This tutorial will help you on user and team member management through Admin Portal.
TEAM MEMBER MANAGEMENT
- Add new team member
- Remove a team member
- Password reset for a team member
- Modify details of a team member
28 STEPS
1. Admin Portal - Managing Team Members.
Click anywhere to start tutorial.
You may use the magnifying glass icon to zoom in/out.
2. Login to operations portal using your credentials.
3. Home Page will be displayed.
4. The network selector is located on the upper left corner of the page. To choose a network, click the 'down arrow'.
5. After selecting the network, click the 'gear' icon on the upper right of the page.
6. 'Settings' page will be displayed.
Under Team Members and Roles,
click 'Team Members'.
7. A list of all team members will be shown including their details (name, email, role and status).
8. To add a new team member, click 'Add Team Member' button.
9. Populate the details needed (email address, name, mobile number, network, role).
Notes:
* Member's level of access corresponds to the role they are assigned to.
10. There are 3 types of Role:
Product Role: This is the role assigned to admin user which allows to do anything within the product only.
11. Network Role: This is the role assigned to admin user which allows to do anything within the specific network only.
12. Super Role: This is the role assigned to to admin user which allows to do anything in all networks.
13. Click 'Add Team Member' button.
14. The newly created team member will be displayed on the list. Initially it will be in 'Pending' status until the member verified their account.
15. There are 3 account status:
Pending: Credentials are not yet setup and account is not yet verified.
Verified: Credentials are already setup and account is already verified.
Deactivated: Member has been removed from the Operations Portal.
16. Added team member will receive an email. The team member needs to follow the email directions in order to setup credentials used in operations portal.
17. Link provided in the email will redirect to Create Password screen to setup credentials used in operations portal.
18. Once password was setup and account was verified, the status will be in 'Verified'.
19. To remove a team member, click the 'Trash bin' icon located next to the member's detail.
20. Remove Team Member confirmation box will then appear, Click Confirm Removal.
21. Successful message will appear.
22. Removed team member will now be in 'Deactivated' status.
Note: Removed member will not be removed from the Team Members list, it will just change the status to Deactivated.
23. To edit details of a team member, click the 'pencil' icon next to the 'trash bin' icon.
24. Edit the fields where information needs to be updated.
For example, change the role from 'Liftango Super Role' to 'Liftango Network Role'.
25. Click 'Save Changes'.
26. The updated information can be seen upon clicking the team members name on the list.
27. Resetting a password can also be done here by clicking 'Send Reset Password Link'.
Password reset instructions will be sent on the team member's email account.
28. Click anywhere to exit tutorial.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
https://www.iorad.com/player/2017488/Admin-Portal---Managing-Team-Members
USER MANAGEMENT
- Add new user
- Remove a user
- Ban a user
- Modify details of a user
28 STEPS
1. Admin Portal - Managing users
Click anywhere to start tutorial.
You may use the magnifying glass icon to zoom in/out.
2. Login to operations portal using your credentials.
3. Home Page will be displayed.
4. The network selector is located on the upper left corner of the page. To choose a network, click the 'down arrow'.
5. After selecting the network, click 'users' either on dashboard or on the side bar.
6. After selecting the network, click 'users' either on dashboard or on the side bar.
7. A list of all users will be shown including their details (id, status, createdAt, LastUpdate At, First name, Last name, Email address and mobile number).
8. There are 3 account status:
Pending: Credentials are not yet setup and account is not yet verified.
Verified: Credentials are already setup and account is already verified.
Banned: Member has been banned.
9. To view user's information, click the 'i' icon next to the 'pencil' icon of the user.
10. The user profile page will be displayed upon clicking. Details such as name, user created/updated date/time, email address, rides, and etc. are listed here.
11. To create new user, click 'Add new user' button on the users page.
12. Populate the user details (email, mobile number, name, network and vehicle details).
13. After populating the fields, click 'Add New User'.
14. Admin user will be redirected to the newly created user. Initially the status is in 'Pending'.
15. The user will receive an email containing instructions in setting up credentials.
16. Once configured, the 'status' will change from 'Pending' to 'Approved' in Operations Portal.
17. To edit user details, click 'Update User Information'.
18. A window will pop up.
Admin user can update the details as needed.
19. Once filled out, click 'Update User' to save changes.
20. Another way to edit user details is to access it using the 'pencil' icon on the users list.
21. A window will appear on the right side.
Admin user can update details directly here.
22. Once filled out, click 'Update User' to save changes.
23. To remove a user, click 'Remove Or Ban User' .
24. Confirm user removal by choosing 'Remove User'.
After the removal, user will not be shown on the user list page.
25. To ban a user, click the same button -- 'Remove Or Ban User'.
26. Choose 'Ban User' to confirm change.
27. The banned user will have 'Banned' in their status on the users list.
28. Click anywhere to exit tutorial.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
https://www.iorad.com/player/2017507/Admin-Portal---Managing-Users
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