Account Management
In the Account Management page simply navigate to Account Management tab in Account Settings page.
Only users with role level higher than "Operation Officer" level can access the Account Management page
This section covers
- How to use the Account Management table
- How to add new users
- How to edit existing user's information
- How to delete user account
The image below shows a general overview of the user interface of the account management page. The page is designed to make managing accounts easy for the user and avoiding a big learning curve.
1. Add new users button
There are two ways a new user can be added. Getting a sharable link or QR Code and manually inserting new user information on this website. Information on how to add new users can be found in Adding new users section of the documentation.
2. Table Customisation and Refreshing table
Clicking on "Refresh" will update the table to get the latest data from the database.
"Show Customization" allows the user to edit the table to the user's liking and needs. Here the user can sort, group, filter or choose columns the user wants to appear on the table.
If the user wants to cancel all changes made, simply press the 🞨 button on the top left corner of the popup.
The user can also change the order of the selected columns that are displayed by press and hold the drag icon in front of the column name and drag it to sort and reorder the columns to however the user wants.
When all changes are satisfied by the user, simply press on the tick button to apply the changes made.
The default sorting for the table is descending "Invoice Date" and "Invoice Number". To sort the columns, please refer to the image below:
- To add coloumns to sort, click the checkbox.
- To remove a column from sort, click the red 🞨 button or uncheck the red button.
- To change from descending to ascending or vice versa, simply click the descending or ascending button next to the 🞨 button.
To group the column, please refer to the image below:
To add columns to group, click on the checkbox.
To remove a column from grouping, click the red 🞨 button or uncheck the check button.
To filter the table, simply click on the column and enter in the text you want it to filter by or for example, the user wants to filter accounts by role, simply click on the column and choose the role the user wants to filter by.
To choose which columns will be shown or not shown in the table, simply click on the eye button of each column. The crossed out eye button indicates that the crossed out column will not be shown.
3. Search box
In this box, you can enter text to search anything relevant to accounts associated with the merchant. For example, the user can search for users with the Role "Employee".
4. Table Heading and Column
By clicking on the column's name, the user can sort that column by descending order, or click again to sort the column by ascending order. The user can check whether the column is sort in descending or ascending by looking at which direction the arrow is pointing. If the arrow is facing downwards, the column is sorted in descending order and if the arrow is facing upwards, the column is sorted in ascending order.
The user can also click and hold the column's name and drag the column to rearrange where the user wants the column to be in on the table.
5. Applying and Clearing filter(s)
The user can apply filters on any column by inputting the filter condition in the row.
By clicking on the clear button that appears when the user filter column(s) you can clear all filters. Alternatively, when there are multiple filters, the user can clear unnecessary ones by clicking on the 🞨 button that appears next to the filtered condition in the column.
6. Actions
There are three actions that the user can perform on an account in the table. These are:
Edit - Allows the user to edit account's information that have role level below the user, for more information please navigate to Editing users section
Delete - Allow the user to remove an account that has role level below the user, for more information please navigate to Deleting users section
Reset Password - In case someone in the account list forgets their password and couldn't login into the service, the user can click on Reset Password for them. Clicking on this will send an email to the associated user to reset a password. The email looks like this:
