Business Management

A central place to manage the full lifecycle of the organisations you work with – from first setup through to contacts, users, subscriptions and status changes.

The Business module turns each organisation into a first-class record in the platform, so you can connect people, apps and activity back to a single, well-structured profile.

Instead of maintaining separate records in different tools, the Business module keeps key details, relationships and activity in one view. Filters, search and structured forms make it easier to find the right organisation and keep its information accurate over time.

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Module Purpose
Single source of truth
Manage business records, contacts, users and subscriptions in one place.
Key Concepts
Businesses & people
Entity records linked with contacts, users, industries and locations.
User Experience
List + detail
Fast lists, filters and clear edit forms designed for everyday use.

What the Business Module Does

The Business module centralises how you create, update and review organisations in the platform. Each record can be linked to contacts, users and subscriptions so you always know who is connected to which organisation and which apps they are using.

Central Record for Each Organisation

Capture core information about each organisation in a structured profile. Key details are kept in one place so you can quickly see who they are, where they operate and how they work with your team.

Linked Contacts and Users

Associate contacts and platform users with the right organisation. This makes it easier to manage access, see who is responsible for what and keep communication aligned with the correct business.

Connected to Subscriptions and Apps

See which apps and subscription plans are active for each organisation. The module is designed so that app dashboards can reference the chosen business record and show a consistent picture across the platform.

How It Works Day to Day

The Business list is designed for everyday administration: searching, filtering, sorting and drilling into details without losing context.

Smart List with Filters & Search

Use search and status filters to quickly find the organisation you need. Sorting and paging help you move through larger sets of records while keeping the screen fast and responsive.

View, Edit or Create in a Few Clicks

From the list view, you can open an existing business, create a new one or perform common actions. Clear navigation patterns guide you between list, detail and create/edit screens.

Inline Messages and Feedback

When you save changes, you see friendly confirmation messages. If there is an issue with the information provided, validation messages explain what needs to be corrected before you continue.

Key Features for Business Management

The module combines list and detail views, structured forms and tabs so you can manage organisations efficiently and confidently.

Unified List & Detail View

Start from a unified list of organisations, then drill down to a full profile page to see key details, notes, contacts and related apps.

Contacts & Users Tabs

Tabs help you manage contacts and platform users linked to each business. You can see who has access and keep records aligned with the right team.

Status & Lifecycle Controls

Status settings make it easier to see which organisations are active, inactive or archived. Bulk actions help you update multiple records in a controlled way.

Activity & History

An activity view can highlight key events such as status changes or access updates, giving you a clearer picture of how each organisation is being managed over time.

Security & Governance

The Business module is designed with secure access and responsible handling of organisation information in mind.

Controlled Access

Access to each organisation can be limited to selected users and teams. This helps ensure that staff only see and manage the businesses they are responsible for.

Session-Aware Context

When an organisation is selected, that context is shared with related areas of the platform so app dashboards and subscription views stay in sync with the current business.

Clear Validation & Rules

Core fields are validated to stay within expected limits and follow consistent patterns. This helps keep business data clean, reliable and easier to report on.

Monitoring & Reliability

Behind the scenes, the module is designed so that technical issues can be diagnosed without exposing internal details to everyday users.

Friendly Error Messages

If something goes wrong while loading or saving a record, the user sees a clear message explaining that there was a problem and what to do next, without revealing technical information.

Performance Awareness

The platform can monitor slow operations so that underlying queries and processes can be reviewed and tuned as the dataset grows.

Export & Reporting Friendly

Because core data is structured consistently, it is easier to export business information for reporting, audits or internal reviews.

Manage Businesses in the Platform

Use the Business module as the foundation for your organisation records, then connect contacts, users and apps so everything stays aligned.

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