Organization Onboarding
Step 1 - Starting Signup Process
- Open your browser and visit 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.