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ABLY SOFT PVT LTD. Knowledge

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Growcer 2

    Overview

    Users

    This section is entitled to managing requests received from users to be registered as sellers, buyers and delivery staff on the website. View the information listed, make necessary edits, restrict registration, approve or reject requests, delete users and so on.

    1. Users

    The Users list is accessible to an admin user. The populated field data is listed in tabular format with some of the editing rights:

    • S.no: Unique to each user type for easy classification.
    • User: Showcase name, username, registered email address, phone number with user ID.
    • User Type: Details about the type of user based on their roles.
    • Reg. Date: Registration date along with the time stamp can be viewed.
    • Status: The currently owned status of users can be seen. When set to Green it shows Active status. With the help of toggle button  set the statues.
    • Verified: Users who have their emails verified are listed as Yes or No.

    Additionally, a Search bar is provided at the top of the column list to make information accessible. Data in the list can be sorted by applying the following filters:

    • Name or Email: Sort list by name or email addresses of registered users.
    • Active Users: Sort list by their current status, such as active or inactive.
    • Email Verified: Classify users as per their email verification status.
    • User Type: List users as per their types from the consolidated dropdown list.
    • Reg. Date From & To: Sort users registration data date wise.

    I. Action Buttons

    There are a couple of extra options and functionalities that are provided. The last column Action allows you to access the following lists, make edits/add information and save changes.

    1. Edit: This takes you to the User Setupform where some of the fields can be edited:
      1. General: The following fields are shown and information can be added or edited whenever required:
        • Username: Display username entered by the user at the time of registration.
          Note: No edits can be made in this field.
        • Customer Name*: Name used at the time of registration is displayed, you can make edits.
        • Date of Birth: Add/edit birth date.
        • Phone: Add/edit phone number.
        • Email: View email address
          Note: No edits can be made in this field.
        • Country*: Click the drop-down list to view the listed country list, make edits.
        • State*: Click the drop-down list to view the listed state list, make edits.
        • City: Click the drop-down list to view the listed city list, make edits. Once finished, please click on Save Changes.
      2. Bank Info: This tab contains the following bank related information:
        • Bank Name*: View/edit information into entered bank details.
        • Account Holder Name*: View/edit the name of the holder.
        • Account Number*: View/edit account number details.
        • IFSC/Switch Code*: View/edit IFSC details.
        • Bank Address: View/edit information related to bank address.
          One the details are entered, click on Save Changes.
      3. Addresses: The following fields enlist seller's address information:
        • Sr.No: Display the hierarchy of address related information.
        • Identifier: Display unique identifier name.
        • Address: View/edit/add entered address details.
        • Default: This is the default address set by users.
        • Action: Click on three horizontal dots and appeared list will prompt you to choose the following options:
          • Edit: This option will take admin users to the editing panel of the Addresses tab. Make edits and click Save Changes.
          • Delete: This will delete and remove the address information from the system.
        • Add New: Click on Add New in case you want to enter address details for the respective user. Enter the details into the following fields:
          • Address Label: Enter details about the new address.
          • Name: Enter name details.
          • Country/State/City: Click the drop-down list and select the name of the country, state and city.
          • Postal Code: Enter postal code details.
          • Address Line 1 & 2: Enter details of addresses.
          • Phone: Enter phone number details, click Save Changes and congratulations new address data is added.
    2. Rewards: Here, you will be taken to the User Reward Pointsform detail page. The following information can be accessed with the modular tab:
      1. Reward Points: This tab contains information in tabular format:
        • Valid From & Valid Till: The start and end date defining the validity of reward points is listed here.
        • Points: The total reward points earned can be viewed.
        • Comments: The column lists customers’ feedback or comments received.
      2. Add New: This tab contains the information listed in the following fields:
        • Points: Add reward points for a selected seller.
        • Comments: Add comments for a selected seller.
        • Validity: Add/edit validity date, in case of no predefined validity leave this field empty.
          Once information is added/edited, click Save Changes.
    3. Transactions: The modular tab contains the following information about user transactions captured at a glance:
      1. Transactions: This tab contains information in column listed:
        • Transaction ID: View the unique transaction ID of the selected seller.
        • Date: Transaction date can be viewed.
        • Credit: Total amount credited to the user is listed below the credit column.
        • Debit: Total amount debited to the user is listed below the debit column.
        • Balance: The transaction balance of selected users can be viewed.
        • Description: Transaction description can be seen.
        • Status: Displays the current status of the transaction.
      2. Add New: From here, you can add a new transaction by entering the following information:
        • Type: Select type of transaction - Credit or Debit, by clicking on the drop-down ist.
        • Amount: Enter the transaction amount.
        • Description: Type in the column to detail about transaction description. Once information is added, click on Save Changes.
    4. Change Password: Admin is authorized to change the password of all the users registered within the panel. Clicking on the option will open Change Password where information in New And Confirm New Password fields are added. Click on Save Changes to save the new password.
    5. Log Into Account: After clicking the link, you will be logged in as a User for the selected account and can access their profiles with all the options available to them.
    6. COD: The following Cash on Delivery Settings form appear where you can add/edit fields such as:
      • Minimum Wallet Amount Limit [Default Currency]*: Set a minimum amount limit.
      • Notify On Minimum Wallet Amount Limit [Default Currency]*: Enter a value in the field to set the notification alerts.
        Once changes are made, please click on Save changes.
    7. Delete User: Clicking on this will remove users from the list. Record updated successfully will appear at the bottom of the list once the selected user.

    II. Deleted Users

    All those users lists who are no longer registered or removed from the system can be accessed from the Delete Users icon  provided at the top-right corner of this page. The list displays following information:

    • S.No: Unique to each user for easy classification.
    • User: Name, username, email id, user id of user is displayed.
    • User Type: Detail about the type of user whether buyer, seller, advertiser, delivery staff.
    • Reg. Date: Date of registration along with timestamp can be seen.
    • Verified: Details about users who have their email IDs verified are listed.
    • Action : On click of three horizontal dots, there is an option to ‘Restore User’ to retrieve deleted users into the system.
    • Search Bar: Use the search bar located on the top of the list using the following filters:
      • Name or Email
      • Reg. Date From
      • Reg. Date To
        Note: On the upper right of User list, use this horizontal dot icon and click on Users to move back to the main Users list.

    2. Seller Approval Form

    At the time of registration sellers are required to enter basic details along with the Seller Approval Form. The list display about the form fields visible to them:

    • Sr.No: Display the hierarchy of seller approval form.
    • Caption: This heading shows label text or name given to the field.
    • Type: Field type whether textbox, text area, file, date etc are listed here.
    • Required: Represent status whether entering data into the field is mandatory or not.

    I. Action Buttons

    1. Add New: At the upper right corner of the list, there is a provision to Add New fields where the following information has been added to the Set up Form Fieldsform:
      1. General tab: Required: Following information is added to setup new fields in seller form:
        • Identifier*: Enter a unique identifier name given to the newly added Field of a form. This is a mandatory field and cannot be left blank.
        • Required: Select Yes if you would like the added field to be mandatory. In other words, the users cannot proceed further with the registration without entering this information. For absolutely no restriction, select No.
        • Field Type: Decide field type. The following types are available to select:
          • Textbox
          • Text Area
          • File
          • Date
          • Datetime
          • Time. Once setup is done, click Save Changes.
          • Note: Further tabs in the list are associated with the number of languages enabled in the system.
      2. Language tab: The tab entails the following information to be added:
        • Caption*: Enter a suggested caption. If it is left blank, the name entered in the identifier field will be displayed at the front end.
        • Comments: Enter comments such as supporting instructions regarding field information. Comments added can be viewed by registering users below the field.
    2. Edit : Information that has been added above during Setup Form can be edited later. Below the action header, select the option to edit. Make changes and click Save Changes.
    3. Drag & Drop : While holding the mouse button down, easily drag and drop the form fields and prioritize accordingly. The order in which the fields are displayed on the form at the front-end can be changed accordingly.

    3. Seller Approval Requests

    Sellers who have expressed their interests to register as Seller submit requests to an admin user for approval. This module allows you to manage requests along with viewing the following information shared by the seller:

    • Sr.No: Display the hierarchy of seller approval requests.
    • Reference Number: Display reference number generated at the time of registration.
    • Name: Display registered name.
    • Username/Email: Display username and email ids’ registered.
    • Requested: Time and date stamp about when the request has been sent can be viewed.
    • Status: Current status of the request received is displayed.
      Ensure the following settings have been enabled from General Settings > Activate Admin Approval After Registration (Sign Up).
      In addition to this, perform certain manual actions such as:

    I. Action Buttons

    Apart from viewing the information in the column listed, certain actions are performed by going through the following options:

    • View: Clicking on this option allows you to view the profile information of the seller.
      Note: No edits are made here, information can only be viewed.
    • Change Status: Make changes to statuses and mark them as approved, canceled. Once finalized, click on Update and the selected record status would be changed accordingly.
      Note: The status of only Pending requests can be changed. Once the request is Approved or Declined, no changes can be made except for viewing details shared

    II. Search Bar 

    There is a search bar located at the top of column list where the following filters can be applied to sort the data displayed in the list

    • Keyword: Search by entering a name, email ID or matching phrases.
    • Status: Select from the drop-down and search by statues marked as pending, approved, canceled.
    • Date From & To: Search users date wise, starting and ending date. Once the search is complete, click on Clear Search to view the complete list again.

    4. Delivery Staff Approval Requests

    Any user registering as delivery staff on the portal will be registered as admin delivery staff by default. These registration requests are consolidated in the Delivery Staff Approval Requests listing page.

    View the following information that is displayed in a tabular format along with performing the following actions:

    • Sr.No: The field displays a sequence of approval requests received.
    • Reference Number: Display unique reference number.
    • Name: Name of request sender is displayed.
    • Username/Email: Senders’ username, registered email address, phone number is displayed.
    • Requested On: Time and date stamp representing when the request has been initiated can be viewed.
    • Status: Current status of requests made by delivery staff is displayed in their respective columns.

    I. Action Buttons :

    Clicking on three horizontal dots will open the following panel:

    1. View: From here, access complete profile information submitted by delivery staff. Information is categorized under the following headings:
      • Profile Information: Showcase basic details such as registered name, email, username, phone.
      • DeliveryStaff RequestInformation: View reference number and status.
      • Documents: On click the option to download attached documents
    2. Change Status: Select Approved or Declined to update the status of the request. 
      Click Update to save the changes.
      Note: The status of only Pending requests can be changed. Once the request isapproved or declined, this button will not be provided for changing the status repeatedly

    II. Search Bar

    There is a search bar located at the top of Requests List to sort data displayed in the list:

    • Keyword: Search by entering a name, email ID or matching phrases.
    • Status: Select from drop-down and search by statues marked as pending, approved, canceled.
    • Date From & To: Search users date wise, starting and ending date. Once the search is complete, click on Clear Search to view the complete list again.

    5. Users GDPR Requests

    Admin users are liable to manage GDPR (General Data Protection Regulation) requests from system users. The following self-explanatory User request List is viewed, accessed and edited as required:

    • S.No: Unique serial number before each column for easy classification.
    • User: Name, user name, email, the user ID is displayed.
    • Request Type: The type of request received is shown.
    • Request Date: The date and time when the request has been initiated are shown.
    • Request Status: The current status of the request is displayed.
    • Action: On the import-export click of three horizontal dots icon button, view the request status type raised by a user. There are two options.
      • Truncate Data: This request is raised to admin by seller, buyer, delivery staff, advertiser and affiliates to delete complete data such as addresses, basic information, bank details, profile pic, return, addresses, account deactivated. Please connect with the Growcer team for further assistance.
      • Data Request: This request is raised to delete only selected data from an existing database. Please connect with the Growcer team for further assistance.
        There is a search bar located at the top of the column list where the following filters can be applied to sort the data displayed in the list:
    • Name or Email: Search by entering the name, email ID or matching phrases.
    • Request Type: Manage Truncate or Data request type selected from the drop-down.
    • Reg. Date From & To: Search users date wise, starting and ending date.
      Once the search is complete, click on Clear Search to view the complete list again.