User Manual – Sales SaaS

Companies List

Each company in the list displays the following details:

• Name: The company name and email address
• Plan: The subscription plan currently assigned to the company
• Created At: The date the company account was registered on the platform
• Actions: Quick action buttons for managing each company

Each company row includes a set of action icons on the right side. Hover over any icon to see its label. The available actions are:

• Login as Company: Logs in to the platform as that specific company, allowing the Super Admin to access and manage the company’s account directly
• Company Info: Opens a detailed information panel showing the full profile and account details of the company
• Upgrade Plan: Opens a pop-up to change or upgrade the company’s current subscription plan. Toggle between Monthly and Yearly billing, select a plan (e16. Free, Pro, or Enterprise), and click Upgrade Plan to confirm.
• Reset Password: Opens a pop-up to reset the password for that company’s account. Enter the New Password in the field provided and click Save.
• Toggle Status: Enables or disables login access for that company; disabling it prevents them from signing in to the platform.
• Edit: Opens the company profile in edit mode
• Delete: Permanently removes the company from the platform

Adding a New Company

• Click the “Add Company” button at the top right of the page.
• A pop-up will appear with the following fields:
• Company Name: Enter the name of the company
• Email: Enter the email address for the company account
• Enable Login: Toggle this option to allow or restrict the company from logging in to the platform

Login History

The Login History button shows login records only for Super Admin and Company users who have actually logged into the platform. For each record, you can see login details, IP address, date and time, and device information. Use the View button to see full session details, or the Delete button to remove a record.

• The Login History button shows login records only for Super Admin and Company users who have actually logged into the platform. For each record, you can see login details, user, User Type, IP address, Login Date, Details, and Action.
• Use the View button to see full session details, or the Delete button to remove a record.

Media Library Overview

The page header displays the section title and description, along with the Upload Media button at the top right for adding new files.

• Use the Search media files bar at the top to find specific files by name.
• The top-right summary badges display the total number of Files, total Storage used, and total number of Images.

Each media file in the grid displays the following details:

• File Type Badge: Indicates the file format (e.g., JPEG, PDF, MSWORD)
• Preview: A thumbnail preview of the file or a file-type icon for non-image files such as PDFs and Word documents
• File Name: The display name of the file
• File Size: The size of the file in KB or MB
• Upload Date: The date the file was uploaded

Click any file to open the Media Details panel, which displays:

• File Name: The original file name
• Display Name: The custom display name for the file
• File Type: The MIME type (e.g., image/jpeg)
• File Size: The size of the file
• Uploaded: The date and time the file was uploaded
• File URL: The direct URL to the file with a copy icon to copy the link to the clipboard

The Actions section provides three options:

• View: Opens the file in a new tab for full-screen viewing
• Download: Downloads the file to your local device
• Delete: Permanently removes the file from the Media Library

Uploading Media Files

• Click the “Upload Media” button at the top right of the Media Library page.
• The Upload Files pop-up will appear with a drag-and-drop area.
• Drag and drop your files directly into the upload zone, or click Choose Files to browse and select files from your device.
• The files will be uploaded automatically and added to the Media Library.

Note: In the media library, the super admin can view images from all companies. However, on the company side, each company can only see the images that belong specifically to them.

Note: The Company side should have the same Media Library functionality and structure as the Super Admin side, ensuring consistent media management across both interfaces.

Subscription Plans

• The Subscription Plans page displays all available plans offered to companies on the platform. Toggle between Monthly and Yearly billing views at the top centre (Yearly billing offers a Save 20% discount).
  
• Each plan card displays the plan name, price, description, free trial duration (if applicable), and a What’s Included section showing usage limits such as Users, Employees, and Storage. The Features section indicates which add-ons (such as AI Integration) are enabled or disabled for the plan.
  
• Plans can be toggled Active or Inactive directly from the card, and each card includes Edit and Delete action buttons. The default plan is also marked with a Default badge.

Plan Requests

The Plan Requests page displays all subscription upgrade or change requests submitted by companies.

• Use the search bar to look up specific records, and refine the list by selecting a Status from the dropdown. Use “Clear Filters” to remove the selection. The Filters badge simply displays the number of filters currently applied

Each request in the list shows:

• Company: The name and email of the company that submitted the request
• Plan: The requested subscription plan
• Duration: Monthly or Yearly billing cycle
• Status: Current status of the request (Pending, Approved, or Rejected)
• Request Date: The date the request was submitted

For Pending requests, the Actions column provides two options:

• Approve: Approves and activates the requested plan for the company
• Reject: Rejects the plan request

Plan Orders

The Plan Orders page provides a complete record of all subscription orders placed across the platform.

• Use the search bar to look up specific records, and refine the list by selecting a Status, Date From, or Date To. Use “Clear Filters” to remove all selections. The Filters badge simply displays the number of filters currently applied

Each order in the list displays:

• Order Number: The unique order reference code
• Ordered By: The company name and email that placed the order
• Plan: The subscribed plan (e.g., Pro, Starter)
• Original Price: The plan’s standard price
• Discount: The discount amount deducted (if any coupon was applied)
• Final Price: The amount charged after discount
• Status: Current order status (Pending or Approved)
• Receipt: A receipt icon appears for orders with an uploaded payment receipt
• Order Date: The date the order was placed

For Approved orders, the Actions column provides View, which opens a detailed view of the plan order.

For Pending orders, the Actions column provides:

• View: Opens a detailed view of the plan order
• Approve: Confirms and activates the order
• Reject: Rejects the order

Coupons List

Each coupon in the list displays the following details:

• Name: The display name of the coupon (e.g., Summer Sale, Black Friday Deal)
• Code: The unique coupon code that customers will apply (e.g., SUMMER20)
• Type: The type of discount (Percentage or Flat Amount)
• Min Spend: The minimum order amount required to use the coupon
• Max Spend: The maximum order amount eligible for the coupon
• Discount: The discount value applied (percentage or flat amount)
• Coupon Limit: The total number of times the coupon can be used (or Unlimited)
• User Limit: The number of times a single user can use the coupon
• Expiry Date: The date the coupon expires
• Status: Toggle the coupon Active or Inactive directly from the list
• Actions: Quick action buttons for managing each coupon

Each coupon row includes the following action icons on the right side:

• View Details: Opens the coupon detail page showing the full coupon information and usage history
• Edit: Opens the coupon in edit mode to update its details
• Delete: Permanently removes the coupon from the platform

Click the View Details icon on any coupon to open its detailed view, which displays the complete coupon information and usage history. The page is divided into the following sections:

• Summary Cards: Display the Discount Value, Times Used (used vs total limit), User Limit, and Expires date, along with the current status badge (Active/Inactive).
• Coupon Information: Shows the Coupon Code, Type (Percentage or Flat Amount), Minimum Spend, and Maximum Spend values.
• Usage History: Lists every order that has used the coupon, including the User name, Email address, Order ID, Order Amount, Discount Applied, and Used At date.

Adding a New Coupon

Click the “Add Coupon” button at the top right of the Coupons page.

A pop-up will appear with the following fields:

• Coupon Name: Enter the display name of the coupon (e.g., Summer Sale 2025)
• Discount Type: Select the type of discount from the dropdown (Percentage or Flat Amount)
• Discount Value: Enter the discount amount (e.g., 20 for 20% or 50 for $50)
• Total Usage Limit: Set the maximum number of times the coupon can be used overall
• Code Generation: Choose between Manual Entry to enter your own coupon code or Auto Generate to create one automatically
• Coupon Code: Enter the unique coupon code (e.g., SUMMER25) if Manual Entry is selected
• Minimum Spend: Set the minimum order amount required to use the coupon
• Maximum Spend: Set the maximum order amount eligible for the coupon
• Usage Limit Per User: Define how many times a single user can use the coupon
• Expiry Date: Select the date the coupon will expire

Currency List

Each currency in the list displays the following details:

• Name: The full name of the currency (e.g., Ugandan Shilling, Serbian Dinar)
• Code: The international currency code (e.g., UGX, RSD, USD)
• Symbol: The currency symbol (e.g., USh, дин, $)
• Default: Indicates whether the currency is set as the default platform currency (Yes or No)
• Actions: Quick action buttons for managing each currency

Each currency row includes the following action icons on the right side:

• View: Opens a detailed view of the currency information
• Edit: Opens the currency in edit mode to update its details
• Delete: Permanently removes the currency from the platform

Adding a New Currency

Click the “Add Currency” button at the top right of the Currency page.

A pop-up will appear with the following fields:

• Currency Name: Enter the full name of the currency (e.g., US Dollar, Euro, British Pound)
• Currency Code: Enter the international currency code (e.g., USD, EUR, GBP)
• Currency Symbol: Enter the currency symbol (e.g., $, €, £)
• Description: Provide a brief description of the currency (optional)
• Set as Default Currency: Check this option to make the currency the default across the platform

Dashboard

• The Dashboard provides a complete overview of the referral program’s performance and activity at a glance.
  
• The dashboard presents four summary cards displaying Total Referral Users, Pending Payouts, Total Commission Paid, and Active Companies. These cards provide a quick overview of the referral program’s overall performance and key metrics.
  
• The Top Referring Companies section on the left ranks companies with the most referrals, displaying each company’s name, email, total number of referrals, and total commission earned.
  
• On the right, the Monthly Performance section highlights the year’s statistics, including Referral Signups (total this year) and Payouts Processed (total amount paid this year).

Referred Users

The Referred Users page displays all users who have signed up through referral links across the platform.

The page presents three summary cards at the top displaying Total Referred Users, Users with Plans, and Total Commission Earned.

The Referred Users List section shows each referred user with the following details:

• Company Name & Email: The name and email address of the referred company
• Registration Date: The date the user signed up
• Plan: The subscription plan assigned (e.g., Free, Starter, Pro, or No Plan)
• Plan Price: The monthly price of the plan
• Commission: The commission earned from the referral (if applicable)
• Commission History: Displays the commission percentage and the exact amount earned from that referral

Payout Requests

The Payout Requests page displays all commission payout requests submitted by referring companies.

Each payout request in the list displays the following details:

• Company: The name and email of the company requesting payout
• Amount: The payout amount requested
• Status: Current status of the request (Pending, Approved, or Rejected)
• Date: The date the payout request was submitted
• Actions: Quick action buttons for managing each request

For Pending requests, the Actions column provides two options:

• Approve: Approves the payout request and processes the payment
• Reject: Rejects the payout request

Settings

The Settings page allows the Super Admin to configure the referral program parameters.

• Enable Referral Program: Toggle this option to activate or deactivate the referral program across the platform.
• Commission Percentage (%): Set the commission rate that referrers will earn on each successful referral (e.g., 10.00 for 10%).
• Minimum Threshold Amount ($): Define the minimum commission amount a referrer must accumulate before being eligible to request a payout (e.g., 50.00).
• Referral Guidelines: Enter the program guidelines and terms that will be displayed to referrers, explaining how the referral program works and the conditions for earning commissions.

Click Save Settings to apply your changes.

Landing Page Settings

The Landing Page Settings allow the Super Admin to fully customize the content, layout, and appearance of the platform’s public landing page. The page is organized into five groups: Setup, Layout, Content, Social, and Engagement, each containing multiple configurable sections accessible from the left-hand sidebar. Use the Search section bar to quickly locate any section. Click Save Changes at the top right after making any updates.

Custom Pages

The Custom Pages section allows the Super Admin to create and manage custom content pages for the landing site, such as About Us, Privacy Policy, Terms of Service, Contact Us, FAQ, and Refund Policy.

• Use the Search bar to find a specific custom page by title.

Contact Inquiries

The Contact Inquiries page displays all messages submitted by visitors through the contact form on the landing page. The Super Admin can review and manage each inquiry.

• Use the Search bar to find a specific inquiry by name or email.

Newsletter

The Newsletter page displays all email addresses that have subscribed to the platform’s newsletter through the landing page.

• Use the Search bar to find a specific subscriber by email address.

Templates List

Each template in the list displays the following details:

• Name: The name of the email template
• Actions: A View icon to open and edit the template

Clicking the View icon opens the template’s editing page, which is divided into two sections: Template Settings and Available Variables.

System Settings

The System Settings section configures system-wide preferences for the application.

• Default Language: Select the default language for the platform from the dropdown (e.g., English).
• Date Format: Select the preferred date format (e.g., Y-m-d).
• Time Format: Select the preferred time format (e.g., H:i for 14:30).
• Calendar Start Day: Choose the day the calendar week begins (e.g., Sunday).
• Default Timezone: Select the platform’s default timezone (e.g., UTC).
• Email Verification: Toggle this option to require users to verify their email addresses upon registration.
• Landing Page: Toggle this option to enable or disable the public landing page.
• User Registration: Toggle this option to allow new users to create accounts on the platform.
• Terms and Conditions URL: Enter the URL for your Terms and Conditions page that will be linked in the registration form.

Click Save Changes to apply the updates.

Brand Settings

Customize your application’s branding and appearance. A Live Preview panel on the right side of the page shows how your changes will look in real time. Brand Settings has three tabs:

Currency Settings

The Currency Settings section configures how currency values are displayed throughout the application.

• Format Options: Displays a live preview of the currency format (e.g., $1,234.56) along with a sample value field and Reset button.
• Default Currency: Select the platform’s default currency from the dropdown (e.g., USD – US Dollar).
• Decimal Places: Choose the number of decimal places to display (e.g., 2 for 1234.56).
• Symbol Position: Select whether the currency symbol appears before or after the amount (e.g., $100 or 100$).
• Decimal Separator: Choose the separator used for decimals: Dot (123.45) or Comma (123,45).
• Thousands Separator: Choose the separator for thousands (e.g., Comma 1,234.56).
• Show Decimals: Toggle this option to display decimal places in amounts.
• Add Space: Toggle this option to add a space between the amount and the currency symbol.

Click Save Changes to apply the updates.

Email Settings

The Email Settings section configures email server settings for system notifications and communications.

• Email Provider: Select the email provider from the dropdown (e.g., SMTP).
• Mail Driver: Enter the mail driver (e.g., smtp).
• SMTP Host: Enter the SMTP server host (e.g., smtp.example.com).
• SMTP Port: Enter the SMTP server port (e.g., 587).
• SMTP Username: Enter the SMTP username (e.g., user@example.com).
• SMTP Password: Enter the SMTP password.
• Mail Encryption: Select the encryption method (e.g., TLS).
• From Address: Enter the email address that messages will be sent from (e.g., noreply@example.com).
• From Name: Enter the sender name (e.g., WorkDo System).

The Test Email Configuration panel on the right allows you to verify your settings by entering an email address in Send Test To and clicking Send Test Email.

Click Save Changes to apply the updates.

Payment Settings

The Payment Settings section configures the payment gateways available for subscription plans.

• Use the Search payment methods bar to find a specific gateway.
• Use the All Methods dropdown to filter by category.
• Toggle each payment method on or off using the switch next to its name.

The platform supports a wide range of payment gateways. For each gateway, click the toggle to enable it, then enter the required credentials. Most gateways include a Mode option (Sandbox or Live) and a link to the gateway’s Dashboard to retrieve API credentials.

ReCaptcha Settings

The ReCaptcha Settings section configures Google reCAPTCHA settings for form protection.

• Enable ReCaptcha: Toggle this option to show reCAPTCHA on authentication pages.
• Google Recaptcha Version: Select the reCAPTCHA version to use (e.g., v2).
• Site Key: Enter your Google reCAPTCHA Site Key.
• Secret Key: Enter your Google reCAPTCHA Secret Key.

A note at the top links to instructions on how to get your Google reCAPTCHA Site and Secret key.

Click Save Changes to apply the updates.

ChatGPT Settings

The Chat GPT Settings section configures Chat GPT integration settings for AI-powered features.

• Chat GPT Key: Enter your Chat GPT API key.
• Chat GPT Model Name: Select the Chat GPT model to use from the dropdown (e.g., GPT-3.5 Turbo).

Click Save Changes to apply the updates.

Cookie Settings

The Cookie Settings section configures cookie consent and privacy settings for your application.

• Enable Logging: Toggle this option to enable cookie activity logging.
• Strictly Necessary Cookies: Toggle this option to enable strictly necessary cookies.
• Cookie Title: Enter the title displayed on the cookie consent banner.
• Strictly Cookie Title: Enter the title displayed for the strictly necessary cookies section
• Cookie Description: Enter the description explaining the platform’s general cookie usage.
• Strictly Cookie Description: Enter the description explaining what the strictly necessary cookies are used for.
• Contact Us Description: Enter the message shown to users who have questions about the cookie policy.
• Contact Us URL: Enter the URL users can visit to contact you regarding the cookie policy.

The Download Accepted Cookies panel lets you download a CSV file of accepted cookie preferences by clicking Download CSV.

Click Save Changes to apply the updates.

SEO Settings

The SEO Settings section configures SEO settings to improve your website’s search engine visibility.

• Meta Keywords: Enter relevant keywords that describe your content, separated by commas (e.g., sales management software, project tracking, invoice management, team productivity).
• Meta Description: Write a compelling description that summarizes your page content and encourages clicks from search results (up to 160 characters).
• Meta Image: Upload the image used when your page is shared on social media. Click “Change Image” to select a file or “X” to remove the current image. Recommended size: 1200×630px for optimal social media sharing.

The SEO Preview panel on the right shows a live Social Media Preview of how your page will appear when shared, along with SEO Tips: use 3–5 relevant keywords, keep descriptions between 150–160 characters, and use a 1200×630px image for best results.

Click Save Changes to apply the updates.

Storage Settings

Configure file storage settings for your application. Storage Settings has three tabs: Local Storage, AWS S3, and Wasabi.

Cache Settings

The Cache Settings section allows the Super Admin to manage the application cache to improve performance. This page is intended for more advanced users: it can safely be ignored if you’re not familiar with what cache is.

• Current Cache Size: Displays the total amount of cached data currently stored (e.g., 0.40 MB).
• Click Clear Cache to remove all cached data.

Clearing the cache will remove:

• Application cache
• Route cache
• View cache
• Configuration cache

Lead Cards

Each lead card in the board displays the following details:

• Avatar and Name: A colored initials avatar along with the lead’s name and email address
• Company: The company or account the lead is associated with
• Lead Value: The estimated value of the lead
• Tags: Labels indicating the lead’s source (e.g., Website, Cold Call, Trade Show, Referral, Email Campaign, Social Media) and status (e.g., Converted)
• Date: The date the lead was created or last updated
• Assigned User: An avatar showing the team member assigned to the lead

Clicking the “…” menu on a lead card provides quick actions:

• View: Opens the full lead details page
• Edit: Opens the lead in edit mode
• To Account: Converts the lead into an account
• To Contact: Converts the lead into a contact
• Delete: Permanently removes the lead

Clicking View on a lead opens its detailed profile, which includes:

• Four summary cards at the top displaying Lead Value, Pipeline Stage, Source, and Created date
• Lead Summary: Shows the lead’s Status, Pipeline Stage, Source, Conversion status, Account Name, Assigned To, and Created By
• Contact & Address: Displays the lead’s Email, Phone, Company, Position, Website, Industry, and Address
• Notes: Displays any notes added for the lead, or “No notes available” if none exist
• Related Campaign: Shows the campaign associated with the lead, including its name, type, and budget
• Meetings & Calls: Lists all meetings and calls logged for the lead, each with a title, date, attendee, and a View icon, along with counts for each
• Activity Stream: A running log of all updates made to the lead, with a comment box at the top to add new notes and a timestamped history of changes below, each with a delete icon

Selecting the To Account option from a lead’s menu opens the Convert Lead to Account pop-up, pre-filled with details from the lead.

• Account Type: Select the type of account from the dropdown
• Account Industry: Select the industry the account belongs to (pre-filled from the lead)
• Website: Enter the account’s website URL
• Enter the account’s billing details: Billing Address, Billing City, Billing State, Billing Postal Code, and Billing Country.
• Click Copy Billing to Shipping Address to automatically fill the shipping fields with the billing address
• Enter the account’s shipping details: Shipping Address, Shipping City, Shipping State, Shipping Postal Code, and Shipping Country
• Click Save to convert the lead into an account, or Cancel to discard.

Selecting the To Contact option from a lead’s menu opens the Convert Lead to Contact pop-up.

• Account: Select the account to link this contact to
• Position: Enter the contact’s job title (e.g., CEO, Manager, Developer)
• Address: Enter the contact’s address (pre-filled from the lead)

Click Save to convert the lead into a contact, or Cancel to discard.

Importing Leads

Click Import to open the Import Leads from CSV/Excel pop-up.

• Click Download Template to get the correct file format.
• Click Browse to select your CSV or Excel file.
• Note: Ensure that the values entered for Lead Status, Lead Source, Account Industry, and Campaign match the existing records in your system.
• Click Import to upload the file, or Cancel to discard.

Creating a New Lead

Click Add Lead to open the Create Lead page, showing:

Opportunity Cards

Each opportunity card in the board displays the following details:

• Name: The name of the opportunity
• Account: The company or account the opportunity is associated with
• Contact: The name of the primary contact for the opportunity
• Value: The estimated deal value
• Tags: A label indicating the opportunity’s source (e.g., Website, Cold Outreach, Trade Show, Social Media, Partner)
• Date: The date the opportunity was created or last updated
• Assigned User: An avatar showing the team member assigned to the opportunity

Clicking the “…” menu on an opportunity card provides quick actions:

• View: Opens the full opportunity details page
• Edit: Opens the opportunity in edit mode
• Delete: Permanently removes the opportunity

Clicking View on an opportunity opens its detailed profile, which includes:

• Four summary cards at the top displaying Amount, Stage, Products count, and Close Date
• Opportunity Summary: Shows the opportunity’s Status, Source, and Assigned To
• Related Records: Displays the linked Account and Contact, each with a quick-view icon
• Notes: Shows any internal notes added for the opportunity
• Description: Displays the full description of the opportunity
• Meetings & Calls: Lists linked meetings and calls in separate panels, each showing the title, date, and attendee, with a count badge and quick-view icon per entry
• Products: A table listing each product with Quantity, Unit Price, Tax, and Total, followed by a Subtotal, Total Tax, and Grand Total
• Activity Stream: A running log of all updates made to the opportunity, with a comment box at the top to add new notes and a timestamped history of changes below

Creating a New Opportunity

Click Add Opportunity to open the Create Opportunity page, showing:

Adding a New Opportunity Source

The Add New Opportunity Source panel on the left lets you create a new source category.

• Source Name: Enter the name of the source (e.g., Website, Referral, Cold Call)
• Description: Enter a brief description of the source
• Status: Set the source as Active or Inactive

Click Add Opportunity Source to save the new source.

Opportunity Sources List

The panel on the right displays all existing opportunity sources.

• Use the Search opportunity sources bar to find a specific source.
• Use the All Statuses dropdown to filter sources by status.

Each opportunity source in the list displays:

• Opportunity Source: The source name and a short description of where opportunities from this source originate
• Status: Whether the source is currently Active or Inactive

Each row includes the following action icons on the right side:

• Edit: Opens the source details for editing
• Deactivate/Activate: Toggles the source’s status between Active and Inactive
• Delete: Permanently removes the opportunity source

Adding a New Stage

The Add New Stage panel on the left lets you create a new pipeline stage.

• Stage Name: Enter the name of the stage (e.g., Prospecting, Qualification, Proposal)
• Color: Choose a color swatch or enter a hex code (e.g., #3B82F6) to visually distinguish the stage
• Probability (%): Enter the likelihood of closing an opportunity at this stage
• Description: Enter a brief description of the stage
• Status: Set the entry itself as Active or Inactive

Click Add Stage to save the new stage.

Opportunity Stages List

The panel on the right displays all existing opportunity stages.

• Use the Search opportunity stages bar to find a specific stage.
• Use the Statuses dropdown to refine the list, then click Search to apply the filter or Reset to clear it.

Each stage in the list displays:

• Stage: A color-coded trend icon along with the stage name and a short description of what it represents (e.g., Closed Lost – Opportunity lost or cancelled; Closed Won – Opportunity successfully closed)
• Probability: The percentage likelihood of closing associated with the stage
• Status: Whether the stage is currently Active or Inactive

Each row includes the following action icons on the right side:

• Edit: Opens the stage details for editing
• Deactivate/Activate: Toggles the stage’s status between Active and Inactive
• Delete: Permanently removes the opportunity stage

Accounts List

The list displays each account with the following columns:

• Name: A colored initials avatar along with the account name and email address
• Assigned To: The team member’s avatar, name, and email address
• Type: A label indicating the account type (e.g., Enterprise Customer, SMB Customer, Supplier/Vendor, Reseller/Channel, Prospect)
• Industry: A label indicating the account’s industry (e.g., Technology & Software, Real Estate & Construction, Healthcare & Life Sciences, Financial Services)
• Status: Whether the account is currently Active or Inactive
• Created At: The date the account was created

Each row includes the following action icons on the right side:

• Toggle Status: Switches the account between Active and Inactive
• View: Opens the full account details page
• Edit: Opens the account in edit mode
• Delete: Permanently removes the account

Clicking View on an account opens its detailed profile, which includes:

• Four summary cards at the top displaying Type, Industry, Contacts count, and Created date
• Account Summary: Shows the account’s Status, Website, and Assigned To
• Contact Info: Displays the account’s Email and Phone
• Billing Address: Shows the account’s billing address details
• Shipping Address: Shows the account’s shipping address details
• Contacts: Lists any contacts linked to the account, or “No contacts linked” if none exist
• Quotes: Lists any quotes linked to the account, or “No quotes linked” if none exist
• Activity Stream: A running log of all updates made to the account, with a comment box at the top to add new notes and a timestamped history of changes below

Creating a New Account

Click Add Account to open the Create Account page, showing:

Adding a New Account Type

The Add New Account Type panel on the left lets you create a new type category.

• Name: Enter the name of the account type (e.g., Customer, Partner, Vendor)
• Color: Choose a color swatch or enter a hex code (e.g., #3B82F6) to visually distinguish the type
• Description: Enter a brief description of the account type
• Status: Set the account type as Active or Inactive

Click Add Account Type to save the new type.

Account Types List

The panel on the right displays all existing account types.

• Use the Search account types bar to find a specific type.
• Use the All Statuses dropdown to filter types by status.

Each account type in the list displays:

• Account Type: A color-coded icon along with the type name and a short description of what it represents (e.g., Prospect – Potential customers; Enterprise Customer – Large enterprise clients)
• Status: Whether the type is currently Active or Inactive

Each row includes the following action icons on the right side:

• Edit: Opens the type details for editing
• Deactivate/Activate: Toggles the type’s status between Active and Inactive
• Delete: Permanently removes the account type

Adding a New Account Industry

The Add New Account Industry panel on the left lets you create a new industry category.

• Name: Enter the name of the industry (e.g., Technology, Healthcare, Finance)
• Color: Choose a color swatch or enter a hex code (e.g., #3B82F6) to visually distinguish the industry
• Description: Enter a brief description of the industry
• Status: Set the industry as Active or Inactive

Click Add Account Industry to save the new industry.

Account Industries List

The panel on the right displays all existing account industries.

• Use the account industries bar to find a specific industry.
• Use the All Statuses dropdown to filter industries by status.

Each industry in the list displays:

• Account Industry: A color-coded icon along with the industry name and a short description of what it represents (e.g., Real Estate & Construction – Property and construction services; Financial Services – Banking and financial consulting)
• Status: Whether the industry is currently Active or Inactive

Each row includes the following action icons on the right side:

• Edit: Opens the industry details for editing
• Deactivate/Activate: Toggles the industry’s status between Active and Inactive
• Delete: Permanently removes the account industry

Contacts List

Each contact in the list displays the following details:

• Name: A colored initials avatar along with the contact’s name and email address
• Phone: The contact’s phone number
• Position: The contact’s job title (e.g., Security Analyst, IT Director)
• Account: The account the contact is associated with
• Status: Whether the contact is currently Active or Inactive
• Created At: The date the contact was created

Each row includes the following action icons on the right side:

• Toggle Status: Switches the contact between Active and Inactive
• View: Opens the full contact details page
• Edit: Opens the contact in edit mode
• Delete: Permanently removes the contact

Clicking View on a contact opens its detailed profile, which includes:

• Four summary cards at the top displaying Position, Account, Quotes count, and Created date
• Contact Summary: Shows the contact’s Status, Position, and Assigned To
• Contact Info: Displays the contact’s Email and Phone
• Address: Displays the contact’s full address
• Related Account: Shows the account the contact belongs to, with a View icon to open the account details
• Quotes: Lists all quotes linked to the contact, each with a View icon, along with a count
• Cases: Lists all cases linked to the contact, or “No cases linked” if none exist
• Meetings & Calls: Lists all meetings and calls logged for the contact, each with a title, date, attendee, and a View icon, along with counts for each

Campaigns List

Each campaign in the list displays the following details:

• Name: The campaign name and its type
• Assigned To: The avatar, name, and email of the team member assigned to the campaign
• Date: The campaign’s start and end dates
• Budget: The allocated budget for the campaign
• Actual Cost: The amount actually spent
• Target List: The audience segment targeted by the campaign (e.g., High-Value Prospects, New Leads, Hot Leads)
• Status: Whether the campaign is currently Active or Inactive

Each row includes the following action icons on the right side:

• Toggle Status: Switches the campaign between Active and Inactive
• View: Opens the full campaign details page
• Edit: Opens the campaign in edit mode
• Delete: Permanently removes the campaign

Clicking View on a campaign opens its detailed profile, which includes:

• The campaign name, description, and status at the top
• Five summary cards displaying Budget, Actual Cost, Response Rate, Total Leads, and ROI
• Campaign Information: Shows the Campaign Type, Target List, Start Date, End Date, Assigned To, Created By, Expected Response, Actual Response, and Created/Updated dates
• Budget Analysis: Displays the Budget, Spent, and Remaining amounts, along with progress bars for Budget Used and Response Progress
• Campaign Leads: Lists all leads generated by the campaign, showing the lead name, assigned user, and status, with a View icon to open each lead’s details, along with a total count.

Creating a New Campaign

Click Add Campaign to open the Create Campaign page, showing:

Adding a New Target List

The Add New Target List panel on the left lets you create a new target list.

• Name: Enter the name of the target list (e.g., Q1 Prospects, Enterprise Leads, Newsletter Subscribers)
• Description: Enter a brief description of the target list
• Status: Set the target list as Active or Inactive

Click Add Target List to save the new target list.

Target Lists

List The panel on the right displays all existing target lists.

• Use the Search target lists bar to find a specific target list.
• Use the Statuses dropdown to refine the list, then click Search to apply the filter or Reset to clear it.

Each target list in the list displays:

• Target List: The list name and a short description of the audience it represents (e.g., Hot Leads – Ready-to-convert leads; Cold Prospects – Prospects requiring nurturing)
• Status: Whether the target list is currently Active or Inactive

Each row includes the following action icons on the right side:

• Edit: Opens the target list details for editing
• Deactivate/Activate: Toggles the target list between Active and Inactive
• Delete: Permanently removes the target list

Adding a New Campaign Type

The Add New Campaign Type panel on the left lets you create a new campaign type.

• Name: Enter the name of the campaign type (e.g., Email Campaign, Social Media, Webinar)
• Color: Choose a color swatch or enter a hex code (e.g., #3B82F6) to visually distinguish the campaign type
• Description: Enter a brief description of the campaign type
• Status: Set the campaign type as Active or Inactive

Click Add Campaign Type to save the new campaign type.

Campaign Types

List The panel on the right displays all existing campaign types.

• Use the Search campaign types bar to find a specific campaign type.
• Use the Statuses dropdown to refine the list, then click Search to apply the filter or Reset to clear it.

Each campaign type in the list displays:

• Campaign Type: A color-coded icon along with the type name and a short description
• Status: Whether the campaign type is currently Active or Inactive

Each row includes the following action icons on the right side:

• Edit: Opens the campaign type details for editing
• Deactivate/Activate: Toggles the campaign type between Active and Inactive
• Delete: Permanently removes the campaign type

Quote Details:

• Quote Name: Enter the quote name (e.g., Annual Software License Quote)
• Opportunity: Select the associated opportunity from the dropdown
• Account: Select the account from the dropdown
• Billing Contact: Select the billing contact from the dropdown
• Shipping Contact: Select the shipping contact from the dropdown
• Shipping Provider: Select the shipping provider from the dropdown
• Status: Set the quote’s status (e.g., Draft)
• Valid Until: Select the date the quote expires
• Assign To: Select the user responsible for the quote
• Description: Add a brief description of the quote

Products:

• Click Add Product to add a product row to the quote.
• Each row includes: Product (dropdown), Qty, Unit Price, Discount Type (e.g., None), Discount Val, Tax, and Total, with a delete icon to remove the row.
• A running summary shows the Subtotal, Discount, Tax, and Grand Total.

Billing & Shipping Address:

• Billing Address: Address, City, State, Country, and Postal Code fields.
• Shipping Address: Address, City, State, Country, and Postal Code fields.
• A Copy Billing to Shipping button auto-fills the shipping address from the billing details.

Order Information:

• Order Name: Enter the order name (e.g., Annual Hardware Order 2025)
• Description: Describe the purpose or details of this order
• Quote: Select the associated quote from the dropdown
• Account: Select the account from the dropdown
• Order Date: Auto-filled with the current date, editable
• Delivery Date: Select the expected delivery date
• Status: Set the order’s status (e.g., Draft)
• Assign To: Select the user responsible for the order

Contacts & Shipping Provider:

• Billing Contact: Select the billing contact from the dropdown
• Shipping Contact: Select the shipping contact from the dropdown
• Shipping Provider: Select the shipping provider from the dropdown

Products:

• Click Add Product to add a product row to the order.
• Each row includes: Product (dropdown), Qty, Unit Price, Discount Type (e.g., None), Discount Val, Tax, and Total, with a delete icon to remove the row.
• A running summary shows the Subtotal, Discount, Tax, and Grand Total.

Billing & Shipping Address:

• Billing Address: Billing Address, Billing City, Billing State, Billing Country, and Billing Postal Code fields.
• Shipping Address: Shipping Address, Shipping City, Shipping State, Shipping Country, and Shipping Postal Code fields.
• A Copy to Shipping button auto-fills the shipping address from the billing details, and a Collapse toggle hides or expands this section.

Invoice Details:

• Invoice Name: Enter the invoice name
• Sales Order: Select the associated sales order from the dropdown
• Quote: Select the associated quote from the dropdown
• Opportunity: Select the associated opportunity from the dropdown
• Account: Select the account from the dropdown
• Contact: Select the contact from the dropdown
• Invoice Date: Auto-filled with the current date, editable
• Due Date: Select the invoice due date
• Status: Set the invoice’s status (e.g., Draft)
• Assign To: Select the user responsible for the invoice
• Description: Enter the invoice description
• Notes: Enter any additional notes

Billing Information:

• Billing Address: Enter the billing address
• City: Enter the city
• State: Enter the state
• Country: Enter the country
• Postal Code: Enter the postal code
• Terms: Enter the payment terms and conditions

Invoice Product:

• Click Add Product to add a product row to the invoice.
• Each row includes: Product (dropdown), Qty, Unit Price, Discount Type (e.g., None), Discount Value, Tax, and Total, with a delete icon to remove the row.
• A running summary shows the Invoice Summary with Subtotal, Discount, Tax, and Total.
• The number of products added is displayed at the bottom left (e.g., “0 Product added”).

Basic Information:

• Receipt Order Name: Enter the receipt order name (e.g., Q1 Supplier Receipt)
• Description: Enter an optional description about this receipt order
• Purchase Order: Select the associated purchase order from the dropdown
• Return Order: Select the associated return order from the dropdown
• Account: Select the account from the dropdown
• Contact: Select the contact from the dropdown
• Receipt Date: Auto-filled with the current date, editable
• Expected Date: Select the expected date
• Status: Set the receipt order’s status (e.g., Pending)
• Assigned To: Select the user responsible for the receipt order

Products:

• Click Add Product to add a product row to the receipt order.
• Each row includes Product (dropdown), Qty, Unit Price, Discount Type (e.g., None), Discount Value, Tax, and Line Total, with a delete icon to remove the row.
• A running summary shows the Subtotal, Discount, Tax, and Grand Total.

Additional Notes:

• Enter any additional notes about the receipt order.

Purchase Order Details:

• Purchase Order Name: Enter the purchase order name (e.g., Q3 Raw Materials Restock)
• Description: Enter a brief description of this purchase order
• Sales Order: Select the associated sales order from the dropdown
• Account: Select the account from the dropdown
• Billing Contact: Select the billing contact from the dropdown
• Shipping Contact: Select the shipping contact from the dropdown
• Status: Set the purchase order’s status (e.g., Draft)
• Order Date: Auto-filled with the current date, editable
• Expected Delivery Date: Select the expected delivery date
• Assign To: Select the user responsible for the purchase order

Products:

• Click Add Product to add a product row to the purchase order.
• Each row includes Product (dropdown), Qty, Unit Price, Discount Type (e.g., None), Discount Val, Tax, and Total, with a delete icon to remove the row.
• A running summary shows the Subtotal, Discount, Tax, and Grand Total.

Order Details:

• Delivery Order Name: Enter the delivery order name (e.g., Q1 Hardware Delivery)
• Description: Enter optional notes about this delivery
• Sales Order: Select the associated sales order from the dropdown
• Account: Select the account from the dropdown
• Contact: Select the contact from the dropdown
• Shipping Provider: Select the shipping provider from the dropdown
• Delivery Date: Auto-filled with the current date, editable
• Expected Delivery Date: Select the expected delivery date
• Status: Set the delivery order’s status (e.g., Pending)
• Shipping Cost: Enter the shipping cost
• Assigned To: Select the user responsible for the delivery order

Products:

• Click Add Product to add a product row to the delivery order.
• Each row includes Product (dropdown), Quantity, Unit Weight (kg), and Total Weight (kg), with a delete icon to remove the row.

Delivery Address:

• Delivery Address: Enter the delivery address
• Delivery City: Enter the delivery city
• Delivery State: Enter the delivery state
• Delivery Country: Enter the delivery country
• Delivery Postal Code: Enter the delivery postal code
• Delivery Notes: Enter any special delivery instructions (e.g., Leave at reception, handle with care)

Basic Information:

• Return Order Name: Enter the return order name (e.g., Defective Items Return)
• Sales Order: Select the associated sales order from the dropdown
• Account: Select the account from the dropdown
• Contact: Select the contact from the dropdown
• Shipping Provider: Select the shipping provider from the dropdown
• Return Date: Auto-filled with the current date, editable
• Status: Set the return order’s status (e.g., Pending)
• Return Reason: Select the reason for return from the dropdown (e.g., Other)
• Assigned To: Select the user responsible for the return order
• Description: Enter an optional description about this return order
• Reason Description: Describe the reason for return in detail

Available Product from Sales Order:

• Lists each product on the sales order with its Available Qty, Unit Price, Tax, and Total
• Click Add to Return to move a product into the Return Product table below; the button changes to Added once selected

Return Product:

• Lists each product added for return, with an editable Return Qty, Unit Price, Tax, and Total, plus a delete icon to remove it
• A Return Summary shows the Subtotal, Tax, and Total Return Amount for the selected products

Additional Notes:

• Notes: Enter any additional notes about the return order

Step 1: Basic Details

• Name: Enter the product name
• SKU: Enter the product SKU
• Category: Select the product category from the dropdown
• Brand: Select the brand from the dropdown
• Tax: Select the applicable tax rate from the dropdown
• Description: Enter the product description

Step 2: Pricing & Units

• Price: Enter the product price
• Stock Quantity: Enter the available stock quantity

Step 3: Media Gallery

• Main Image: Click Browse to select the main product image
• Additional Images: Click Browse to select additional product images

Step 4: Assignment

• Assign To: Select the user responsible for the product
• Status: Set the product’s status

Adding a New Tax

The Add New Tax panel on the left lets you create a new tax.

• Tax Name: Enter the name of the tax
• Type: Choose the tax type
• Rate: Enter the tax rate value
• Description: Enter a brief description of the tax
• Status: Set the tax as Active or Inactive

Click Add Tax to save the new tax.

Taxes List

The panel on the right displays all existing taxes.

• Use the Search taxes bar to find a specific tax. Use the Status dropdown to refine the list, then click Search to apply the filter or Reset to clear it.

Each tax in the list displays:

• Tax: A color-coded icon along with the tax name and a short description
• Rate: The tax rate percentage
• Type: The tax type
• Status: Whether the tax is currently Active or Inactive

Each row includes the following action icons on the right side:

• Edit: Opens the tax details for editing
• Deactivate/Activate: Toggles the tax between Active and Inactive
• Delete: Permanently removes the tax

Adding a New Brand

The Add New Brand panel on the left lets you create a new brand.

• Brand Name: Enter the name of the brand
• Website: Enter the brand’s website URL
• Description: Enter a brief description of the brand
• Status: Set the brand as Active or Inactive

Click Add Brand to save the new brand.

Brands List

The panel on the right displays all existing brands.

• Use the Search brands bar to find a specific brand. Use the All Statuses dropdown to refine the list, then click Search to apply the filter or Reset to clear it.

Each brand in the list displays:

• Brand: A color-coded icon along with the brand name and a short description
• Website: A clickable link to the brand’s website
• Status: Whether the brand is currently Active or Inactive

Each row includes the following action icons on the right side:

• Edit: Opens the brand details for editing
• Deactivate/Activate: Toggles the brand between Active and Inactive
• Delete: Permanently removes the brand

Adding a New Category

The Add New Category panel on the left lets you create a new category.

• Category Name: Enter the name of the category
• Slug: Enter a URL-friendly identifier for the category
• Description: Enter a brief description of the category
• Status: Set the category as Active or Inactive

Click Add Category to save the new category.

Categories List

The panel on the right displays all existing categories.

• Use the Search categories bar to find a specific category. Use the Active dropdown to refine the list, then click Search to apply the filter or Reset to clear it.

Each category in the list displays:

• Category: A color-coded icon along with the category name and a short description
• Slug: The URL-friendly identifier for the category
• Status: Whether the category is currently Active or Inactive

Each row includes the following action icons on the right side:

• Edit: Opens the category details for editing
• Deactivate/Activate: Toggles the category between Active and Inactive
• Delete: Permanently removes the category

Dashboard View

Clicking Dashboard View switches the Announcements page to a card-based layout showing company-wide announcements and notices. Click List View to return to the table layout.

The status tabs let you filter announcements by their current state: All, Featured, Upcoming, or Expired.

Each announcement card displays:

• Title: The title of the announcement, along with tags indicating whether it’s Featured and its category.
• Description: A short preview of the announcement content
• Date Range: The start date and, if applicable, the end date of the announcement
• Author: The avatar of the user who created the announcement

Each card includes a View icon to open the announcement details.

Adding a New Announcement

Clicking Add Announcement opens a form to create a new announcement.

• Title: Enter the title of the announcement
• Content: Enter the announcement content using the rich text editor, which supports formatting options such as bold, italic, strikethrough, alignment, lists, quotes, links, and code blocks
• Announcement Category: Select the category the announcement belongs to
• Start Date / End Date: Select the dates the announcement should be active
• Status: Set the announcement as Active, Inactive, or Expired
• Featured: Check this box to mark the announcement as featured

Adding a New Category

The Add New Category panel on the left lets you create a new announcement category.

• Name: Enter the name of the category
• Description: Enter a brief description of the category
• Status: Set the category as Active or Inactive

Click Add Category to save the new category.

Announcement Categories List

The panel on the right displays all existing announcement categories.

• Use the Search announcement categories bar to find a specific category. Use the Active dropdown to refine the list, then click Search to apply the filter or Reset to clear it.

Each category in the list displays:

• Category: A color-coded icon along with the category name and a short description
• Status: Whether the category is currently Active or Inactive

Each row includes the following action icons on the right side:

• Edit: Opens the category details for editing
• Deactivate/Activate: Toggles the category between Active and Inactive
• Delete: Permanently removes the category

Project Cards

Each project card displays:

• Project Name: The title of the project
• Task Progress: The number of completed tasks out of total tasks, along with the completion percentage
• Assigned To: The photo of the user assigned to the project
• Deadline: The project’s due date
• Tags: The project’s status (e.g., Active, On Hold, Completed) and priority (e.g., Medium, High, Urgent)
• Budget: The allocated budget for the project

Each card includes a “…” menu with the following actions:

• View Project: Opens the project details page
• Change Status: Opens a dialog where you can update the project’s status to Active, Inactive, Completed, or On Hold, then confirm the change.
• Edit: Opens the project details for editing
• Delete: Permanently removes the project

Clicking View Project opens the project’s details page.

• Header: Displays the project name, code, priority, and status, along with Kanban View and Gantt View buttons
• Description: A short summary of the project
• Task Progress: Shows the overall completion percentage and a breakdown of tasks by status, along with the total tasks completed
• Account Information: The account linked to the project, along with its contact phone number
• Timeline: The project’s start date, end date, and creation date
• Budget & Assignment: The project budget, the user assigned to the project, and the user who created it
• Description: The full project description

Adding a New Project

Clicking Add Project opens a form to create a new project.

• Project Name: Enter the name of the project
• Description: Enter the project description
• Account: Select the account the project belongs to
• Start Date / End Date: Select the project’s start and end dates
• Budget: Enter the project budget
• Priority: Set the priority as Low, Medium, High, or Urgent
• Status: Set the project as Active, Inactive, On Hold, or Completed
• Assign To: Select the user responsible for the project

Adding a New Task

Clicking Add Task opens a form to create a new task.

• Task Title: Enter the title of the task
• Description: Enter the task description
• Project: Select the project the task belongs to
• Parent Task: Select a parent task if this is a subtask
• Start Date / Due Date: Select the task’s start and due dates
• Priority: Set the priority as Low, Medium, or High
• Status: Set the task status as To Do, In Progress, Review, or Done
• Estimated Hours: Enter the estimated hours required for the task
• Actual Hours: Enter the actual hours spent on the task
• Progress (%): Enter the current completion percentage
• Assign To: Select the user responsible for the task

Adding a New Task Status

The Add New Task Status panel on the left lets you create a new task status.

• Status Name: Enter the name of the status
• Color: Choose a color swatch or enter a hex code (e.g., #6B7280) to visually distinguish the status
• Description: Enter a brief description of the status
• Status: Set the task status as Active or Inactive

Click Add Task Status to save the new task status.

Task Status List

The panel on the right displays all existing task statuses.

• Use the Search task statuses bar to find a specific task status. Use the Active dropdown to refine the list, then click Search to apply the filter or Reset to clear it.

Each task status in the list displays:

• Task Status: A color-coded icon along with the status name and a short description
• Status: Whether the task status is currently Active or Inactive

Each row includes the following action icons on the right side:

• Edit: Opens the task status details for editing
• Deactivate/Activate: Toggles the task status between Active and Inactive
• Delete: Permanently removes the task status

Users list

The Users list displays each entry with the following columns:

• Name: The user’s full name, profile photo, and email address
• Roles: The role(s) assigned to the user (e.g., Manager, HR, Employee)
• Joined: The date the user was added to the system

The Actions column on the right provides five options for each user:

• Reset Password: Opens a modal to set a new password for the user
• Toggle Status: Activates or deactivates the user account
• View: Opens the full user details page
• Edit: Opens the user account for editing
• Delete: Removes the user from the system

When you click Reset Password, a modal opens with the following fields:

• New Password: Enter the new password for the user
• Confirm Password: Re-enter the new password to confirm

Login History

Clicking the Login History icon at the top of the page opens the Login History page, which displays a record of all user login activity. The top right of the page includes a Back button to return to the Users Management page.

The page includes a search bar with a Search button to filter records.

The Login History list displays each entry with the following columns:

• User: The user’s name and email address
• User Type: The user role (e.g., Employee, HR)
• IP Address: The IP address from which the user logged in
• Login Date: The date and time of the login
• Details: The browser and operating system used

The Actions column on the right provides two options for each login record:

• View: Opens the full login details
• Delete: Removes the login record from the list

Add New User

Clicking the Add User button opens a modal form where the admin can create a new user account. The form captures the following information:

• Name: Enter the user’s full name
• Email: Enter the user’s email address
• Password: Enter the password for the account
• Confirm Password: Re-enter the password to confirm
• Role: Select the role to assign to the user from the dropdown

Roles list

The Roles list displays each entry with the following columns:

• Name: The role name (e.g., Employee, Manager, HR)
• Permissions: A preview of the assigned permissions with a “+X more” indicator showing the total count
• Created At: The date the company role was registered on the platform

The Actions column on the right provides three options for each role:

• View: Opens the full role details page
• Edit: Opens the role for editing
• Delete: Removes the role from the list

When you click View on any role, it opens its dedicated role details page. The page is organized into the following sections:

• Role Information: Displays the Role Name, Slug, Total Permissions count, and Description.
• Assigned Permissions: Lists all permissions assigned to this role, grouped by module (e.g., Dashboard, Media, Branches, Departments, Employees, Meetings, Assets). Each module displays its specific permission tags such as Manage, Create, View, Edit, Delete, and Approve actions.

Add New Role

Clicking the Add Role button opens a modal form where the admin can create a new role. The form is organized into two sections:

• Role Information: Enter the Role Name (e.g., HR Manager, Accountant) and a brief Description of the role.
• Role Permissions: Select the permissions to assign to the role using the checkboxes. Permissions are grouped by module (e.g., Dashboard, Users, Roles, Media, Branches, Departments, Employees, Meetings, Assets, Training, Leaves, Payroll), with each module offering specific actions like Manage All, Create, View, Edit, and Delete. The admin can select individual permissions or entire modules as needed.

Subscribe to a Plan

Clicking the Subscribe Now button opens a modal where the company can complete the subscription. The modal displays the selected plan and billing cycle at the top, followed by the following fields:

• Select Payment Method: Choose from available payment options including Bank Transfer, Stripe, and PayPal
• Coupon Code (Optional): Enter a coupon code and click Apply to receive a discount
• Subtotal: Displays the plan cost before discounts
• Total: Displays the final amount to be paid after any discounts

Once the payment method is selected and any coupon applied, clicking the Pay $49.99 button confirms the subscription. The Cancel button closes the modal without processing any payment.

A company profile card is pinned to the bottom of the left sidebar at all times, visible on every page of the Company Admin panel. This card displays the company’s profile photo along with its current plan name (e.g., Pro), and includes an Upgrade button to switch to a higher plan.

Clicking the profile photo or company name on this card opens a popover menu directly above it, showing the company name and email at the top, followed by quick links to Referral Program, Plans, Settings, and Log out, giving the admin fast access to account-related pages without navigating through the main sidebar menu.

Plan Requests list

The Plan Requests list displays each entry with the following columns:

• Company: The company name, profile photo, and email address that submitted the request
• Plan: The plan being requested (e.g., Free, Pro)
• Duration: The billing cycle of the requested plan (e.g., Monthly, Yearly)
• Status: The current state of the request (Pending, Approved, Rejected)
• Request Date: The date the request was submitted

Adding a New Webhook

Clicking Add Webhook opens a form to create a new webhook.

• Module: Select the module that should trigger the webhook
• Method: Select the HTTP method to use (e.g., GET, POST)
• URL: Enter the destination URL the webhook should send data to