Account Details

To set up your business info,

Required Permissions:

• Admin/Super Admin

1. Login to the Aggregator platform using a valid username and password.
   An onboarding screen appears prompting you to setup your business info.

2. Select Setup Business Profile and Get Started.
   The business info page opens.

3. In the Legal Business Name field, enter your enterprise name.

   Note

   Your legal name should be alphanumeric including special characters should not contain any spaces between words and has a length of 100 characters.

4. In the Industry Type field, select your type of industry from the drop-down menu.

   Note

   Your enterprise name and industry type must be recognised by the local government.

5. In the No.of Employees field, select the size of your company from the drop-down menu.

6. Click the Channels.
   A list of channels appears on right of the screen.

7. Checkbox next to the channel(s) from which you want to send your communication messages.

   a. WhatsApp

   b. Truecaller

   c. RCS

   d. SMS - Enter the TMID that you obtain from the MaaP platform. The length of the ID is in between 12 and 19 digits.

8. Click Corporate Logo button, then upload or drop your corporate logo from your desktop.

   Note

   Your logo should be less than 1 MB in size and accepted formats are .jpeg, jpg, and .png.

9. Click Address button, then complete the following fields in the billing and communication address.

   • Address Line 1

   • Address Line 2

   • City

   • State

   • Country

   • Pincode

   Note

   You can mark the billing address as a communication address.

10. Click the Contact button, then select any of the following from the drop-down menu.

    • Commercial Contact

    • Legal Contact

    • Business Contact

    • Technical Contact

    To add any contact from the above list:

    1. Click Add.
       The contact details form opens.

    2. Fill in the following details

       • Your Name

       • Designation

       • Email and Phone number with country code

    3. Click Save.
       Your contact details will be saved.

    Note

    You can add a maximum of 3 contact types for your enterprise.

11. Click Business Proof Document button.

    1. Select Business Type from the following

       • Government Entity

       • Individual

       • Limited Liability Partnership

       • Partnership Firm

       • Private Limited

       • Public Limited

       • Sole Proprietorship

       • Trust, Association, Society & Club (TASC)

    2. Select Type of Document from the following.

       • Tax Deduction Account Number: A ten-digit alphanumeric number. The first 4 components of the TAN are alphabets, the next 5 are numbers and the last is an alphabet.

       • GST Identification Number: A 15-character long alpha-numeric code. The first character should be a digit from 0 to 9 followed by PAN of the tax payer (10 characters long) then end with a digit or an alphabet (case-sensitive).

       • Company Identification Number: A 21-digit alpha-numeric code issued to companies incorporated within the country.

       • Business PAN: A ten-character long alpha-numeric code, the first 5 letters should be uppercase alphabets followed by digits 0 to 9 then followed by an uppercase alphabet.

    3. Click Add.

       • Enter the corresponding unique Identifier in the field based on the type of document.

       • Upload the respective document based on the type you chose.

    Note

    Upload file size should be less than 1 MB and accepted formats are: .pdf, .jpg, .jpeg.

12. Click the Partnership Document button and select the Type of Document for initiating a partnership from the following options.
    a. Partnership Agreement: A formal contract between two or more parties who wish to manage and operate a business together with the goal of making a profit.
    b. Others: Other documents include a typical contract document.

    Note

    The partnership document should be less than 5 MB and in .pdf format.

13. Click the Preferences button.
    A form appears.

    a. Select an appropriate time zone from the drop-down menu.
    b. Select your desired currency from the drop-down menu.
    c. Select your desired language from the drop-down menu.

14. Click Create.
    Your business information will be saved.

To update your business info,

Required Roles:

• Admin/Super Admin

1. Login to the Aggregator platform using a valid username and password.

2. Click Settings on the left menu.

3. Under the Account details module, click Business Info.
   The business info page opens.

4. Click Update Business Info at the top right corner.
   The Update Business Profile form opens.

5. Modify your business details, such as

   a. Channels

   b. Corporate Logo

   c. Address

   d. Contact Details

   e. Business Proof Documents

   f.  Partenership Documents

   g. Preferences

6. Click Update.
   Your modifications will be saved.

To view my profile,

1. Login to the Aggregator platform using a valid username and password.

2. Click Settings on the left menu.

3. Under the Account details module, click My Profile.
   The My Profile page opens where you can view your profile details.

Aggregator empowers you to personalize your business profile with a unique logo, email address, and country of origin.

To edit my profile,

1. Login to the Aggregator platform using a valid username and password.

2. Click Settings on the left menu.

3. Under the Account details module, click My Profile.
   The My Profile page opens.

4. Click the Stencil icon () above your profile image.
   The edit profile page opens.

5. Edit your desired details and click Update.
   Your details will be saved.

You can download your login history by clicking on the Download Login History button as a .csv file and share it with others.

You can download your login history by clicking on the Download User Activities button as a .csv file and share it with others.