Admin Section

Overview

To access admin section:

- Go to Home page of the app.

- Click on the overflow menu given at the top-right corner of the mobile app.

- You fill find the list of various admin functionalities here.

Open

Customers Dashboard

Access Customers Dashboard:

- Go to the Home page of the app.

- From the overflow menu provided at the top right corner of the mobile app, choose customers. (Please refer first screenshot)

A new page will appear with list of all customers in the following sequence: Client Information – Client Status.

In front of the client information, you can see the status of the client, whether Active or Inactive. Please see the below screenshot.

Open

By clicking on the arrow provided in front of date (highlighted in above screenshot) , you can see the count of Active Services, Active Domains and Status of Services.

View Client Summary

- Click on the client name to open it.

This will open a new section (Client Summary) with details of the client - Client ID, Client Balance, Name, Company Name, Username, Email ID, Mobile Number, Address, City, State, Country, KYC Status.

The admin can further perform various functions which are listed in the overflow menu on the top right corner of the client summary screen – View and Update client Profile, Domains, Product/Service, Invoices, Orders, Receipt, Ledger, Ticket and Create ticket.

To view in detail about each function, click here.

Reset Client Password

- Click on Reset Client Password on the client summary page.

- This will send a temporary password on the client's registered email ID. The customer can then login using this password and later change it.

Delete a Client

The admin can delete a customer who have no service, domain, invoice, ticket, or order.

Edit Client Details

- On the customer dashboard, you will find the option to edit in front of the client that you want edit.

- Click on the edit icon.

- This will open a new page with client details in editable form.

- The admin can edit details like - Username, Email ID, First Name, Last Name, Password, Mobile Number, Landline Number, Company Name, and Client Status.

- Client on Update once you are done.

Filter and Reset Customers

To Filter customers:

- From the customers dashboard, click on Filter button.

- A filter form will open. You can filter the client data based on - Client ID, Username, Email ID, First Name, Last Name, Mobile Number, Company, and various other parameters.

- Click on Apply filter.

To reset customers:

- Click on the reset button on the customers dashboard.

Domains Dashboard

Access Domains Dashboard:

- From the overflow menu on the homepage of the app click on Domains. (Please refer the first screenshot.)

This will open a new page with list of all the domains in the following sequence – Domain Information – Amount.

In front of every domain name, you will see the status of the domain whether Active or Inactive. You can also see the billing cycle and due date of the domain. (highlighted in the below screenshot)

On clicking on the arrow in front of the due date, you will find further information related to the domain like the Client Information. Registered On, Invoice, Base Amount, Renewal Base Amount and Renewal Amount. (Please refer above screenshot)

Domain Detail

- To view the details of a domain, click on the domain name.

Here you will find the complete service detail – service name, registration date, next due date, first payment amount, renewal amount, status and billing cycle. You can change the billing cycle of the domain and click on update.

Service Details

- Click on the service details tab on the domain details page.

Here, you will find the name of the domain registrar, and information related to the nameservers.

You can also find three register commands on this section – Domain Registration, Domain Renewal and Domain Transfer. The admin can transfer, renew or register domains from here.

Filter and Reset domains

Filter domains

- From the domains dashboard, click on Filter button.

- A filter form will open. You can filter the client data based on - Client ID, Client Username, Client Email, Client Name, Client Status, Domain, and various other parameters.

- Click on Apply filter.

Reset domains

- Click on the reset button on the domains dashboard.

Product/Services Dashboard

Access Product/Services:

- From the overflow menu on the homepage of the app click on Product/Services. (Please refer the first screenshot).

This will open a new page with the list of all products and services in the following sequence – Service Details – Amount.

In front of every service or product, you will find its status, whether it is Active or Inactive. (highlighted in the below screenshot) along with the billing cycle.

By clicking on the arrow in front of the due date, you will find further details like – Client Information, Registered On, Invoice, Base Amount, Renewal Base Amount, Renewal Amount. (Please refer the above screenshot)

View Product/Service Detail

- Click on the product or service.

Under the service details, you will find details like - service name, server, hostname, billing start date, billing end date, status, first payment amount, renewal amount, addon amount, renewal + addon amount and billing cycle. You can change the billing cycle of the service and click on update.

Filter and Reset Product/Services

To filter Product/Services:

- From the Product/Services dashboard, click on Filter button.

- A filter form will open. You can filter the Product/services data based on - Client ID, Client Username, Client Email, Client Name, Domain, and various other parameters.

- Click on Apply filter.

To reset Product/Services:

- Click on the reset button on the Product/services dashboard.

Orders Dashboard

Access Orders:

- From the overflow menu on the homepage of the app click on Orders. (Please refer the first screenshot)

This will open a new page with list of all orders in the following sequence – Order Information – Amount.

In front of every order number, you will find the status of the order – complete, pending or in-progress. (highlighted in the below screenshot)

You can also see the due date here. Click on the arrow in front of the due date to expand it. You will further find details like – Client Info, Date, Receipt, PG Tran ID, Base Amount, Payment Status and Verify.

View Order details

- Click on the order number to open it.

This will open the order details page, with total amount of order displayed on top.

Under the Order Details tab, you will find details like Order Number, Order Date & Time, Due Date, Order Status and Order Amount.

Client Information

- Click on the client information tab to open it.

Here, you will find details like the client name, email ID, company name, phone number and balance.

You will find the complete information of the order in the shopping cart detail along with total, and sub-total with taxes. Click on Verify to verify the order. Ypu can also Approve, Save or Cancel orders from here.

Filter and Reset Orders

To filter Orders:

- From the Orders dashboard, click on Filter button.

- A filter form will open. You can filter the client data based on - Client ID, Order Number, Order Date From, Order Date to, and various other parameters.

- Click on Apply filter.

To reset Orders:

- Click on the reset button on the Orders dashboard.

Create Order

- From the overflow menu on the homepage of the app click on Create Order. (Please refer the first screenshot)

- This will take you to the marketplace.

- Select the product that you want to order.

- For Ex: If you want to order Shared Web Hosting Plans, select it from the product drop-down. Select a particular plan from the available options - Starter, Standard and Professional. Click on Order Now. Purchase a new domain or use a domain you use through another registrar. Below you will find the order summary. Click on Add to Cart. Next, the app will prompt you to enter the client Info if he is an existing client. If its for a new client then you have to sign-up on the marketplace.

- Once you save the order it will start reflecting in the Orders list of that particular client.

Invoices Dashboard

Access Invoices

- From the overflow menu on the homepage of the app click on Invoices. (Please refer to the first screenshot)

This will open a new page with details of all the invoices in the following sequence – Invoice Information and Amount.

In front of the invoice number you can find the status of the invoice – Paid, Unpaid or Cancelled.

You can also find the due date of the invoice. Click on the arrow in front of the date tab to expand it. This will contain information about - client, date, paid date, base amount, tax amount, invoice amount, payment mode and created by.

Invoice Detail

- Click on the Invoice Number to open it.

Here, you can find the total amount of the invoice displayed on the top. Below that you will find the date on which it was paid, invoice number, invoice date and due date.

Click on the Details of Receiver Tab to open It. Here, you will find the details like Name of the receiver, Company name, Address, City, State, Zip code and Country.

You can further see the description of goods followed by the total, sub total and taxes applied in the invoice.

Click on the Download PDF button to download the pdf of the invoice.

Filter and Reset Invoices

To filter Invoices:

- From the Invoices dashboard, click on Filter button.

- A filter form will open. You can filter the Invoice data based on - Client ID, Username, Email ID, First Name, Invoice Number, Invoice Description, and various other parameters.

- Click on Apply filter.

To reset Invoices:

- Click on the reset button on the Invoices dashboard.

Receipts Dashboard

View Receipts

- From the overflow menu on the homepage of the app click on Receipts. (Please refer to first screenshot)

This will open a new page with list of all receipts in the following sequence – Receipt Information and Amount.

You will also find the due date below all receipts. Click on the arrow in front of the date tab to expand it. You can find details like Client Info, PG Transaction ID, Base Amount and PG Fee.

Filter and Reset Receipts

To filter Receipts

- From the Receipts dashboard, click on Filter button.

- A filter form will open. You can filter the receipt data based on - Client ID, Receipt Number, Receipt Date From, Receipt Date To, and various other parameters.

- Click on Apply filter.

To reset Receipts

- Click on the reset button on the Receipts dashboard.

Tickets Dashboard

- From the overflow menu on the homepage of the app click on Tickets. (Please refer to first screenshot)

This will open a new page with ticket overview on the top - Total tickets, Open tickets, customer Replied tickets and In Process-tickets.

The tickets has been listed in the following sequence - Tickets Details - Department

In front of every ticket, you will find the status - whether open, customer reply, closed answered, resolved or in-process along with date.

On clicking on the arrow in front of the date, you will be able to see further details like - Submitted By, service/client type, Assigned to and last reply.

Ticket Details

- Click on a Ticket number to open it.

This will open the ticket details section, the admin can view details like ticket number, subject, ticket type, root cause.

Here, the admin can do the following:

View Chat

The admin can see the chat conversation with client by clicking on the view chat option available on the upper right corner of the screen. Here, he will also find the option to Start Chat. On clicking it, it will take him to the post reply section. The admin can also edit and delete replies from here.

Post Reply

To post a reply on a ticket:

- Click on Post Reply tab.

- Here, fields like message box, cc and bcc are disabled.

- To edit a reply the admin will have to click on 'Click here to edit reply form'.

- This will open a reply form window. Edit the message body and add any email in cc or bcc, if available.

- After making necessary changes click on ‘Save & Proceed to reply’ button.

- Attach files, if any. The admin can add multiple attachments using the + icon.

- Select the ticket status from the drop-down.

- Click on Post Reply.

Post Note

To add a note:

- Click on Post Note tab on the Ticket Details section.

- Click on ‘click here to add a note’ button.

- Write your message and save.

Show Services

Through this section, the admin can view all the services taken by the client. On clicking on any product/service or domain, all details of the service will be displayed.

Task Change Management

From here, the admin can view any request action/intervention from higher authority in absence of proper rights/permissions necessary for issue resolution.

Filter and Reset Tickets

To filter Tickets

- From the Tickets dashboard, click on Filter button.

- A filter form will open. You can filter the receipt data based on - Client ID, Email ID, Username, Ticket Number, Ticket Subject and many other parameters.

- Click on Apply filter.

To reset Tickets

- Click on the reset button on the Tickets dashboard.

Create Ticket

The admin can create a new ticket by selecting Create New Ticket from the overflow menu icon on the top right of the homepage of the app. (Please see first screenshot)

- Select the Venture.

- Select the Ticket Type.

- Enter the Client ID/username.

- Select the department

- Define the Ticket subject.

- Add any other email ID if any.

- Select the service for which you are creating the ticket.

- Select the priority of the ticket.

- Define the message.

- Attach files, screenshots or images, if any. Add multiple attachments using the + icon provided.

- Click on Save.