partner overview & integration
tutorial and demo

Upon entering the partner’s card, your next step is to navigate to the user’s tab. By clicking on the user’s tab, you can seamlessly add an unlimited number of users to the platform.

Effortlessly locate the plus icon, and upon tapping it, a popup will appear, prompting you to input the necessary information for each user.

Once you have entered all the relevant details, proceed by tapping the add button. This simple action finalises the process and incorporates the new users seamlessly.

In order to disable a user, direct your attention to the action column and locate the red X symbol. By tapping on this icon, you can effectively initiate the process of disabling the selected user.

To edit a user's information, tap the edit icon, which takes you back to the initial popup where you added the user.

Update the user's data and then tap "Update" to save.

When it comes to deleting users, you have multiple options available. To delete a single user, simply tap the bin icon found in the action panel of the selected user. However, if you intend to remove multiple users simultaneously, follow these steps.

First, click the checkboxes situated to the left of each user's row. Afterward, direct your attention to the bin icon positioned in the top right corner. By following these procedures, you can efficiently manage user deletions based on your specific requirements.

In order to allocate users to specific brands or categories, initiate the process by tapping on the cog icon.

This action will trigger a popup to appear, where you can conveniently manage user access settings. Within this popup, you can choose to grant a user full access across all brands and categories by selecting the appropriate checkboxes.

Moving forward, you will be able to select your preferences from the dropdown menus provided for brands and categories 1 and 2. Once you've made your selections, finalize the process by tapping the save button.

This approach empowers you to effectively tailor user permissions based on specific brands and categories.

Within this section, the process of adding multiple factories becomes seamless. By clicking the plus icon, a popup will appear, allowing you to input the data for the required fields.

Should you lack certain information at the moment, rest assured that you can add the missing details at a later time. An additional feature you'll notice is the capability to input a contact's personal details. This can be accomplished by clicking on the add icon located at the end of the popup.

As you proceed, this functionality enables you to ensure comprehensive and accurate factory information.

To begin the upload process, direct your attention to the upload icon situation at the top right of the page.

From this point, you are provided with two options: you can either conveniently drag-and-drop action into the designated grey box area, or you can opt to upload the file from your device by simply tapping the upload icon.

Upon successfully uploading the file, you’re presented with the opportunity to add essential details. These include the document type and name. Furthermore, for documents that necessitate regular resubmission, such as annual audits, you can go a step further and input renewal dates or expiry dates.

This comprehensive approach ensures that your documentation is well-organised and up-to-date.

Initiate the process by tapping on the pen icon located within the action column of the document you wish to edit.

Upon making the necessary updates, it's crucial to finalise the process by tapping the update button. This ensures that all modifications are effectively saved and incorporated.

Should the need arise to download the document onto your device, there is a straightforward method available. Simply tap the download icon located in the action panel.

This action initiates the download process and allows you to conveniently access the document on your device.

To access the document and view its contents, start by tapping on the preview icon, which is conveniently situated within the action panel.

Additionally, you have the option to click the 4 arrows, a feature that enables you to preview the document in full-screen mode.

This approach provides an enhanced and comprehensive view of the document's contents.

The process of renewing a document follows a similar procedure to add a new document. This involves uploading the file either into the designated grey box area or directly from your device.

Once you have successfully uploaded the file, the next step is to tap the Renew button. This straightforward action finalises the renewal process.

When it becomes necessary to remove a single document, you can follow these simple steps. Begin by tapping the bin icon situated within the action panel of the chosen document.

To delete multiple documents, tap the checkboxes to the left side of each document you want to delete, Once you have all the documents selected, navigate your way to the bin icon that is located at the top right of the screen.