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Tiers

This module helps manage all your partners in LABY. The tier contains several pieces of information like:

Rights

The different kinds of roles that a user can have on this module are presented here:

Role

Definition

Tier Admin

Able to do any action in the tier module

Tier creator

May create a tier. Moreover, he has the same right as a default user

Default user

We are talking about every other user who don’t have specific right on tier module. They would be able to browse and read only.

Creation

In order to create a tier, all that you need to do is to follow the process below, starting by selecting the tiers module:

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View of the entities section, with the tiers module highlighted.


Click to add a new tier.

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View of the tiers window, with the button to add tiers highlighted.


Fill with the mandatory informations, who have an asterisc. Then click on the create button.

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View of the screen that appears after clicking to add a tier, with the mandatory inputs highlighted.


General information

When double clicking/opening a tier from your list, this is the window that appears. It contains the following tabs: home, tags, contacts, accounting, documents and settings.

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View of the tier detailed window, with the home page displayed.


Note

Here you are also able to:

  • Change the default tier image.

  • Take the auto-generated QR code.

  • Copy the tier id%.

  • See the list of partnership in Laby you are authorized to see (depending on your rights).

Tags

As can be seing on other modules, the tiers have also a tags page. Here you can define tags on each tier that can speed up your search process in the future.

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View of the tags page, where is possible to see some tags attributed to this tier.


Contacts

In this tab, you can add contacts from the company you registered in Laby.

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View of the tags page, where is possible to see some tags attributed to this tier.



Note

The contact (Firstname + LastName) is unique per tier.

Accounting

Here you have the banking details that, in several cases, is important to have stored.

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View of the accounting page, where is possible to store banking data from a tier.


The table below displays all the data that can be added in Laby:

Accounting information

RTC eligibility

SIRET

SIREN

Currency

RCS

RCS City

DUNS

European VAT

IBAN

Documents

You are able to link one or multiple documents to a tier inside this page.

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View of the documents tab, where is possible to add relevant papers.


Here are some functionalities available on this tab:

  • Drag and drop.

  • Multiple document upload.

  • Live editing.

  • Rename.

  • Duplicate.

  • Download.

  • Delete.

Settings

Lastly, you can delete, activate, or deactivate a tier if the conditions are respected.

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View of the settings tab inside a tier.