Organization Onboarding

step 1 starting signup process open your browser and visit https //rentilium ai once the homepage loads, locate the "sign up & elevate your rentals" button displayed below the headline initiate the signup process click on the button to access the onboarding form, which will collect your organization’s basic details step 2 filling organization details the organization details form is the first step to registering your account enter organization information fill in the organization name field with your company or business's official name this will be used as your primary identifier create an admin username choose a unique username for your administrator account ensure it’s memorable but secure provide admin details fill in the following fields first name and last name the administrator's name email address a valid email address that will be used for communication and verification phone number add a working phone number for added security complete verification tick the checkboxes to confirm you are not a robot (captcha) you agree to the terms of service and privacy policy (click to review them) proceed after filling out all the details, click on the "next" button to proceed to the verification step step 3 verification verification ensures the authenticity of your email and phone number check your inbox after clicking " next ," rentilium will send a one time password (otp) to the provided email id as well as your mobile number enter the otp locate the email titled "complete your registration" and find the 6 digit otp input the otp in the verification field displayed on the website resend otp (if needed) didn’t receive the email? click the resend otp" option to generate a new code check your spam/junk folder as well verify the otp once you enter the correct otp, click "verify" to move forward if the time has expired, you can resend the otp and create the account again you can find the otp in your inbox in email in mobile after entering the otp, please click the 'verify' button step 4 confirmation of organization registration successful registration after otp verification, a message will appear confirming that your organization has been successfully created in rentilium account details email you will also receive a follow up email with your organization name admin username system generated password save your credentials store these details securely, as they are required for logging into your account login button click "login" to proceed to the login page or navigate to the homepage manually step 5 logging into account now that your account is created, it’s time to access your rentilium dashboard visit the login page on the homepage, click on the "login" button in the top right corner alternatively, use the login link from the confirmation email enter credentials use the username and password provided in the registration email to log in forgot password if you forget your password, click the "forgot password" link to reset it you will receive a reset link in your email security check complete the captcha to ensure your login attempt is secure login click the "login" button to proceed to the dashboard step 6 updating organization’s time zone, currency & fiscal year update organization details after moving to the dashboard under the organization profile completion section, click on update within the organization basic details this will open the update organization details select country select the country where your organization is located from the dropdown menu for example, if your organization is based in the united states, choose usa select time zone in the time zone dropdown, select the appropriate time zone for your organization for example, if the organization is based in india, choose indian standard time select currency in the currency dropdown, select the currency your organization operates in for example, select indian rupee (inr) for indian organizations specify financial year start from the fiscal year begins dropdown, select the month when your fiscal year starts for example, many organizations in india choose april as the fiscal year start incorporation date the incorporation date refers to the official date on which organization was legally registered or formed save changes once all fields are completed, click submit to save the changes the dashboard will now reflect the updated time zone, currency, and fiscal year settings if you do not fill in or update this detail, this message will appear each time your admin logs in once the section is completed, the progress percentage will increase, providing a clear overview of the remaining tasks for example , when the organization's basic details are completed, the section turns green, and the progress percentage increases by 20% step 7 organization profile completion progress after updating the basic organization details, return to the dashboard to check the progress bar under organization profile completion this progress indicates how much of the organization’s setup has been completed features displayed organization basic details displays whether the time zone, currency, and fiscal year start have been updated registered address indicates if the organization’s address has been added and verified payment integration reflects the status of payment gateway configuration rental tax configuration tracks if applicable tax details have been updated utility & additional charges displays the setup status for utilities and additional charges progress update once each section is completed, the percentage progress will increase, giving you a clear view of what needs to be done step 8 updating organization’s registered address address update section from the dashboard, locate the registered address widget under organization profile completion click the update button to open the update organization details modal fill in the address fields complete the following mandatory fields address line 1 input the primary address details (e g , "solitaire tower") country select the country from the dropdown (e g , "india") state choose the appropriate state after selecting the country city select the city based on the chosen state zip code provide the postal/zip code for the organization’s address save changes after completing the fields, click submit the organization’s registered address will now be updated step 9 configuring rental tax the rental tax configuration section allows you to manage state specific tax details for your organization follow these steps to configure taxes rental tax configuration from the dashboard, click on the red update button under the rental tax configuration card you will be redirected to the rental tax configuration page general tax details enter your organization's gstin number (if applicable) specify the minimum taxable amount for transactions use the enable tax toggle to activate tax settings adding state specific taxes click on the add tax button to define new tax details a form will appear fill in the required fields tax name (e g , gst, vat, etc ) tax value as a percentage add a description for clarity choose your state click save changes to store the tax configuration managing existing taxes all added taxes are displayed under the rental tax details table use the actions column to edit tax details enable or disable specific taxes using the tax activation section changes upon saving or activating a tax, a success message will appear confirming the update return to the dashboard, where the rental tax configuration progress card will now reflect the updated status step 10 configuring utility & additional charges this section allows you to set up recurring utility or additional charges, such as electricity, water, or other services access utility charges setup from the dashboard, click the update button under the utility & additional charges card this action will redirect you to the add energy or other charge page adding a new charge click on the add new button to open the charge form enter the following details name define the charge (e g , electricity, water) type select either fixed (flat rate) or rate based (calculated per unit) default value enter the base rate or per unit charge description provide a short explanation of the charge check the tax applicable box to see if the charge should include taxes click save changes to add the charge managing existing charges newly created charges will appear in the energy charges table use the edit button to modify any details enable or disable charges using the charge activation button confirm changes upon saving or enabling a charge, you will see a success modal confirming the update return to the dashboard, where the utility & additional charges progress card will now reflect the updated status viewing & activating maintenance charges after saving the changes, you are redirected to the add energy or other charges table view verify that the maintenance charge is added to the table a confirmation popup will appear with the message "success charge enabled successfully!" click ok to complete the process