A user is a person who utilizes a computer or network service
This section is used to manage all the users and agents who are allowed to access the system
You can go on this option by clicking on Configuration → User
Below displayed window will appear
There are two type of users you can create and they can manage the system
System User
Carrier User
System User
System User is the user who is allowed to manage the system and create number of Carrier user on the system
Screenshot: System User
Column Name | Description |
User Name | The username which is used to login the system |
User Type | The type of user |
Role Name | The role of the user |
Last Login Time | The last time when the user login to the system |
Last Seen | The last time when the user is seen |
Action | The action performed on the system user |
We will see buttons used on the window with description
Button | Description |
This button is used to activate/deactivate the system user | |
This button is used to reset the password for the system user | |
This button is used to edit the system user | |
This button is used to send password reset link | |
This button is used to delete the system user | |
This button is used to select the field which the search function will query on | |
This button is used to set the total of records per a page | |
This button is used to select the column which will be shown/hidden | |
This button is used to go to next, previous page It is also used to go to the specific page by clicking on the number of page |
Carrier User
Carrier User is the user who can login the system and allowed to manage particular actions
Screenshot: Carrier User
Column Name | Description |
User Name | The username which is used to login the system |
Carrier Name | The name of the carrier who is allotted access |
User Type | The type of user |
Last Login Time | The last time when the user login to the system |
Created On | The date of the account creation |
Action | The action performed on the system user |
We will see buttons used on the window with description
Button | Description |
This button is used to activate/deactivate the system user | |
This button is used to edit the system user | |
This button is used to delete the system user | |
This button is used to select the field which the search function will query on | |
This button is used to set the total of records per a page | |
This button is used to select the column which will be shown/hidden | |
This button is used to go to next, previous page It is also used to go to the specific page by clicking on the number of page | |
This button is used to create a new carrier | |
This button is used to delete all the carrier users | |
This button is used to activate all the carrier users | |
This button is used to deactivate all the carrier users |
How to create a new Carrier User
To create a new carrier user, click on Create New button,
Below displayed window will appear,
Screenshot: Create carrier user
Field Name | Description |
Username | The username is used to login to the system |
Password | The password is used to login to the system |
Confirm Password | The password confirmation |
Full Name | The full name of the user |
Last Name | The last name of user |
The email of the user | |
Carrier | Select the carrier whom to assign for carrier user |
Active Checkbox | Checkbox to activate or deactivate the carrier user |
Permissions | In this sections you can permit the user by filling the checkbox which section a user can access for example Management, Billing & Reports |
Filling in all required field then click on the Submit button to save
Online User
This tab displays the users who are online whether they are system user or carrier user,
By clicking on the online user tab you can see the list of user who are online.
Screenshot: Online User
Admin can Deactivate, Edit or Reset Password for each user on this tab in Action column
Non Active User
This tab displays the users who are not logged in the system or their account has been deactivated
By clicking on the non-active user tab you can see the list of user who are not active or deactivated
Screenshot: Non Active User
Admin can Activate, Edit, Reset Password or Delete for each user on this tab in Action column
Agent List
This tab is used to manage the list of agents on the system
Screenshot: Agent List
Field Name | Description |
Agent Name | Name of the agent |
Email of the agent | |
Commission | Commission of agent It counted depends on the Method Type |
Method | Type of method ie By Profit or By Revenue |
Frequency | Schedule to send commission for agent |
Update On | The last date/time when the agent is updated |
Update By | The last person who update the agent |
Action | To make action on the user like activate, delete etc |
We will see buttons used on the window with description
Button | Description |
This button is used to activate/deactivate the agent | |
This button is used to edit the agent | |
This button is used to manage all the clients who assigned for this agent Click on this button, admin will be redirected to the agent assignment tab | |
This button is used to delete the agent | |
This button is used to input the keyword to query | |
This button is used to set the total of records per a page | |
This button is used to select the column which will be shown/hidden | |
This button is used to go to next, previous page It is also used to go to the specific page by clicking on the number of page |