My partner here at Pivot Point Enterprises has written up a number of great “How Tos” and Instructions for the use of the new Doc&Do business platform to help you out and get started on the right foot. More will be forth coming and as we reorganize all the information we will also bring them here in the blog post as a nice call to action for you or purely as nice information on how you may make the best use of the platform:
Getting Started With The Doc&Do Business Platform
The DocAndDo system has been cleverly designed to help you manage your business by providing you a means to deal with people, processes and technology all in one simple to use system. Let’s start by defining the parts of this system and how to make good use of it. You will find it extremely flexible and most importantly you’ll find it does what you want it to do because you are in charge, not us.
TWO TYPES OF ACCOUNTS:
“Organization” accounts are accounts created for Entities, not people, and they most often have their own legal structure, or one planned for the future and most often have their very own profit and loss statement, or income and expenses tied to it. Assuming you are a business owner/decision maker for your organization, you will create an organization account for your business, non-profit, etc and base the plan size on how many resources you may need. You can upgrade at any time so not to worry if you find yourself needing more space or seats than you started with. It is highly recommended that the organization name and username (like ABC Company = abccompany or abccompany1) be matched to your real organization name, or close as possible based on username availability. Be sure to use an email that is not your best personal email (you will need that for your individual account), but one you can receive email on and that you monitor. You will be required to confirm your email before being allowed access to the system, which is for your benefit. You will continue to complete the setup steps and establish the Entity, which only takes a few short minutes. You will then invite yourself personally to the Entity (as an Admin) via an email, which is how you will invite others to participate in content going forward. Once you’ve invited yourself, you are now ready to logout and continue. Note: Be sure to upload your logo using the Account Settings Upload Image button so you get the branding you want.
“Individual” accounts are accounts created for real people, like you. You will either be invited by yourself as we spoke of in your organization creation, or by someone you do business with who has an account, and the process is the same regardless. It is important to use your personal email (and one not currently used in this system) and credentials. Ideally, you’ll use the one you were invited to the system with. For most individuals, this is simply a free account that you will use to do all your activities in the system. Create a username that closely matches your name, if not exactly, like John Doe = johndoe or johndoe1. Note: Be sure to go to Account Settings next to your name and upload your picture for helping others see who’s taking action in the system. It will also ensure you are being selected by those wanting to invite you to participate in their company for some content collaboration/sharing.
OK, now you have your “individual” or personal account where you will perform 99.9% of your activities, AND your “organization” account, if you own a business and want work to be done in it by you and others. When you are logged into your individual account, you will see all the Entities that you have been invited to participate.