PerksPe Settings

Manage your personal profile, organization details, team roles, and communication templates in one centralized hub.

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1. Profile Information

The Profile tab allows you to manage your personal account details and security settings.

Action	Description
View Profile	See your Name, Email, and Phone Number.
Security Actions	Manage account security and access sessions.
Reset Password	Change your login credentials (see Password Reset).

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2. Company Details

Update your organization's legal identity and branding. You can also change the company logo from this section.

Branding

• Company Profile Picture: Click the camera icon or the Change button on the logo to upload a new company image.
• Delete Logo: Use the trash icon to remove the current logo.

Legal & Status

Field	Description
Company Name	Official registered name of your company.
Legal IDs	Displays your CIN Number, PAN Number, and GST Number.
Address	The registered office address.
Onboarding Status	Shows if the organization setup is completed.

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3. Billing

Manage your organization's financial and tax information for PerksPe services.

Field	Description
Billing Email	Where invoices and receipts are sent.
Tax ID	Your organization's tax identifier.
Billing Address	Official address for invoicing.
Next Billing Date	When your next subscription payment is due.

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4. Team Management

View and manage team members who have portal access.

Member List Details:

• Name & Email: Contact information for each member.
• Portal Access: Indicates if the user can log into the web portal.
• Status: Shows if the member is Active or Inactive.

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5. Roles & Permissions

Define access levels by creating and managing roles.

Default Roles

PerksPe comes with three pre-defined roles:

Role	Typical Use
Admin	Full system access and configuration.
Manager	View team activity and approve/reject expenses.
Employee	View and redeem personal perks.

Creating Custom Roles

1. Click the Create Role button.
2. Enter a Role Name and Description.
3. Select specific Permissions from the dropdown list.
4. Click Save.

Permissions Reference

Permissions are grouped to give you granular control:

Category	Permissions
Users	Create, View, Update, Delete, List Users.
Expenses	Create, View, Update, Delete, Approve/Reject, Comments, Attachments.
Perks	Create, View, Update, Delete, Assign to Users.
System	View Dashboards (Finance/HR), Analytics, Reports, Update Profile.
Roles	Create, View, Update, Delete, Assign Roles.

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6. Email Templates

Customize automated email notifications sent to employees.

Common Templates

• Perk Approved: Sent when a perk is granted.
• Perk Claimed: Confirmation after redemption.
• Milestones: Birthday, Work Anniversary, and Wedding Anniversary perks.

Managing Templates

• View: Click the eye icon to see a template.
• New Template: Click the + Create icon.
• Edit: Use the Edit Template option in the editor.

using Variables

You can insert dynamic content (like user names or perk details) using variables.

How to use: Type {{ in the editor to open the variable suggestion dropdown. Select the variable you want to insert.

tip

Use the Preview panel to see how the email will look with sample data before saving.

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7. Expense Custom Fields

Manage and define specific properties to capture custom transaction details for your organization (e.g., quantities, projects, specific reviewers).

Key Features & Limits

• Ad-hoc Expense Properties: Extend the default expense submission forms by creating custom organization-wide fields.
• Maximum Count: Your organization can define a maximum of 5 custom fields at any time.

Available Field Types

When creating a custom field, you can choose from the following data types:

Field Type	Typical Use Case	Input Control
Text	Names, projects, client notes, reviewer name	Single-line alphanumeric text box
Date	Specific transaction date, event date	Date selector calendar popup
Boolean	Billable status, client present yes/no	Checkbox or Toggle control
Number	Quantities, bill counts, unit volumes	Numerical input selector

Adding a Custom Field

1. Navigate to Settings -> Expense Custom Fields and click + Add Field.
2. A popup modal will appear:
   • Name: Enter the custom field name (e.g. project_reviewer).
   • Type: Select from the dropdown (Text, Date, Boolean, or Number).
3. Click the save option to create the field.

Editing & Deleting Fields

• Edit Field: Click the blue Edit (pencil) icon on any custom field row to update its settings.
• Delete Field: Click the red Delete (trash) icon on any custom field row to remove it from the organization.

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8. Password Reset

Follow these steps to update your login credentials.

Step 1: Initiate Reset

Click the Reset Password button in the top-right of the Profile section.

Step 2: Enter Details

A popup will appear with your email pre-filled. Enter your:

1. Current Password
2. New Password
3. Confirm New Password

Password Requirements

To keep your account secure, your new password must have:

• ✅ At least 8 characters
• ✅ Upper & lowercase letters
• ✅ At least one number
• ✅ At least one special character

important

New Password cannot be the same as your Old Password.

Step 3: Update

Click Update Password. A confirmation "Password updated successfully!" will appear upon success.