What This Module Covers
First-time login access, secure authentication, custom branded login pages, referral URLs, multi-company group management, company creation, and supported country configuration.
Secure First-Time Access
New users activate their accounts by setting a password and verifying their email. Authentication safeguards ensure controlled access from the moment the workspace is created.
Custom Login & Referral Access
A personalised login URL can be configured with your own branding, enabling white-label presentation for partners or clients.
Referral URLs can also be generated to manage sign-ups referred in your workspace.
Group Access & Multi-Company Control
Multiple companies can be managed within a single structured group. Group Admins can assign permissions, create new companies, and organise entities using tags for clear classification.
Company Setup & Country Configuration
An AI Account allows each company to be set up with its own country, accounting period, home currency, and chart of accounts. Selecting a country automatically applies the relevant local tax codes and structural settings. The platform supports multiple countries across Asia-Pacific, Europe, the Middle East, and North America, including Australia, Hong Kong, India, Singapore, the United Kingdom, the United States, and Vietnam. E-invoicing is currently supported in Malaysia.
Frequently Asked Questions
How do new users activate their accounts?
New users complete password setup and email verification before accessing the system, ensuring secure onboarding.
Can I create a branded login page?
Yes. A custom login URL with your own branding can be configured for white-label presentation.
Can I manage multiple companies under one account?
Yes. Group access allows multiple companies to be created and managed within a structured workspace.
Can I assign administrators to manage a group?
Yes. Group Admins can be assigned full permissions to manage companies and user access.
Can each company have different country settings?
Yes. Each company is configured independently with its own country, tax structure, and accounting period.
Can the home currency be changed after setup?
No. The home currency is fixed at the time of company creation to maintain reporting consistency.