Login and Interaction with Technical Support Functionality
Situation Description
Within the SmartPayer platform, administrators have the ability to access a special technical support section. Within this section, system administrators can perform various technical and administrative actions.
Operational Logic
The system administrator can navigate to the administration dashboard via this link
On the login page, the system administrator needs to enter their username and password. After entering the login credentials, there will be an automatic redirection to the main "Technical Support" page.
Main Features
On the start page, the technical support specialist can work on situations related to: licenses, adding companies, adding managers, and exporting companies.
The page itself contains several sections:
- Search with settings
- "Add new company"
- List of licenses
- Company export
- Adding a manager
- Account logout icon
One icon in the row of icons at the top right was not marked
The highlighted icon in the screenshot is the icon that leads to the start page, where the user is initially after authorization.
Search with Advanced Settings
A search bar that has additional capabilities for advanced search. These capabilities include:
- Standard search bar - where users can search for licenses by name.
- Enable smart search by devices (toggle the checkbox). After toggling the checkbox, the ability to search by the minimum and maximum number of devices becomes available.
- List with sorting options. Sorting is available - by novelty, ascending, descending, and by default.
Add New Company
After clicking the "Add New Company" button, a new window will open for the user.
In this window, the user will need to specify the following details:
- Manager - here the name of the manager who will be attached to this company is specified.
- Company Name - in this line, the name of the company being created is written.
- Duration of Activity - this parameter, which determines the duration of the company's activity, needs to be set manually.
- Username - this line will indicate the name of the account owner who can add companies.
- Role - a pop-up window with a list of possible roles.
- Default Language - a pop-up window where you can set the required language.
- E-mail (login) of the first user in the company - the e-mail of the first user who will be linked to the created company is written.
- Password - allows you to set a password for the new company.
- Confirm Password - it is necessary to confirm the correctness of the password entered above.
After filling in all the parameters, click the "Save" button to apply the settings. If you need to exit this window without saving the parameters, you can click the "Cancel" button.
List of Licenses
The "List of Licenses" block occupies a large area on the main page.
In the "List of Licenses" section, the user can:
- View information about the company to which the license belongs.
- Dive into the content of the licenses by clicking the "More" button.
- View information on the number of devices and licenses in the company.
- Edit the license by clicking on the "Pencil" icon.
License Content and Editing Options
Clicking on the "More" button reveals more detailed information about the company, the number of licenses in the company, and the type of the license itself.
By clicking on the "Pencil" icon and going to the "Edit License" section, you can get the information mentioned above in the "Add New Company" section.
Company Export
Clicking on the "Export Company" button starts downloading a ".zip" format archive, with the company list. The archive is located in the "Downloads" section of the browser. The extracted information will be presented in ".csv" file format.
Adding a Manager
Clicking on the "Managers" icon redirects the user to a new page. On this page, there will be a "Add Manager" button in the upper left corner.
Clicking on it opens another window where all available parameters must be filled in:
- User Role - can be set as one of two users to be added: manager or technical support specialist.
- Username - the name that will be assigned to the new user.
- E-mail - the user's email address.
- Password - the password that will be assigned to the created user.
- Start Date - the start date of the account's validity.
- End Date - the end date of the account.
After filling in all the parameters, click the "Save" button to apply the settings. If you need to exit this window without saving the parameters, you can click the "Cancel" button.
Выход из учетной записи
При нажатии на иконку "Выход из учетной записи" текущего пользователя разлогинит и вернет на страницу авторизации.
Итоговый результат
Системные администраторы понимают, знают и умеют использовать все возможности кабинета администрирования.
