Navigating the Organization Tab in YGB

1. Venues
   • Manage all venues under your organization:
     • Edit existing venue details such as name, location, and operational settings.
     • View and organize venue-specific configurations.
2. Users and Permissions
   • Create and manage permission groups to grant access to your team. Permissions can be organization level, or be limited to specific venues.
     • Add new users to your organization.
     • Create and manage user groups.
     • Assign roles and permissions to ensure appropriate access levels.
     • Maintain security and streamline operations by customizing access based on roles.
3. Organization Details
   • These are the basic details for your organization. Please ensure the settings are correct, because they will be used on documents.
     • Edit your organization’s name, address, and contact information.
     • Maintain accurate records for internal use and customer-facing communications.
4. Payment Configurations
   • This is done form the 'Settings' tab in the main menu, but reflects in the organization's end as well.
   • Set up how your organization handles payments:
     • Add or remove accepted payment methods (e.g., credit cards, mobile payments).
     • Customize settings for each method to suit your business needs.
5. Payment Methods
   • These are the payment methods set up for your organization. It's important that you have at least one set up and designated as **primary**.If you'd like to remove a method, or change which is set as primary, tap the 3 dots to the right of each method.
     • Ensure smooth and secure payment flows.
     • Configure payment gateways and billing preferences.
     • The invoices for the organization are going to be automatically billed from the methos you add here.
6. Trade Summaries
   • Gain insights into your financial performance:
     • View detailed summaries of trade activities.
     • Analyse revenue, transaction volume, and other key metrics.
7. Invoices
   • Handle billing and invoicing efficiently:
     • Create and send invoices to clients or customers.
     • Track payment statuses and manage outstanding balances.
     • Maintain a clear record of all financial transactions.
8. Subscriptions
   • Manage recurring revenue streams:
     • Create and customize subscription plans.
     • Your YGB subscription appears here.

     • Track subscriber activity.