🎯 What You Can Accomplish#

Our Companies management platform puts you in complete control of your business ecosystem. Whether you're onboarding new clients, tracking account performance, or customizing service packages, everything you need is at your fingertips.

🚀 Key Features#

🔄 Complete Account Lifecycle Management: From registration to activation, including status monitoring and account modifications
🔗 Multi-Service Integration: Seamless integration with dialer services, AI agents, and telephony features
🛡️ Advanced Access Control: Role-based permissions with secure authentication and audit trail capabilities
⚡ Real-time Operations: Live status updates, instant search functionality, and immediate configuration changes
📊 Business Intelligence: Comprehensive reporting, data export capabilities, and usage analytics

🔍 Company Listing Interface#

Company Listing Dashboard

The main Companies dashboard provides a comprehensive view of all registered companies in your system. This interface serves as the primary hub for company management operations.

📊 Dashboard Features#

Navigation & Access

📍 Breadcrumb Navigation: Clear path showing Users » Companies for easy navigation
🔍 Search Functionality: Real-time search bar for quickly finding specific companies

📋 Data Columns#

Column	Purpose	Description
#	Row Number	Sequential ID of each company in the listing
Action	Actions	Available actions: Login ,Manage subscription , Edit , Billing / Renewal , Balance / Add Money
Name	Company Name	Official registered name of the company
Email	Company Email	Primary email for the company – used for login and communication
Account Type	Type	Specifies the category (e.g., Company, Agency)
VOIP	VOIP Code / Identifier	System-generated unique VOIP code assigned to each company for telephony integration
Status	Account Status	Shows if the account is Active, Inactive, or Pending
Onboarding	Onboarding Progress	Indicates whether the company has completed onboarding steps; may show percentage or status such as Yes, No.
Added By	Added By	User who added or registered the company
Created At	Registration Date	Date and time when the company was registered

🎛️ Action Controls#

Add Company Form 🛠️ Available Actions

🔑 Login: Access the company dashboard as that company (impersonation mode)
✏️ Edit: Update company information and configuration settings
🗑️ Delete: Remove a company account (action requires confirmation)

➕ Add Company Interface#

The Add Company form is a comprehensive interface for registering new business entities on your platform. This form captures all essential information required for company onboarding and account setup.

📝 Form Sections#

Add Company Form 📋 Name Field

Purpose: Official company name for identification
Usage: Displayed across the platform for company identification

📧 Email Field

Purpose: Primary communication and login credential
Usage: Account access, notifications, and official communications

📞 Phone Number Field

Purpose: Direct contact method for support and communication
Usage: Support contacts, verification, and emergency communications

⚙️ Account Configuration

📊 Status Dropdown

Options:
- Pending - Account awaiting approval
- Active - Fully operational account
- Inactive - Suspended or disabled account
Purpose: Control account access and operational state

📞 Dialer Configuration

Options: Yes / No
Purpose: Enable/disable dialer functionality for the company

🧩 Service Configuration

📦 Reselling Packages

Purpose: Assign service packages available to the company
Usage: Determines available features and service limits

💰 Free Account Status

Options: Yes / No
Purpose: Designate whether the account has free tier access
Usage: Controls billing, feature access, and service limitations

✅ BYOC (Bring Your Own Carrier)

Options: Yes / No
Purpose: Allow companies to use their own telecom carriers
Usage: Enables integration with existing telecom infrastructure

🔧 Configuration Matrix#

Setting	Options	Impact	Use Case
🟢 Status	Pending/Active/Inactive	Account access	Account lifecycle management
📞 Dialer	Yes/No	Calling features	Telephony service control
💰 Free Account	Yes/No	Billing & features	Service tier management
✅ BYOC	Yes/No	Carrier integration	Infrastructure flexibility

✏️ Edit Company Interface

The Edit Company interface lets admins change company info and settings as needed.

📝 Editable Sections#

Edit Company Form

Name: Update company name.
Email: Change company email.
Phone Number: Edit contact number.

Status: Set to Pending, Active, or Inactive.
Dialer: Enable or disable dialer (Yes/No).
Reselling Packages: Change assigned package.
Free Account: Toggle free tier access (Yes/No).
BYOC: Allow or remove carrier integration (Yes/No).

🛠️ Editable Settings#

Setting	Options	Effect
Status	Pending/Active/Inactive	Access control
Dialer	Yes/No	Enable calling
Free Account	Yes/No	Free or paid account switch
BYOC	Yes/No	Carrier integration toggle

🚀 Workflow & Usage#

🏭 Company Registration Process#

📝 Information Gathering
- Collect basic company information (name, email, phone)
- Set initial security credentials
- Configure account parameters
⚙️ Service Configuration
- Select appropriate reselling package
- Configure dialer access
- Set account type (free/paid)
- Configure BYOC if needed
✅ Review & Approval
- Account typically starts in "Pending" status
- Administrative review of company details
- Approval process activation
🎯 Account Activation
- Status change to "Active"
- Service provisioning
- Account access enablement

👩‍💼 Administrative Operations#

📆 Regular Management Tasks

📊 Monitor: Track company activities and usage
🔄 Update: Modify company information as needed
🎛️ Configure: Adjust service settings and packages
🔍 Audit: Review account activities and changes

📦 Bulk Operations

📥 Import: Bulk company creation from CSV/Excel
📤 Export: Generate reports and data exports
🔄 Update: Mass status changes and configuration updates

🔐 Security & Permissions#

🛡️ Access Control#

🔑 Role-based access: Different permission levels for various administrative roles
📝 Audit logging: Complete tracking of all company-related actions
🔒 Secure authentication: Encrypted password storage and secure login processes