Clibase Tech - EMS Admin Portal
  • Introduction
  • Login Page
  • Branch Level
    • Branches
    • Dashboard
    • Todays Client Login
    • Order Management
      • Order Tracking
      • Order Statuses
      • Manage Delivery
      • Order Batch Upload
      • Uploaded Orders
    • Sales Channels
      • Sales Invoice
        • Manual Invoice
      • Point of Sales
        • KDS Devices
        • Discount Types
        • Void Reasons
        • Resources
        • Resource Sections
        • Table Plan
      • Messenger Store
        • Announcements
        • Testimonials
        • Welcome Slides
        • Splash Screens
        • Comment Reply
        • Quick Menu
      • Website Store
        • Themes
        • Preferences
    • RSVN Management
      • Client Reservations
      • Calendar Events
    • Catalog
      • Products
        • How to manually add a product?
        • How to manually change the category of your product?
        • How to manually edit the product details?
        • How to manually delete a product?
        • How to tag components?
      • Addon Types
        • How to manually add Addon Types?
      • Tags
        • How to manually create tags?
      • Categories
        • How to manually add categories?
      • Parent Categories
        • How to manually add parent categories?
      • Brand
        • How to manually add brand?
      • Generic Type
        • How to manually add generic type?
      • Division
        • How to manually add Division?
      • Family
        • How to add family?
    • Services
      • List
        • How to manually add services?
      • Service Categories
        • How to manually add service categories?
      • Validities
        • How to manually add vadilities?
      • Duration
        • How to manually add duration?
    • Inventory
      • Purchase Order
        • Purchase Request
          • How to add purchase request?
        • Purchase Order List
          • How to add purchase order?
          • How to tag serial numbers?
        • PO Requests
        • PO Serial Numbers
      • Batch Upload
      • Stocktake Count
      • Manual Adjustment
      • Waste Disposal
      • Product Expiry
      • Product Transfer
      • Return to Supplier
        • RTS List
        • RTS Voucher Number
      • Suppliers
    • Marketing
      • Loyalty Program
        • Pointing System
        • Reward System
        • Loyalty Points Log
      • Retention Strategy
        • Auto Follow-up
        • Cancellation Reasons
        • Client Cancellations
      • Drip Promotions
      • Automatic Discounts
      • Discount Codes
      • Gift with Purchase
      • Kits and Bundles
      • Shipping Coupon Codes
      • Client Feedbacks
      • Forms
        • Form Builder
        • Participant Entries
      • Campaign
        • Messenger Blast
        • SMS Blast
    • Customers
      • Contacts
      • Profile
      • Credit Memo
      • Membership Types
      • List of Expiries
      • Freeze Accounts
      • Contact Tracing
      • Leads Management
      • Lead Rejections
      • Batch Upload
    • Employees
      • List
      • Staff Deputation
      • Timekeeping Attendance
      • Calendar Schedule
      • Shift Schedules
    • Accounting
      • Expenses
        • Claims
        • Bills
      • Business Account
        • Account Summary
        • Account Summary V2
        • Account Receivables
        • Account Payment Term
      • Customer Accounts
        • Account Summary
      • Chart of Accounts
    • Branch Reports
      • System
        • SMS Notification Logs
        • Audit Trail
        • Filinvest Hookup
      • Key Performance
        • Kitchen Dispatch
      • Key Activity
        • Voided Transactions
        • Client Login Activity
      • Inventory
        • Bill of Materials
        • Raw Materials Usage
        • Inventory Cost History
        • Weighted Average Cost
        • Inventory Ledger
        • Stock Cost
        • Inventory Restock
        • Discrepancy
      • Sales
        • Online Payments
        • QRCode Payments
        • Staff Commissions
        • Abandoned Cart
        • Unsettled Transactions
        • By Transactions
        • By Products
        • By Customers
        • By Day & Hour
        • By Transaction Type
        • By Resources/Tables
        • By Sales Source
        • By Payment Types
        • Daily Sales
        • Daily Sales Summary
        • Transaction Breakdown
        • Monthly Sales
      • BIR
        • X Reading
        • Z Reading
        • Summary List of Sales
        • POS Book
        • Senior Citizen / PWD Book
        • E-Sales
        • E-Journal
        • Daily Sales Book
        • Sales Report
  • MASTERLIST LEVEL
    • Introduction
    • Global Reports
      • Sales
        • Branch Breakdown
        • By Day & Hour
      • Inventory
        • Stocktake Count
    • Global Inventory
      • Batch Upload
      • Masterlist Products
      • Masterlist Categories
      • Masterlist Brands
      • Masterlist Generic Types
      • Masterlist Family
      • Masterlist Product Division
      • Masterlist: Unit Measurement
      • Masterlist: Barcode
    • Global Settings
      • Supported Payment Types
        • How to add your payment methods?
      • Company Owner
        • How to add a company owner?
      • Access Level
      • Positions
  • ACCOUNT
    • Change Password
    • Logout
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  1. MASTERLIST LEVEL
  2. Global Settings
  3. Company Owner

How to add a company owner?

PreviousCompany OwnerNextAccess Level

Last updated 5 months ago

The key difference between saving a staff account and a company owner account is that company owners have the ability to view all branches in Clibase, whereas employees are restricted to viewing only their specific branch.

Fill out the details carefully:

  • Username - Ensure that the username you choose is unique and not duplicated within the system. The username will be used to log in to your account, so make sure it’s easy to remember.

  • First and Last Name - Enter your name. This will be visible on receipts and other records generated through the portal, ensuring that your information is correctly displayed on all transactions and documentation.

  • Phone Number - Provide your mobile phone number to receive the Daily Sales Report via SMS. This will allow you to stay informed about the sales activities of your business or branch directly on your phone, ensuring timely access to crucial data.

  • Email Address - Input a valid email address where you will receive your login credentials. This email will serve as the primary point of contact for Clibase-related communications other than the Viber group, and notifications for activities such as Inventory Restocking. Make sure the email is accurate to ensure you receive all relevant communications promptly.

Click once done.