# Company Settings
Company Settings is divided in to four tabs:
In this page you should be able to do the following things:
- Update your Company details - company name, tax number and other details
- Inviting new members to your company space.
# Edit Company Settings
To edit company settings, in the company settings page - go to the first tab, as shown above. Click on the "Edit Company" button.
You will be routed to a separate edit page, where you can change the information as required:
When you finish editing the information, save the form and you will be routed back to the settings page.
# Subscription Details
Digital Practice pricing is based on a per/user pricing model. This means that you pay a fixed amount based on the number of users your organisation will have on the platform.
| Price per user | Currency |
|---|---|
| 249 user/month | ZAR |
| 20 user/month | USD ($) |
There is a 10% discount that is applicable if you choose to pay for your subscription on an annual basis.
| Price per user | Currency |
|---|---|
| 2,689.20 user/year | ZAR |
| 216 user/year | USD ($) |
All payments are subscription based and will continue until you cancel your subscription.
# Manage your Subscription
If you would like to:
- Adjust the number of users on your subscription
- Cancel your subscription
Visit your Billing Page (opens new window) and click on the "Manage Subscription" button. You will be routed to a secure Stripe hosted billing page where you can do the following:
Update your credit card details on record
Update your subscription (increase, decrease the number of seats on your subscription)
Switch between Monthly and Annual subscriptions
Update your billing address
View your previous bills (Invoice History) from Stripe
# Cancel Subscription
When you are on the Billing Page (opens new window), you can click on the "Cancel Subscription" button to cancel your Digital Practice subscription. You will still have access to Digital Practice until the end of your paid subscription period.
# Add New Members to Company
Based on the pricing above, and the number of seats you have paid for. You can then add these employees directly from your settings page. Go to the employees panel and you will see all the current members, pending invites and a button to add new members. You will also see the current allowance of members, based on your selection.
When you click on the "Invite New Member Button" You will be able to add the names, email and job title of the member you are inviting.
TIP
Very important to note at this stage is to select the right line manager for the member you are inviting. The line manager should already have been invited and have "Manager App" access
The Invite Member form looks like so:
At the bottom of the form you can see all the access rights that are possible. Depending on your organisation - only grant app access to individuals who should be able to view, edit and manage data on that app.
WARNING
Anyone grated HR App access can view employee records, payslips and leave records. They can also adjust the HR settings of your organisation, including pay-date and execute payroll runs.
Also take special precaution when selecting Manager App access, users with Manager App, have the same ability as the company owner to invite members to the platform. However all members they invite will be reporting to them. See more in the manager App Documentation.
DANGER
Manager App access can grant the owner permission to invite new members to the company space.
# Organisational Structure
Digital Practice Management Software was designed to operate like a practice, allow managers and owners to run their practices more efficiently. Therefore, the Practice org structure is built in to the app design. The Practice Owner, assumed to be the individual who created the space - will have full access. This cannot be changed at a later stage. That practice owner can then invite members to join, and grant then access accordingly.
Ideally, depending on the role a members has - access rights should be granted accordingly.
Every member that is invited, requires a line manager to be assigned to them. Initially, the owner can select themselves as line managers - when inviting the top-level managers. These managers will then be able to invite their own team members, or the owner can do it. When they invite a team member - they must select themselves as line managers for these team members.
Line Managers must have Manager Rights, in order to allow them to effectively manager their teams, assign tasks and approve leave.
# Zapier Connections
Here you can connect Digital Practice to many apps of your choice using Zapier connect.
# SAGE Integrations
Also as a space owner you can integrate (1) Products and Services, (2) Clients, (3) Quotes and (4) Invoices between SAGE Cloud Accounting and Digital Practice. This page will take you to your Finance app where you can do the integration.
