Group & Company Management

Types of companies

A company represents a set of transactions and data categorized by the user. A Group represents multiple companies. However, a user can choose to have the companies individually or in the form of a Group.

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Companies can be listed as follows:

• An individual company
• Multiple individual companies
• Companies in a Group
• Multiple groups representing multiple companies
• Using a combination of two or more options mentioned above

Sample Create Group & Company Request

A request in the following format should be posted to the URL https://servicesuat.onesingleview.com/v1/api/erp/svGrpCmpService.

curl --location --request POST 'https://servicesuat.onesingleview.com/v1/api/erp/svGrpCmpService' \
--header 'clientid: Enter_Client_ID' \
--header 'clientsecret: Enter_Client_Secret' \
--header 'signature: Enter_Signature' \
--header 'Content-Type: application/json' \
--data-raw '{
  "svGrpCmpServiceRQ": {
    "group": {
      "en": "Enter_Group_Name_English",
      "ar": "Enter_Group_Name_Arabic",
      "code": "Enter_Group_Code"
    },
    "company": [
      {
        "en": "Enter_Company_Name_English",
        "ar": "Enter_Company_Name_Arabic",
        "code": "Enter_Company_Code",
        "address": "Enter_Address",
        "erpService": "Enter_ERP_Service",
        "callBackPaymentStatusUrl": "Enter_Callback_Payment_Status_URL",
        "callBackPaymentChargeUrl": " Enter_Callback_Payment_Charge_URL"
      },
      {
        "en": "Enter_Company_Name_English",
        "ar": "Enter_Company_Name_Arabic",
        "code": "Enter_Company_Code",
        "address": "Enter_Address",
        "erpService": "Enter_ERP_Service",
        "callBackPaymentStatusUrl": "Enter_Callback_Payment_Status_URL",
        "callBackPaymentChargeUrl": "Enter_Callback_Payment_Charge_URL"
      }
    ]
  }
}'

Request details description:

Sample Create Group & Company Response

{
  "svGrpCmpServiceRS": {
    "group": {
      "code": "Group_Code",
      "status": 0,
      "message": "Process/Status_Message",
      
    },
    "company": [
      {
        "status": 0,
        "message": "Status_Message"
      },
      {
        "code": "Company_Code",
        "status": 0,
        "message": "Process/Status_Message",
        "errorCode": "Error_Code"
      }
    ]
  }
}

Response details description:

Account Management

Once your account is created, you will get the login credentials through email to your registered email address. The login credentials provided stand temporary and require to be updated/changed right after your first successful login. This is done in order to ensure the security and privacy of your login details as well as to provide you with an option of having your desired password.

First-time login process

Changing your password

Please follow the below steps to complete your first-time login process:

• Visit the website https://servicesuat.onesingleview.com
• Enter the username and password (received through email) in the respective fields of the login screen
• Please make sure that the details you have entered are correct
• Once you are sure, click on the "Login" button
• Based on the validity of the provided data, the system will direct you to your respective account
• After you have successfully logged in to your account, click on the "Profile" icon located at the right corner of the screen
• Now go to the "Sign in & Security" section by selecting it
• Click on the "Reset" option available in the Password field
• Once you have created a new password, click on the "Save" button

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Critical requirements

The password should include:

• An uppercase letter
• A lowercase letter
• A special character
• A number
• Length of minimum 8 Characters

The password you create after your first login will be the one that you need to provide from now on to log in to your Singleview ERP Integration API account.

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Important information

• A registered user can access the login platform only by providing the valid login details
  • No user can access the platform or the available options unless logged in
  • The temporary password will expire right after your first successful login
  • The login platform is case-sensitive. Ensure Caps Lock and Number Lock status before entering the details.

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Warning

As a protective and security measure, a user account that has gone through 3 failed login attempts will be automatically disabled. To re-enable the account, you need to contact Singleview support and provide the necessary information and reasoning.

Setup your Profile/Singleview Account

After you have completed the First-time login process, you need to configure your account i.e., add appropriate details to access all the available options. To begin the process, go to the "Profile" page by clicking on the Profile icon available at the top-right corner of the page. The following information in the mentioned categories is required to set up your Singleview API account:

Company info

• Name - Name of the user
• Company logo - Upload a logo of your company
• Group - Select the Group to which the company belongs. Leave in case of an individual company.
• Address - Company location
• Business type - Type of the business or industry or field
• User type - Type of the user
• Currency - Selected currency to perform the functions and viewing
• License details - Details about the license, expiry date, subscription plan
• ERP Service - Details about the connected or serviced ERP
• Payroll - Status of payroll services
• Call-back Payment Status URL - URL details
• Call-back Payment Charge URL - URL details

Client info

• Client Details - Client ID and Client code details
• Signature Key - Signature key to generate Signature code

Sign in & Security

• Name - Name of the user
• Username - Login username
• Email Address - User's email address and verification status
• Password - Password of the account
• Phone - Phone number of the user
• Enable/Disable user - Option to enable or disable the user
• Group Admin access - Option to provides access as a Group Admin
• Two-step Verification - Status & Setup Two-Step Verification
• Multi-Factor Verification - Status & Setup MFA
• Biometric - Add or delete Biometrics for login

Banks
List of the banks that can be accessed by the user as per the license plan or subscription

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Note

Viewing of above information and access to edit it will depend on the role of the user account. Some of the accounts/users may find these options unavailable or inaccessible.

User Management

You can create new users of your team and assign them particular roles. These roles will determine their authorities in the workflow.

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Important information

Prior creating a user, it is recommended to created a role. Similarly, if you are planning to create multiple users then please create sufficient roles and assign them while the user creation.

Types of user roles

There are majorly 4 types of user roles:

• Initiator - Creates the requests and initiates its processing in the workflow
• Reviewer - Reviews the created request and assigns it to the approver
• Approver - Approves the created request
• Executor - Based on the approval from the prior levels, an executor processes the request

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Note

Without user roles, approval flow or workflow cannot be created. Any open spot in the flow will not allow the processing of the request.

Create a user role:

You can create a user by following the below steps:

• Go to profile
• Select "Role Management"
• Click on "Create role"
• Assign a role name and select the modules to govern the involvement of role authority
• Once you have provided the above details, click on "create" button

A user role with the mentioned name will be created.

Create a user:

You can create a user by following the below steps:

• Go to profile
• Select "User Management"
• Click on "Create user"
• Assign a role and fill in the appropriate details
• Once you have completed the above steps, click on "create" button

A user with the mentioned name will be created and will be notified as per the mentioned contact details.

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Imprortant

Ensure to check the company selection before creating the role or user. The selected company will inherit the new role or user created.

Workflow Management

You can create new users of your team and assign them particular roles. These roles will determine their authorities in the workflow.

Create a new workflow

Please follow the below steps to create a new workflow or modify an existing one:

• Go to "Profile"
• Select "Workflow Management"
• Select the company from the drop-down list
• Click on "Edit"
• You can see an option to create a new workflow. Select to begin creating a new
• Select appropriate levels to involve in the workflow by checking the boxes beside the roles
• Once you have completed the above steps, click on "Create"

A new workflow will be created and is ready to operate in the mentioned flow.

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Important information

Ensure to check the company selection before creating the workflow. The selected company will inherit the new workflow created.