New Business — Help

Overview

• Purpose: create a new business record you can use to buy subscriptions, receive invoices, and manage app access.
• Where you’ll go next: after saving you can visit the Apps Store or Buy a New Subscription.
• No developer steps needed — complete the form and click Add Business.

At-a-glance (what you must provide)

Required fields (must be filled to save)

• Business Type (select)
• Business Code (short identifier, max 10 chars)
• Business Name (final name — cannot be changed later)
• Industry (select)
• Address Line 1, Postcode, City, Country
• Business Email

Optional but recommended

• Billing address (if different from the main address)
• Company Reg No, VAT Reg No, Phone, Website, Number of Employees
• Business Logo and Logo Location
• Business Note (free text, up to 1000 chars)

Step-by-step: create a business

1. Select Business Type and Industry from the dropdowns.
2. Enter a short Business Code (unique within your account) and the Business Name.

Note: once created the Business Name cannot be changed — double-check spelling.

1. Fill the primary address: Address Line 1, (optional Lines 2–3), Postcode, City, Country.
2. If billing address is the same, tick Billing Address → Same as above to disable the billing fields. If different, fill billing address fields.
3. Provide Business Email (used for invoices and notifications).
4. (Optional) Upload a logo:

• Click Upload Logo, choose an image file.
• Tick Resize if logo is bigger if you’d like the system to resize large images.
• After upload the preview appears; you can choose Logo Location (Left / Centre / Right).
• To permanently delete the saved logo use Delete Logo (a confirmation dialog appears).

1. Enter any additional details (Reg No, VAT, Phone, Website, Employees) and a Business Note (character count shows below).
2. Click Add Business to save.

What happens when you click Add Business

• The page validates required fields and shows errors in the top red error panel if something is missing or invalid.
• On success you see the green success panel: “Business registered successfully” and links to the Apps Store and Buy a New Subscription.
• The new business becomes available when purchasing apps and for role/permission assignments.

Form messages and what they mean

• Red error panel: form validation failed (missing fields, invalid email, duplicate code), or server error. Click the × to dismiss.
• Green success panel: business created — follow the suggested links to continue.
• Logo upload errors: wrong file type, too large, or server error — try a smaller image (enable Resize) or a different format (PNG/JPEG).

Common validation rules & tips

• Business Code: short, alphanumeric recommended. Avoid spaces and special characters to prevent lookup issues.
• Business Name: final — confirm spelling and capitalization before saving.
• Email: must be a valid email format; used for notifications.
• Country and Postcode: fill both; they may be used for tax/billing logic.
• Business Note: limited to 1000 characters; the live counter shows usage.

Logo guidance

• Preferred formats: PNG or JPEG. Large images may be resized if you tick the Resize option.
• Preview shows the stored image and a link opens full size.
• Deleting a logo requires confirmation (modal) to avoid accidental removal.

Accessibility & keyboard tips

• Form fields follow visual labels; use Tab to move between fields and Enter to submit the form.
• The confirmation modal is keyboard accessible and closes with Escape.
• The top error panel includes an accessible close button (aria-label).

Troubleshooting

“Required field missing”

• Check the list of required fields above; the error panel will show which field failed.

Duplicate Business Code or server-side uniqueness error

• Choose a different code and try again.

Logo upload fails

• Try enabling Resize if logo is bigger.
• Use a different browser or smaller file.
• If the error persists, capture the filename, approximate size, and the error text for support.

Page appears stuck after clicking Add Business

• Wait a few seconds (server may be processing).
• If necessary, refresh the page and check if the business was created (avoid double-submitting).
• If you suspect duplicate submissions, contact support with the Business Code and timestamp.

Success panel shows but data not available elsewhere

• Refresh the Apps Store or subscription page; sometimes a short cache delay exists.

Security & privacy notes

• Business Email and contact details are used for billing and notifications — provide an address you control.
• Do not upload logos or files that you do not have rights to publish.
• If your organization requires approval workflows, follow internal policies before creating a business record that will be used to purchase subscriptions.

Best practices

• Choose a clear, short Business Code (e.g., ACME_UK) that identifies the legal entity.
• Store your logo and business details in a shared folder so multiple administrators can reuse the same assets.
• Keep billing address current to avoid invoice or tax issues.
• Use the Business Note to store internal references (account manager name, billing contact instructions).

Contact support

When contacting support include:

• Business Code and Business Name you attempted to create
• A screenshot of the error panel (if shown)
• The time you performed the action and the browser used
• Logo file name and size if upload failed