Profiles

In Ottu's Real Estate Plugin, Profiles are customizable entities that merchants can create to organize and manage various aspects of their rental property business. Each profile includes essential information such as the profile's name, profile's signature, phone number, email address, and profile picture. This information will be used when sending payment links or other invoicing communications upon generating the invoices.

These profiles serve as dedicated configurations for different functions within the property management process.

Use Case:

• Organizing Rental Management:

  • Reporting Purposes: When adding a new property, merchants can select a specific profile to generate and organize reports. The profile can be defined here. This allows for streamlined and categorized reporting based on different business segments or property types.

• Managing Invoicing:

  • Separate Invoicing Profiles: Merchants have the flexibility to choose either the same profile used for reporting or a different one for managing invoicing. Profile's information will be used when sending payment links or other invoicing communications upon generating the invoices.

Adding New Profile

Access the Profiles, then click on the +ADD NEW PROFILE button. This initiates the process of adding a new profile, where merchants be prompted to fill in the necessary below details:

New Profile Form:

• Profile Name (EN):

  Provide the name in English.

• Profile Name (AR):

  Provide the name in Arabic.

• Phone Number:

  Provide the phone number belonging to this profile.

• Email Address:

  Provide the email address associated with this profile.

• Upload Profile Picture:

  Add a profile picture for this profile.

• Upload Signature:

  Attach a signature for this profile.

  

After entering all necessary details, merchants can conveniently save the form. The new profile will then be seamlessly added to the Profile List, as illustrated in the accompanying figure.