How to Create Business Account
Business Account Creation for using of Tip Top Applications:
Business account is required to use any solution provided by us. This account is created and initiated by the existing user/ admin account already associated with Top Top Platform.
In this section we will explain the procedure for:
- How to create business account on platform
- How to register new account
- Software Release/ Subscription
- License Subscription/ Buying Software licenses
New User Registration
Software Subscription:
If any user willing to subscribe the Tip top solution, then he will be invited by the registered/ existing user.
Invitations send to new user
After click on invite option, an invite user page will open and we (invitee) fill credentials like First name, last name and email and click on "send invitation button" to send invitation to the user.
Kindly note registration invitation URL comes inside invitee mail box also, so if new user (invited person) does not have an email, he doesn't needs to worry about this.
URL generated in both (invitee and invited person’s mail boxes).
After click on invite button, Invitation URL comes into both invitee and user's account [invited person (if he provided his /her valid email id)].
Credentials to be entered by the user-
Once the user gets this URL, he needs to click on this and register page will open where information like (First name, last name and email) comes auto selected and rest information (username, password etc.) needs to be filled by the user.
Account Activation
Once he click on submit button an alert in green color generates with message "Success you are successfully registered, please verify your account. Thank you."
Then user will be activated successfully after click on submit button mentioned below the verification code.
User Login
Now user writes the URL tiptopmail.com and fills the credentials like “username, password and click on “sign in" button in the login page to login.
There are three field:
Company Name: only to be filled for company user who has been linked to the company
Username: for all users
Password: for all users
User will generally login without company Name as he is still not linked to any company
Buying Business License
After updating his/her profile successfully user Release for the Tiptop platform software.
User can click request demo from www.tiptopplanet.com
User will be sent a link for Buy license
User has to enter username and password and click on sign in button to login.
After logged in user navigates to the Buy License page
In this page user has to fill all the information mentioned like
Type of license: Free Trial or License version.
Validity: For one year or more.
Application: Different categories of applications like Tiptop manager; Tiptop Office, Tiptop adviser etc. are given over there in drop down menu. These are the various applications we have and user can select the required application he wants to subscribe license for.
No of users: How many members would like to Release/ subscribe it
Then, click on add option mentioned below screenshot (Blue color button) then Application type, no of users show in the table.
User could also delete the "added user" if he wants to make some changes to Release the software.
After click on add button user will successfully add all mandatory information like type of application, no of users, validity and license type.
Apart from this, user needs to fill other general information too like company and contact person information. Company information like: Required information like company name, address, city, state, country, zip and website. Contact information like: Information like First name, last name, email, address, city, state, country and zip.
License Key Generation
After filling the entire information, clicked on save button an alert message will generate as "Success License key generated and has been mailed to your mail account."
You can check your mailbox for message of license key generation.
License activation
Here user has to click on "activate button" lies at bottom of Buy license page.
After clicking on "License Activate" button user enters License key, username and password. After enter all these credentials he clicks on check option.
Once user click on check button, rest data of user (like company information, contact person information and License) get auto selected (as filled by user previously in buy license page) and user clicks on Activate License button for the activation of license.
Once user click on Activate License button an alert generates as "Success License is activated."
Note: Admin assigned the connection string of current activated user by clicking "Assigned application to OU."
Tenant Organization Structure
After successful activation of license- New Company (Tenant name) is created (RDK).
Now user needs to login with the username and password entered in company field (Buy license) page.
Later doing this Tip Top Platform allows companies to create an Organization Chart without any actual employee based on designations. These designations are later linked to employee which connect them to the organization chart.
How to complete my profile ?
Tip Top People
Tip Top People is a Profile Management Platform where Users can maintain their profiles and employment Records.
There is a strong need of a De-coupled Profile Management platform where all the Human resources can maintain their own profiles reducing the load on the organization HR department where they simply have to just on one click on boarding the HRIS can automatically be updated.
The Tip Top People provides a Profile Platform that solves this major problem of the organizations.
The Platform provides following features:
- Profile Management
- CV Management
Once user account created on platform, user has to build his/ her personal profile on tiptoppeople.com
MY Profile
A) After logged in successfully with Tiptop mail, user will click on "My Profile" to edit his own profile.
Then he navigates to user profile homepage.
B) Another option for user is to directly go to our application as “tiptoppeople” and he can login into the same using his/ her credentials.
Personal Information:
After click on edit profile option user navigates to personal information page where name, surname and email address remains auto selected (already filled earlier) and rest all the information like DOB, Address, Gender, Marital status and etc. have to be filled by the user.
Also the user has to select ISPUBLIC checkbox for his profile to be visible to others
After filling the required information’s, click on save button.
Once clicked on save button an alert will generate like "Personal information saved successfully."
and after click on "Ok" button.
Once Personal Information saved, user navigates to Qualification page where first he has an option to select radio button "Are you eligible or not." with option yes and NA. User can choose these options accordingly. If suppose user selects ‘yes’ then he will be allowed to fill all the information like Institution, Aggregate, percentage etc. and click on insert button as shows in tabular form.
Simultaneously if user has more qualifications than he can fill accordingly in the same manner and that all will be reflected in a table. Once he fills entire qualification details and clicks on "save qualification button”, all qualification details will be saved and user navigates to experience section.
Experience Information:
Next tab will be for Experience Information, if user does not have any experience, he will have to click on ‘NA’ button and if user has any experience, than it will be added accordingly, these inserted record show in table by click on "Add experience button."
Again user clicks on save experience button and an alert will generate "experience saved successfully" and page navigates to reference section.
Reference Information:
In reference section user can give any reference of his / her known person by entering his/her name, last name, designation, company name and etc. After click on add reference button information will be shown in the table.
After filling the reference information user will have to click on "save reference button" and an alert will generate "reference information saved successfully." After click on "OK" button user will navigates to family details section.
Family Information:
In family details user defines about his/her marital status and details about his family members and relationships.
Again information entered by the user will be shown in table and he saves it accordingly by click on "save family details" option.
Additional Information:
In additional information option user fills all the information related to his/her career goals, most motivated work, strong points etc.
At any time user can choose desired record type form the dropdown menu and can write the description about the selected particular category.
After filling all information user clicks on save information page, alert generates as "Additional information saved successfully."
After click on ‘OK’ button again an alert message generates as “Your profile is updated successfully. Changes will reflect after sometime or after re login to your application. Do you want to re login?"
If user click on "No" button then he will remains in the same page and if clicks on "Yes" it navigates to index page of tiptoppeople.com
How to Register as Tiptop User ?
1. Overview
The Tip Top Platform is a free e-mail service powered by TTMail. Tip Top Platform has offered users innovative features such as a free storage, built-in search functions and message groupings and providing a centralized place from where user registration can be created, giving each user a unique identity in whole platform ecosystem.
This module covers the sequential flow of User Registration on Tip Top Platform.
2. How to Register as Tip Top User ?
This is module will demonstrate as How a User register in Tip Top Platform Site? 2.1 Open Browser and Enter tiptopsoftware.net.
Please user Browser Chrome or Mozilla Firefox or Safari (For Mac user)
2.2 Click on User Button on Site
2.3 When Click on User Button, following options shows; Registration, Change Password and Edit Profile. Click on Registration Button
2.4 Once click on Registration Button, the following Register Form will display for user to enter details for registration.
2.5 Register Form – Fill all mandatory Fields and Save
All fields are mandatory and when user filled all fields on Register Form, Click on Save Button.
For Reset the regitration details, click on Reset Button.
Few Validation on Register Form Fields Like;
A. Email:
Format should by [email protected] or [email protected] or [email protected] or [email protected]
B. Security Question:
The security question must be at least 6 characters long.
C. Answer:
The answer must be at least 6 characters long.
D. Password:
Password must contain at least one uppercase, one special and one numeric character.
E. Confirm password:
Confirm password should be similar as entered in Password field.
All fields are mandatory and when user filled all fields on Register Form, Click on Save Button.
For Reset the Registration, click on Reset Button.
2.6 User Verification
When click on Save button, page highlighting user verification code.
User Verification Code: Alpha Numeric code generated for user registration purpose and a copy is automatically send to user email address provided in Register Form - Alternate email field.
2.7 Click on Submit Button and receive acknowledgment Thank You message on successful registered shows completion of Registration Process on http://tiptopsoftwares.net. Check for User Registration Details and verification code on alternate Email address provided on Register Form.
Once successfully register on tiptopsoftwares.net, user can opt for registering as Business user or Go To Tip Top People Site for updating profile.
For registering as Business user – Go To Option: Business User Registration Module Only applicable for Business User.
v For Updating profile – Go To Option: Step 4.
Click on People Button and Follow Step 4.
How to Change Password
- Click User Button on tiptopsoftwares.net
- Click on Change Password Button
- Enter Current Password, Enter New password and Confirm Password.
Confirm password should be same as new password
Note –
Password must contain at least one uppercase, one special and one numeric character.
Current Password and New password cannot be same.
Once Click on Save the New Password will be updated.
How to Use Tip Top Platform
TIPTOP PLATFORM USER DOCUMENT
Tiptop Platform is a comprehensive business management application platform buildup of diversified tools in order to smoothing enterprise workflow.
It's a comprehensive business management platform application packed up with Organizational structuring, tenant organization setup and role/title allocation within the company.
Major Workflow/ Functionalities available inside Tip Top Platform are:-
a) New User Registration (Through tiptopmail.com)
b) Software Release/ Subscription (User Account Creation)
c) User Profile Management (My Profile- through tiptoppeople.com)
d) Employee Administration (Personal Info, Qualification, Experience, Reference, Family Details, Additional info etc.)
e) License Subscription/ Buying Software licenses
f) Organization Structuring/ Creation Tenant org. structuring
g) Company Setup: Organization setup, Unit (department setup), Role-Designation mapping, Title assignment-mapping
h) Application setup
i) Role Management
j) Authentication with SSO
k) Authorization
l) Page level permission Management
m) Dynamic Mean Management
n) Database base connection Management
o) Application API Engine
p) Custom API development
q) Communication Pipeline
r) Data sync services
New User Registration Platform
Software Subscription:
If any user willing to subscribe the Tip top solution, then he will be invited by the registered/ existing user.
Invitations send to new user
After click on invite option, an invite user page will open and we (invitee) fill credentials like First name, last name and email and click on "send invitation button" to send invitation to the user.
Kindly note registration invitation URL comes inside invitee mail box also, so if new user (invited person) does not have an email, he doesn't needs to worry about this.
URL generated in both (invitee and invited person’s mail boxes).
After click on invite button, Invitation URL comes into both invitee and user's account [invited person (if he provided his /her valid email id)].
Credentials to be entered by the user-
Once the user gets this URL, he needs to click on this and register page will open where information like (First name, last name and email) comes auto selected and rest information(username, password etc.) needs to be filled by the user.
Account Activation
Once he click on submit button an alert in green color generates with message "Success you are successfully registered, please verify your account. Thank you."
Then user will be activated successfully after click on submit button mentioned below the verification code.
User Login
Now user writes the URL tiptopmail.com and fills the credentials like “username, password and click on “sign in" button in the login page to login.
There are three fields
Company Name: only to be filled for company user who has been linked to the company
Username : for all users
Password : for all users
User will generally login without company Name as he is still not linked to any company
MY Profile
After logged in successfully with Tiptop mail, user will click on "My Profile" to edit his own profile.
Then he navigates to user profile homepage.
After click on edit profile option user navigates to personal information page where name, surname and email address remains auto selected (already filled earlier) and rest all the information like DOB, Address, Gender, Marital status and etc. have to be filled by the user.
Also the user has to select IS PUBLIC check box for his profile to be visible to others
After filling the required information’s, click on save button.
Once clicked on save button an alert will generate like "Personal information saved successfully."
and after click on "Ok" button user navigates to Qualification page where first he has an option to select radio button "Are you eligible or not." with option yes and NA. User can choose these options accordingly. If suppose user selects ‘yes’ then he will be allowed to fill all the information like Institution, Aggregate, percentage etc. and click on insert button as shows in tabular form.
Simultaneously if user has more qualifications than he can fill accordingly in the same manner and that all will be reflected in a table. Once he fills entire qualification details and clicks on "save qualification button", all qualification details will be saved and user navigates to experience section.
Now here,
If user does not have any experience, he will have to click on ‘NA’ button and if user has any experience, than it will be added accordingly, these inserted record show in table by click on "Add experience button."
Again user clicks on save experience button and an alert will generate "experience saved successfully" and page navigates to reference section.
In reference section user can give any reference of his / her known person by entering his/her name, last name, designation, company name and etc. After click on add reference button information will be shown in the table.
After filling the reference information user will have to click on "save reference button" and an alert will generate "reference information saved successfully." After click on "OK" button user will navigates to family details section.
In family details user defines about his/her marital status and details about his family members and relationships.
Again information entered by the user will be shown in table and he saves it accordingly by click on "save family details" option.
In additional information option user fills all the information related to his/her career goals, most motivated work, strong points etc.
At any time user can choose desired record type form the dropdown menu and can write the description about the selected particular category.
After filling all information user clicks on save information page, alert generates as "Additional information saved successfully."
After click on ‘OK’ button again an alert message generates as “Your profile is updated successfully. Changes will reflect after sometime or after re login to your application. Do you want to re login?"
If user click on "No" button then he will remains in the same page and if clicks on "Yes" it navigates to index page of tiptop mail.
Buying Business License
After updating his/her profile successfully user Release for the Tiptop platform software.
User can click request demo fromwww.tiptopplanet.com
User will be sent a link for Buy license
User has to enter username and password and click on sign in button to login.
After logged in user navigates to the Buy License page
In this page user has to fill all the information mentioned like
Type of license: Free Trial or License version.
Validity: For one year or more.
Application: Different categories of applications like Tiptop manager; Tiptop Office, Tiptop advisor etc. are given over there in drop down menu. These are the various applications we have and user can select the required application he wants to subscribe license for.
Then, click on add option mentioned below screenshot (Blue color button) then Application type, no of users show in the table.
User could also delete the "added user" if he wants to make some changes to Release the software.
After click on add button user will successfully add all mandatory information like type of application, no of users, validity and license type.
Apart from this, user needs to fill other general information too like company and contact person information. Company information like: Required information like company name, address, city, state, country, zip and website. Contact information like: Information like First name, last name, email, address, city, state, country and zip.
License Key Generation
After filling the entire information, clicked on save button an alert message will generate as "Success License key generated and has been mailed to your mail account."
You can check your mailbox for message of license key generation.
License activation
Here user has to click on "activate button" lies at bottom of Buy license page.
After clicking on "License Activate" button user enters License key, username and password. After enter all these credentials he clicks on check option.
Once user click on check button, rest data of user (like company information, contact person information and License) get auto selected (as filled by user previously in buy license page) and user clicks on Activate License button for the activation of license.
Once user click on Activate License button an alert generates as "Success License is activated."
Note: Admin assigned the connection string of current activated user by clicking "Assigned application to OU."
Tenant Organization Structure
After successful activation of license- New Company (Tenant name) is created (RDK).
Now user needs to login with the username and password entered in company field (Buy license) page.
Create Organization Chart
Tip Top Platform allows companies to create an Organization Chart without any actual employee based on designations
These designations are later linked to employee which connect them to the organization chart
Click on Tenant Organization Structure and select tenant in which company needs to be created.
Organization structure creation
Click on Organization Chart for selected Tenant.
And Click on Add Child.
Note: First Initial Parent Company will be created by Tiptop Platform at the time of licensing.
To Create New Company (COMPANY FORM)
Form consist of following field which are all mandatory.
- Type: Showing list of organization structure i.e. COMPANY, REGION (Department) and JOBID (Designation). Select " COMPANY". Fig. Below
- Full Name: Enter Company Full Name
- Short Name: Enter Company Short Name
- Email: Enter Company Email Address
- Parent Name: By Default will show Parent Company Name in which organization structure need to create.
- Check box (Address is same as the parent organization unit) -
- 1. CHECK BOX TICK : For Filling address field automatically if Parent Company Address same or
- 2. CHECK BOX UN TICK: Will free all address fields for entering address which is not similar to Parent Company address.
- Address1: Enter Company Address
- Address 2: Enter Company Address
- City/Town: Enter Company City/ Town Name
- State/Province: Enter Company State Name
- Country: Enter Company Country Name
- ZIP: Enter Company ZIP
- Description: Enter Description to Update any Detail related to Company Specification, etc.
- City/Town: Enter Company City/ Town Name
- Save: Click "SAVE" to update the fields
- Cancel: Click "CANCEL" to cancel all fields details entered.
Newly created Company will be Shown in Organization Structure.
To update REGION (Department) within the Company, Click on Company from Organization Structure and Click on "ADD CHILD" Button.
To Create New REGION (Department) - REGION FORM
Form consist of following field which are all mandatory.
- Type: Showing list of organization structure i.e. COMPANY, REGION (Department) and JOBID (Designation). Select " REGION". Fig. Below
- Full Name: Enter Region Full Name
- Short Name: Enter Region Short Name
- Email: Enter Region Email Address
- Parent Name: By Default will show Parent Company Name in which organization structure need to create.
- Check box (Address is same as the parent organization unit) -
- 1. CHECK BOX TICK : For Filling address field automatically if Parent Company Address same or
- 2. CHECK BOX UN TICK: Will free all address fields for entering address which is not similar to Parent Company address.
- Address1: Enter Region Address
- Address 2: Enter Region Address
- City/Town: Enter Region City/ Town Name
- State/Province: Enter Region State Name
- Country: Enter Region Country Name
- ZIP: Enter Region ZIP
- Description: Enter Description to update any Detail related to Region Specification, etc.
- Save: Click "SAVE" to update the fields
- Cancel: Click "CANCEL" to cancel all fields details entered.
To update JOBID (Designation) within REGION, Click on Company and Region from Organization Structure and Click on "ADD CHILD" Button.
To Create New JOBID (Designation) - JOBID FORM
Form consist of following field which are all mandatory.
- Type: Showing list of organization structure i.e. COMPANY, REGION (Department) and JOBID (Designation). Select " JOBID". Fig. Below
- Full Name: Enter JOBID Full Name
- Short Name: Enter JOBID Short Name
- Email: Enter JOBID Email Address
- Parent Name: By Default will show Parent Company Name in which organization structure need to create.
- Check box (Address is same as the parent organization unit) -
- 1. CHECK BOX TICK : For Filling address field automatically if Parent Company Address same or
- 2. CHECK BOX UN TICK: Will free all address fields for entering address which is not similar to Parent Company address.
- Address1: Enter JOBID Region Address
- Address 2: Enter JOBID Region Address
- City/Town: Enter JOBID Region City/ Town Name
- State/Province: Enter JOBID Region State Name
- Country: Enter JOBID Region Country Name
- ZIP: Enter JOBID Region ZIP
- Description: Enter Description to update any Detail related to JOBID Specification, etc.
- Save: Click "SAVE" to update the fields
- Cancel: Click "CANCEL" to cancel all fields details entered.
Note: Follow above steps for creating the entire Organization Structure where multiple COMPANY, REGION AND JOBID can be created.
Organization Structure View
NOTE: One user can link with single company, Region and Job ID, however still user need to link with Multiple Role within a Single Company, and then we have provision for Linking JOBID to multiple TITLES.
Titles: This is a unique innovation of the platform architecture that allows users to work across departments hence this is the virtual identity for the Tip Top Business suite where the entire organization operations and strategy can be planned using these titles
To create new titles for organization structure. TITLE FORM
Select TITLE Button for Tenant which we need to create TITLE's
Title Page: Below Fig.
Click on Create New Button for Creating New TITLE
TITLE Form
Form consist of following field which are all mandatory.
- Short Name: Enter TITLE Short Name
- Name: Enter TITLE Full Name
- Tenant: Show List of all Linked Tenants, Select Tenant for where TITLE need to create.
- Company: Show List of all Companies Linked with Tenant, Select Company for where TITLE need to create.
- Department: Show list of all Department (REGION) linked with company, select Department (REGION) where TITLE need to create.
- Parent: Show List of all TITLEs created within REGION, For New TITLE select "NONE" - It will make Parent TITLE for REGION.
- Link To Designation: Show List of all JOBIDs (Designations) within Department (REGION), select JOBID which need to link with TITLE.
- Status: Select "ACTIVE" to activate newly created TITLE.
- Create: Click on Create.
TITLE Page showing JOBIDs Linked with TITLEs.
Tenant Organization Structure: Roles and Permission assigned to Users
Once the Organization Structure is created, Job ID (designation) and Region (department) defined on tiptopplatform.com; Now Admin can add and assign employees against relevant Designation by using ‘Manage Business User’ tab given at tiptopplatform.com
Admin will Login with his login credentials on tiptopplatform.com
After Login, user needs to go to Business User Option and then has to select ‘Manage Business User’ tab.
In Manage Business User page: This will show the Tenant Organization Structure. And will provide the option to Add/ Edit Business users as per defined Job ID.
- Admin needs to click on Add/ Edit Business User
- By default this will display Admin user.
- To assign any user with particular Job id, Admin needs to click on Assign Button.
- On left side of the window, Organization chart will be display, Admin needs to select the designation (Job ID) in which he want to assign any user.
- Here, admin user needs to enter user ID of the user to whom he want to assign with that Job id.
Note: User ID is a unique alpha numeric code generated for each user at the time of completing registration and same is available at user top right drop down list and in tiptop mail mailbox.
This will be generated through tiptopmail.com during the invite and registering process which was already explained above in User Registration manual.
- Once admin put the User ID of user, he will click on ‘Get User’ button.
- Once clicked on Get User button the User associated with that User ID will be displayed to assign with particular job id.
- Select the job id under which admin want to assign that user from tenant organization structure at the left of screen.
- Click on ‘Next to add’ button, and the user will be added to particular designation.
- There will be one Default Designation and one will be reporting designation.
- Default designation is the designation for which employee/ user will receive the salary/ wages within the organization while reporting designation could be multiple based on his role.
- Admin need to check on both the designations available and click on save button.
- Once clicked on save button, there will be a success message and that user will be assigned with that particular designation.
- If user want to edit previously assigned user with any designation than he has to click on Edit button and the same procedure he has to follow for assigning him with another designation or region under some other job id.
User Role Management:
Tiptop Platform gives role and permission based on API Driven Methodology where all forms are protected with permission and through role wise permission are given to user.
- For assigning roles and permission, admin need to select “Role Management” option given at home page of tiptopplatform.com
- On this screen, admin will get three options as “View user without roles”, “View user with roles” and “View users with System roles”.
- Admin needs to click on “View User without Role” button, to assign roles to particular user/designation.
- Now user will select the user to whom he want to assign roles from the given user list. And then he will click on “Assign Role” button.
- Here, all the available roles will be displayed in drop down menu along with user name.
- Now, admin has to select the role he want to assign to that particular user/ Designation from the drop down menu and then he has to click on “Add” button one by one.
- Once roles have been assigned to user, form will notify that “role successfully attached with this user”.
To Remove Role with User:
- To remove any role from particular user, admin needs to select “View User with Role” option.
- This will display the list of all users to whom already roles have been assigned.
- Admin will click on “View” button to view the assigned roles with particular user.
- This will give the list of all assigned roles to that user, and click on “DELETE” button which role has to be removed with this user.
- Once clicked on “DELETE” button user will receive a notification for removal and once user click on OK that particular Role will be removed from the User.
