🏢 Company Owner Account Setup

The main difference between a Company Owner account and a Staff account is that company owners have access to all branches in Clibase, while employees are limited to their assigned branch only.

To create a company owner's account:

Go to: Global Settings > Company Owner

STEP 1: Click .

STEP 2: Fill out the following details carefully:

• Username Choose a unique username that is not already in use. This will be your login ID, so pick something easy to remember.

• First & Last Name

• Phone Number Provide your mobile number to receive the Daily Sales Report via SMS. This helps you stay updated on sales activities for your business or branch in real time.

• Email Address Enter a valid email where your login credentials will be sent. This will also be the primary contact for Clibase communications—such as notifications about inventory restocking and other important updates. Ensure this email is accurate to avoid missing key messages.

• Position and Access Level Tag the customized position and access level created by Clibase Customer Support.

• Branches Tag the branches that the user will have access to. This ensures they can only view and manage data related to those specific locations, keeping your system organized and secure.

STEP 2: When all fields are completed, click to create the account.