Sub-Company profile creation

🏢 How to Manage Sub-Company Profiles in Paytia

Sub-Company profiles allow businesses operating multiple brands to process payments for each brand from a single, central Paytia user interface. This is ideal for organisations with multiple trading names, business units, or departments that require distinct branding and configuration.

✅ Prerequisites

Before you begin:

• Your Paytia account must have the Sub-Company Control licence enabled.

• You must be logged in as an Administrator to access and edit Sub-Company settings.

🧭 Getting Started: Accessing Sub-Company Management

1. Once the Sub-Company licence is activated, a new menu option Manage Sub-Companies will appear under the Administer Users menu.

   
   

2. Clicking the menu item loads the main Sub-Company administration page.

   
   

⚠️ Important: Once Sub-Company features are enabled, you must create details for every brand so that users can select the correct company when processing transactions.

➕ Creating a New Sub-Company Profile

1. Click the Add Sub-Company button to open the profile creation form.

   
   

   These details appear in ecommerce services such as Payment Links and email receipts.

2. Enter the required company information, including:

   • Company Name
     Displayed to form users and used on digital communications.

   
   

3. Upload your logo and use the slider to zoom in/out. Drag the logo to position it—placing it toward the left works best.

   
   

4. Click Save. Your new Sub-Company profile will now appear in the table.

   
   

✏️ Managing Sub-Company Profiles

Each Sub-Company row includes action buttons allowing you to:

• Activate / Deactivate the profile
   Profile active
   Profile deactivated

• Custom settings
   Custom settings

• Edit the profile
   Edit the profile

• Delete the profile
   Delete the profile

⚙️ Custom Settings Explained

🔌 Associated Payment Gateways

Custom settings allow company-specific configuration such as associated payment gateways, outbound email server (SMTP) settings, and Payment Link expiry times.

Tick the gateway routes that should be available when this company profile is used.

📨 Outbound Email Server (SMTP)

SMTP is outbound email. Once activated, Paytia will send all outbound electronic email correspondence through this email service. This allows you to force emails to appear sent from your own company email services.

⏳ Payment Link Expiry Time

Payment Link expiry time allows a timeout to be applied to Payment Links created and sent to customers. Once expired, Payment Links are no longer usable.

👥 Assigning Sub-Companies to Users

Now that the company profile is created, follow the creation process for user roles or edit user profiles to assign it to users.

(Click the links below to read further articles)

• Creating user roles
• User profiles