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Activate Company Mode

Manage company mode

The Company Mode is designed for real estate professionals who are looking for a comprehensive solution for the management of their assets.

With this functionality, you will be able to create and manage companies, developments and a wide variety of properties, such as homes, garages, storage rooms and other assets, all from a centralized and efficient platform.

1. Login

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  • Access to IdealTwin using your credentials.

  • If you do not have an account, register before proceeding.

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2. Access the user profile

  • Click on the user icon located in the upper right corner of the page.

  • In the drop-down menu, select the option "User profile".

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3. Activate Company Mode

  • In the profile section, click on "Activate Company Mode"..

  • You will be redirected to the form Create Company.

4. Complete the company creation form

Fill in the following fields with the required information:

  1. General company data:

    • Company name: Enter the trade name.

    • TAX ID: Provide the tax identification number.

    • Company registration number: If applicable, enter the official registration number.

    • Country: Select the country where the company is registered.

  2. Company Description:

    • Add a brief description of the company to be visible on the platform.

  3. Website and branding:

    • URL of the web page: Enter the company's website address.

    • Corporate colors: Select the representative colors of the brand.

    • Logo: Upload the logo in two versions:

      • Of course: For dark backgrounds.

      • Dark: For light backgrounds.

Important note:

The information provided when registering your company in IdealTwin will be used as follows:

  1. Public web page (additional service): If you contract the additional website service, the stored data, such as company name, description, and corporate colors, will be publicly displayed on your customized website.

  2. Internal use:

    • The logos that you upload will be used as company avatar in the internal system.

    • They will also appear in documents generated by the platform, such as budgets y invoicesensuring a professional and personalized representation of your brand.

Be sure to provide up-to-date and accurate information and logos to ensure an optimal experience aligned with your company's image.

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After creating the company, additional tabs will be enabled in the system, which allow for complete and customized management. These include:

  1. Add files:

    • Upload and organize relevant documents, such as contracts, blueprints or promotional material.

  2. Manage users:

    • Manages the users associated with the company.

    • Assign roles and define permissions according to the needs of each project or promotion.

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