Step-by-Step Society Portal Setup

1. Register Society and Admin

Login as SuperAdmin and register a new tenant from Register Tenant.

• Create tenant code (example: EVNRWA)
• Create first Admin user
• Select subscription plan

2. Configure Society Administration

Login with tenant Admin account and open Administration.

• Set society name, contact details, address
• Set collection frequencies (residential/business)
• Set member/payment categories and amount rules
• Set number formats: receipt, reference, payment bill, expense bill, voucher, sticker, member

3. Upload Branding and Letterhead

• Upload society logo (PNG/JPG/JPEG/WEBP)
• Configure letterhead title, address, phone, email
• Generate sample receipt/voucher PDF and verify branding

4. Configure Staff Access

• Create staff users
• Assign module-level access (Members, Payments, Vendors, etc.)
• Test with a staff login to confirm restrictions

5. Setup Society Public Website

• Open Website Setup and enable the public one-page site
• Set hero/about/SEO content and committee members
• Open site using: /TENANTCODE (example: /EVNRWA)

6. Razorpay Digital Payment Setup (When Ready)

• In API config, set Razorpay:Enabled = true
• Set Razorpay:KeyId and Razorpay:KeySecret
• Restart API service
• Use gateway endpoints for order create/verify

"Razorpay": {
  "Enabled": true,
  "KeyId": "rzp_live_or_test_key",
  "KeySecret": "your_secret",
  "BaseUrl": "https://api.razorpay.com"
}