Managing Businesses & Contacts

Adding a New Business & Contact Profile

Head Office > Business > Add a business

1. Navigate to your business management section in Head Office.
2. Click Add New Business.
3. Enter the corporate entity details, including legal business name, address, and primary contact information.
4. Add individual Contacts under the business profile (e.g. HR Managers, Occupational Health Leads, or Site Administrators).

You can add, edit, or delete contacts within a business profile at any time as staffing changes within their organisation.

Inviting Clients to the Business Portal

Each contact can be granted access to their own self-service portal, allowing them to monitor clinic bookings, track voucher redemptions, and view order histories.

Note: Inviting a business to the portal is optional. You can generate vouchers on their behalf without them needing to login.

To sign them up:

1. Navigate to Business & Contacts > Select the business and click Manage > Contacts.
2. Next to the Contact, click Edit.
3. Scroll to the bottom, check 'I want to email this contact a business portal invite'
4. Click Update
5. The contact will receive an automated onboarding email containing a secure registration link.
6. The client clicks the link, sets their account password, and completes their registration.

Once registered, corporate clients can log in directly to their dedicated dashboard at: deltera.cloud/business

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