⚙️ Business Account Setup Guide

This comprehensive guide will walk you through setting up your business account on the Incentise platform, from initial registration to complete account configuration.

1. Initial Registration Process

Registration Options

You have two convenient ways to create your business account:

Option A: Traditional Registration

Required Information:

• Business Email Address: Use your official business email for verification and communications
• Username: Choose a unique username (3-30 characters, letters, numbers, and underscores only)
• Secure Password: Create a strong password (minimum 8 characters with letters, numbers, and special characters)
• User Type: Select "As a brand & business" (this corresponds to VENDOR in the system)

Option B: Google Authentication (Recommended)

Benefits:

• Faster registration process
• No password to remember
• Automatic profile information import
• Enhanced security

Required Information:

• Google Account: Use your business Google account
• User Type: Select "As a brand & business" after Google authentication

Registration Steps

Traditional Registration

1. Navigate to the registration page
2. Fill in your email address
3. Create a unique username
4. Set a secure password (you can toggle visibility using the eye icon)
5. Important: Select "As a brand & business" as your user type
6. Click "Register" to submit your information

Google Authentication

1. Navigate to the registration page
2. Click the "Google" button with the Google logo
3. Select your business Google account from the popup
4. Grant necessary permissions when prompted
5. Important: Select "As a brand & business" as your user type if prompted
6. Your account will be automatically created with imported profile information

💡 Tip: Google authentication is recommended for faster setup and enhanced security. Your profile information (name, email, avatar) will be automatically imported from your Google account.

⚠️ Important: Regardless of registration method, ensure you select "As a brand & business" as your user type to access business features.

2. Account Verification

Email Verification (Traditional Registration Only)

If you used traditional registration, you must verify your email before accessing business features:

Verification Process

1. Check Your Email: Look for a verification email in your business email inbox
2. Find the Code: Copy the verification code from the email
3. Enter the Code: Paste or type the verification code on the verification page
4. Complete Verification: Click "Verify Email" to activate your account

If You Don't Receive the Email

• Check your spam/junk folder
• Click "Resend Verification Code" to receive a new code
• Ensure you're checking the correct email address

⚠️ Critical: Traditional registration users cannot access any business features until email verification is complete. Google authentication users are automatically verified.

Google Authentication Verification

• Automatic Verification: Google authentication users are automatically verified upon successful login
• No Additional Steps: No email verification code required
• Immediate Access: You can access business features immediately after Google authentication

3. Profile Setup

Automatic Profile Import (Google Authentication)

If you used Google authentication, your profile information is automatically imported:

• First Name: Imported from your Google account
• Last Name: Imported from your Google account
• Email: Imported from your Google account
• Profile Avatar: Imported from your Google account (if available)

Manual Profile Setup (Traditional Registration)

Complete your business profile manually:

Required Profile Information

• First Name: Your first name (2-50 characters)
• Last Name: Your last name (2-50 characters)
• Phone Number: Business contact number (5-15 characters)
• Profile Avatar (Optional): Upload a professional profile image

Profile Setup Steps

1. Navigate to Settings > Profile in your business dashboard
2. Fill in your first name and last name
3. Add your business phone number
4. Upload a profile picture (optional but recommended)
   • Supported formats: JPEG, PNG, GIF, WebP
   • Maximum file size: 5MB
5. Click "Save" to update your profile

📝 Note: Google authentication users may still need to add their phone number manually, as this information is not typically available from Google accounts.

4. Account Settings Configuration

Username and Email Management

Access Settings > Account to:

• View Account Status: Check if your account is active and verified
• Edit Username: Update your username if needed (traditional registration only)
• Change Email: Modify your business email (requires re-verification for traditional registration)
• View Account History: See creation and last modification dates

Account Security

• Change Password: Navigate to Settings > Change Password to update your password (traditional registration only)
• Google Account Management: Google authentication users manage their account through their Google account settings
• Account Deletion: If needed, you can delete your account from Settings > Delete Account

5. Funding Accounts Setup

This is a crucial step for receiving payments from the platform.

Setting Up Payment Methods

1. Go to Settings > Funding Accounts
2. Click "Add New Funding Account"
3. Select your preferred payment provider
4. Enter the required payment details
5. Provide a description for easy identification
6. Save your funding account

Managing Funding Accounts

• View All Accounts: See all your configured payment methods
• Edit Details: Update payment information as needed
• Delete Accounts: Remove outdated payment methods
• Set Status: Activate or deactivate specific funding accounts

💰 Important: You must have at least one active funding account to receive payments from incentive programs and cashback distributions.

6. Post-Setup Checklist

After completing the setup, verify that you have:

• ✅ Verified Account: Email verified (traditional) or Google authenticated
• ✅ Complete Profile: First name, last name, and phone number are filled
• ✅ Account Information: Username and email are correct
• ✅ Funding Account: At least one payment method is configured
• ✅ Security: Strong password set (traditional) or Google account secured

7. Next Steps

With your account fully set up, you can now:

1. Create Incentive Programs: Start offering cashback and discounts to customers
2. Manage Product Services: Add your SaaS products and services
3. Handle Customer Requests: Process incentive requests from customers
4. Monitor Analytics: Track performance and earnings through your dashboard
5. Manage Invoices: Handle billing and payment processing

8. Common Issues and Solutions

Registration Problems

• Username Already Taken: Try a different username with numbers or underscores (traditional registration only)
• Email Already Registered: Use a different email or try logging in instead
• Password Too Weak: Ensure your password meets the minimum requirements (traditional registration only)
• Google Authentication Failed: Check your internet connection and try again, or use traditional registration

Verification Issues

• Code Not Working: Request a new verification code (traditional registration only)
• Email Not Received: Check spam folder and verify email address spelling (traditional registration only)
• Code Expired: Request a fresh verification code (traditional registration only)
• Google Account Issues: Ensure you're using the correct Google account and have granted necessary permissions

Profile Setup Issues

• Image Upload Failed: Ensure file is under 5MB and in supported format
• Phone Number Invalid: Use numbers only, no spaces or special characters
• Required Fields Missing: All fields except avatar are mandatory
• Google Profile Import Issues: Check your Google account settings and ensure profile information is public

9. Authentication Method Comparison

Feature	Traditional Registration	Google Authentication
Setup Speed	Slower (requires email verification)	Faster (automatic verification)
Password Management	Manual password creation and management	No password needed
Profile Import	Manual entry required	Automatic import from Google
Security	Password-based security	Google's advanced security
Email Verification	Required	Automatic
Account Recovery	Password reset process	Google account recovery

10. Support and Resources

If you encounter any issues during setup:

• Review this guide for step-by-step instructions
• Check the FAQ section for common questions
• Contact support through the help system
• Consult the business dashboard for additional guidance

🎯 Success Tip: Google authentication is recommended for the fastest and most secure setup experience. Complete all setup steps thoroughly to ensure smooth operation of your business account and access to all platform features.