Manage Your CloudSpace in Batoi

Back to Help Articles
This article explains how you can create and manage a CloudSpace in Batoi..

Go to 'My CloudSpaces' from the dropdown menu after logging in to your Batoi account as shown in Figure 1.

Figure 1
Figure 1

To create a CloudSpace, click on the 'Add' button as shown in Figure 2.

Figure 2
Figure 2

Add the 'Name of the Organization or Team', 'Handle of New CloudSpace' and 'Validate the Name of your CloudSpace handle' as shown in Figure 3. Each step shown in Figure 3 is explained in the below table.

Figure 3
Figure 3

Sl. No. Name Type Description
1 Name of the Organization or Team Required Enter the name of your organization or team
2 Handle of New CloudSpace Required Enter your Cloudspace handle name. It is the name with which you register yourself or your organization on the Batoi platform. It is unique to your account, and appears in your profile URL.

Once you validate the name of the Handle, click on the 'Next button as shown in Figure 4.

Figure 4
Figure 4

Fill in all the required fields and click on the 'Next' button as shown in Figure 5. Each step shown in Figure 5 is explained in the below table.

Figure 5
Figure 5

Sl. No. Name Type Description
1 Upload a Logo Optional Upload a logo with height less than 120 px
2 Icon Optional Upload an icon with dimensions 128*128 px
3 Address Optional Enter your full address
4 Zipcode/Pincode Optional Enter your zipcode/pincode
5 Country Optional Select the country in which your organization is located
6 State Optional Select the state in which your organization is located
7 City Optional Select the city in which your organization is located

Fill in all the required fields and click on the 'Save' button to save your details. Each step shown in Figure 6 is explained in the below table.

Figure 6
Figure 6

Sl. No. Name Type Description
1 Fiscal Term Required Based on your business needs, select the start of the fiscal year. You may select January to December or April to March
2 Currency Required Select the currency in which your organization deals with from the dropdown menu
3 Select Tax Level Optional Select whether the tax is applicable to a product or an order
4 Tax Name Optional Enter the tax name associated with your organization
5 Tax Number Optional Enter the tax number associated with your organization
6 Tax Value (%) Optional Enter the tax value of your organization
7 + Add More Optional Click to add one more row to enter additional tax details

You can now view the CloudSpace in 'My CloudSpaces' as shown in Figure 7.

Figure 7
Figure 7

Edit the Details a CloudSpace

Choose the CloudSpace whose details you would like to edit from 'My CloudSpaces' as shown in Figure 8.

Figure 8
Figure 8

Click on the 'Settings icon from the view page of the CloudSpace as shown in Figure 9

Figure 9
Figure 9

To edit the name of your CloudSpace handle, click on the 'Handle' card as shown in Figure 10.

Figure 10
Figure 10

Edit the name of your CloudSpace and Validate. Once validated, click on the 'Save' button as shown in Figure 11.

Figure 11
Figure 11

To edit the name and logo of your organization, click on the Name and Logo card from the Settings page as shown in Figure 12.

Figure 12
Figure 12

Edit the requisite details and click on the 'Save' button as shown in Figure 13.

Figure 13
Figure 13

To edit the statutory information associated with your CloudSpace, click on the Statutory card from the Settings page as shown in Figure 14.

Figure 14
Figure 14

Edit the requisite details and click on the 'Save' button as shown in Figure 15.

Figure 15
Figure 15

Manage CloudSpace Dashboard

Click on a CloudSpace in 'My CloudSpaces' as shown in Figure 16.

Figure 16
Figure 16

You can view and manage different functions within your CloudSpace. Each function shown in Figure 17 is explained in the below table.

Figure 17
Figure 17

Sl. No. Name Description
1 Active Opportunity View the count of active opportunities within your CloudSpace. Click on the card to view the list of active opportunities or add one.
2 Open Sales View the count of open sales within your CloudSpace. Click on the card to view the list of open sales or add one.
3 Open Projects View the count of open projects within your CloudSpace. Click on the card to view the list of open projects or add one.
4 Pending Sales Invoices View the count of pending sales invoices. Click on the card to view the list of pending sales invoices.
5 Upcoming Schedules View the details of an upcoming schedule for projects within your CloudSpace. Click on the title of the schedule to view/edit the schedule. Click on 'All' link to view the details of all upcoming schedules in a calendar.
6 Open Tickets View the count of open tickets for projects within your CloudSpace. Click on the title of the ticket, to view the ticket and add logs to it. Click on ‘All’ link to view the list of all open tickets.
7 Category wise Projects View the number of projects based on category.
8 Delay in Projects up to last 6 months View the number of projects in the last six months that have been delayed.
9 Category wise Opportunity View the number of opportunities based on category.
10 Delay in Opportunity up to last 6 months View the number of opportunities in the last six months that have been delayed.
11 Status wise Sales View the number of sales based on their status.
12 Time taken for issues in last 6 months View the time spent for resolving issues related to projects within your CloudSpace in the last six months.
13 Delay in assignments up to last 6 months View the number of assignments in the last six months that have been delayed.

Back to Help Articles