1. Business Settings

The first step after creating an account with Beegle, is to ensure your organisation and business details are correctly set up. Navigate to the 'Settings' page by clicking the icon. Work through each of the following, in order, updating details as required:

1. Organisations
   • These details relate to your overall organisation, as is typically your trading details rather than business details. 
   • All other records you add to Beegle will fall under this Organisation record.
2. Licensees -
   check
   •  thatLicensee details are correctmanaged by Beegle. 
   • Refer to Businessesthese instructions if your licensee is not listed, or if details are incorrect. 
3. OfficesBusinesses
   • These are the records of the business, or businesses, forming part of your organisation. 
   • Typically these are the Corporate Authorised Representative in your organisation. 
   • This is options in order to cater for those who are licensed as individuals. 
4. Offices
   • These are the records for all your physical offices. 
   • Each office is linked to one business, if any. 
   • Where an office is shared by multiple businesses (e.g. multiple CARs operating from the same location) you will need to create a separate office for each. 
     • In this case we recommend adding the business name to the office name. As the office name is not displayed to clients, having a descriptive name will make it easier to manage your Beegle details. 
   • Each client group will also be linked to an office, so correct contact details are displayed on reports issued to them. 
5. Risk Profiles
   • Complete your organisation's risk profiles, which can then be attached to individual clients and accounts. 

Some settings can only be changed by administration users.