changes from subscriber to viewer automatically.

3

Join New Company

After leaving, you can immediately submit a join request to a new company. Your existing account information will be used, so you don't need to create a new account.

For Company Administrators

As a company administrator (the person who created the company), you can manage join requests through the admin panel:

1

Access Join Requests

Look for "Join Requests" in your navigation menu. This option is only visible to company administrators.

2

Review Requests

View all pending, approved, and declined requests. You can filter by status and see details like the applicant's email and message.

3

Set Permission Level

When approving a request, choose the appropriate permission level:

  • Data Entry Only: Basic data entry capabilities, cannot view sales reports
  • Data Entry + Daily Sales View: Data entry plus access to daily sales reports
  • Full Access: Complete access to all company data and features
4

Approve or Decline

Make your decision and the applicant will be automatically notified via email. Approved users receive invitation links, while declined users receive a polite notification.

Security Features

  • Email Verification: All requests require email verification to prevent spam
  • Time-Limited Codes: Verification codes and invitation links expire for security
  • Admin Approval: Only company administrators can approve join requests
  • Secure Tokens: Invitation links use cryptographically secure tokens
  • One-Time Use: Invitation links can only be used once

Best Practices

When reviewing join requests, consider the person's role in your organization and assign the minimum permission level needed for their job. You can always upgrade permissions later if needed.

Important Note

Only the company administrator (the person who created the company) can review join requests. This ensures that only authorized personnel can grant access to company data.

Managing Team Members

Once team members have joined your company through the join request system, you can manage their roles and permissions as needed.

Permission Levels Explained

1

Data Entry Only

Perfect for staff who need to input sales data and manage products but don't need access to financial reports or analytics.

2

Data Entry + Daily Sales View

Ideal for supervisors or managers who need to see daily performance metrics in addition to data entry capabilities.

3

Full Access

For trusted team members who need complete access to all company data, analytics, and management features.

Managing Moderator Invites

You can track all sent invitations through the "Moderator Invites" section:

  • View the status of all sent invitations (pending, used, expired)
  • Copy invitation links to resend manually if needed
  • Monitor when invitations were accepted
  • See which permission level was assigned to each invite

Pro Tip

Invitation links expire after 15 minutes for security. If a team member doesn't use their invitation in time, you'll need to approve their join request again to generate a new invitation.

Company Settings

Manage your company profile, subscription, and other administrative settings from the company settings panel.

Profile Management

Keep your company information up to date:

  • Update company name and contact information
  • Modify business address and phone numbers
  • Upload or change company logo
  • Update industry classification

Subscription Management

Monitor and manage your subscription:

  • View current plan details and usage
  • Upgrade or downgrade subscription plans
  • Update billing information
  • Download invoices and payment history

Access Control

Only company administrators can modify company settings and subscription details. This ensures that critical business information remains secure.

Legacy Team Management

Note: This section describes the old team management system. The new join request system (described above) is now the recommended way to add team members.