Column Name | Description |
---|---|
User Name | The username which used to login to the system. |
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. |
In this part, we only focus on some columns above. The other columns will be described in the next part.
Button | Description |
---|---|
Is used to activate/deactivate the system user. | |
Is used to reset the password for the system user. | |
Is used to edit the system user. | |
Is used to delete the system user. | |
Is used to download the list of system users by two types of file: CSV and XLS. | |
Is used to refresh to get latest the list of system user. | |
Is used to select the field which the search function will query on. | |
Is used to input the keyword to query. | |
Is used to set the total of records per a page. | |
Is used to select the column which will be shown/hidden. | |
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. | |
Is used to delete all the system users. | |
Is used to activate all the system users. | |
Is used to deactivate all the system users. |
Adding System User
Click on the Create New button, it will redirect the admin to other window and allow the user to add the new System User.
Screenshot: Adding System 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. |
First Name | The first name of the user. |
Last Name | The last name of the user. |
The email of the user. | |
Role | Select the role of the user. The role is configured in Configuration → Role. Refer Role page for further information. |
Landing Page | Set the page which user will see after logging in. |
User Role Setting | Set the role for the user: Enable Reporting Grouping: Enable report grouping function. Enable Outbound Report: Enable to see outbound report. Allow Termination Tab: Allows to access to the Termination tab. Active: Set status for this user. Allowed ips: Only IPs in this list can access the system. User can't login to the system with the IP don't belong to this list. Leaving this field blank if allow all IPs to access. Enable All Carrier Access: Select the list of carriers that user can control. |
Filling in all required field then click on the Submit button to save.
Click on Carrier Users tab, the list of users will be displayed as below:
Screenshot: Carrier Users
All the buttons, fields and columns are described on the System Users tab. Please refer for further information.
Adding Carrire Users
To add new Carrier Users, from Carrier Users window, click on the Create New button:
Screenshot: Adding 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. |
The email of the user. | |
Carrier | Select the carrier who assiged for this user |
Status | Status of the user. Checked is activate and Unchecked is deactivate. |
Permission | Set the page which user can access. |
Filling in all required field then click on the Submit button to save.
This tab is manage all the users is online. This user maybe system users, carrier users or the agent.
Click on Online Users tab, the list will be displayed as below:
Screenshot: Online Users
On this tab, admin can delete, activate/deactivate or reset password for each user.
This tab is used to manage all the users who has status is deactivated and hasn't logged to system yet.
Screenshot: Non-Activate Users
On this tab, admin can delete, activate/deactivate or reset password for each user.
This tab is used to manage all agents in system. Click on Agent tab, the main window will be displayed as below:
Screenshot: Agent List
Field Name | Description |
---|---|
Agent Name | Name of the agent. |
Referral Key | Click on this column, it will be redirected to sign up page. |
Update On | The last date/time when the agent is updated. |
Update By | The last person who update the agent. |
Action | The action performed on the agent record. |
In this part, we only focus on some columns above. The other columns will be described in the next part.
Button | Description |
---|---|
Is used to activate/deactivate the agent. | |
Is used to edit the agent. | |
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. | |
Is used to delete the agent. | |
Is used to show/hide the query form. | |
Is used to download the list of agents by two types of file: CSV and XLS. | |
Is used to refresh to get latest the list of agents. | |
Is used to input the keyword to query. | |
Is used to set the total of records per a page. | |
Is used to select the column which will be shown/hidden. | |
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. |
To add new Agent, click the Create New button, the main window will be displayed as below:
Screenshot: Adding new Agent
Field Name | Description |
---|---|
Agent Name | The name of the agent. |
Status | The status of the agent. True for activate and False for deactivate. |
The email of agent. | |
Method Type | There are two types to count the commission for agent. By Profit: Profit is the amount that your business earns after subtracting its expenses from its gross revenue. By Revenue: The revenue is the money a company receives during a particular financial period. |
Commission | Commission of agent. It counted depened on the Method Type. |
Frequency Type | The schedule to count and send commission for agent: Daily, Weekly and Monthly. |
Login Username | Username is used to login. |
User Password | Password is used to login. |
Portal Edit Permission | Enable permission to edit record on agent portal. |
Filling in all required field then click on the Submit button to save.
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