How do I get my company going?

On the left side of your screen, click "invite to Candex" and add anyone you want with their email. Those with the same email domain will automatically be added to your company's private network. 

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Otherwise, you can invite anyone into your collaborations by email and they can use Candex with you at no cost.

Complete your company settings

Go to your company settings from the drop-down by your company's name on the top left of your screen.  On the left side, go through each item and make sure it is properly completed. On the Setup for your company, make sure you add yourself or the appropriate person as the Company Admin.

Click on your company name on the top left and select “Settings”. On your left panel select “Setup” and edit your Company Profile and Admins

Add Categories

You may want to add categories for the types of things you will be buying or selling, your users select these when they invite business partners to exchange payments.

Add Payment Entities

After you have designated yourself or someone else as a company admin, this person can add payment entities on Candex.  These are required in order to make payments through Candex.

Setup Good Channels

If you plan to use Candex for internal team collaboration, we recommend setting up good initial internal Channels. Think about the things you get a lot of internal email about - and make those the names of the Channels.  Examples include discussions about partners, invoicing, training materials, projects, conferences, etc. They are about anything your people talk about.

 

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