Admin

The Admin menu includes: User, Account, and Subscription Type masters.

This menu will be displayed to the user based on their assigned policies.

Add User:

• To add a new user, initiate the process by clicking the “Add User” button situated on the “Manage User” page.

Fig 4.1

• The “Add User” page comprises the subsequent information fields.

  

• Enter the individual's name, email address, phone number, and proceed to choose the appropriate policy group from the dropdown.

• Select the corresponding team head from the available options.

• After furnishing accurate and essential details, conclude the process by clicking the “Update” button to successfully add the user.

Manage User:

• Within this segment, an inclusive listing of users, as added by admins and owner, is accessible.(refer Fig 4.1)

• You can use the Quick Search and Name filter to discover a specific individual user, then click “Search” to start your search.

• Moreover, an option is provided to display the team members under the purview of a specific team head.

• This particular page comprehensively presents the details of the users who have been created.

Edit User:

• If you need to make changes to a user's information, you can access the “Edit User” option, by clicking the “Tag” icon located on the “Manage User” page.



• Upon accessing the “Edit User” page, you are empowered to make necessary modifications to the user's particulars and click the “Update” button to save the changes.



• Additionally, you can map a specific policy to the user using the “Policy” Tab.



• Furthermore, comprehensive log information is at your disposal in the “Event Log” tab.

Add Account:

• To add a new account, begin the process by clicking the “Add Account” button situated on the “Manage Account” page.

Fig 4.2

• The “Add Account” page includes the following information fields.

  

• Enter the account name, account code, and select the account type.

• If you want to create a title account, select the title account checkbox.

• If you need to add a parent account, uncheck the title account checkbox and select the parent account from the dropdown.

• If you select the account type as “Liability”, you’ll have the option to check the cash account checkbox if needed.

• After providing accurate and essential details, complete the process by clicking the “Update” button to successfully add the account.

Manage Account:

• Within this segment, you’ll find a comprehensive list of accounts added by admins and owner.(refer Fig 4.2)

• You can use the Quick Search and Other filters to discover a specific individual account, then click “Search” to start your search.

• This page provides detailed information about the created accounts.

Edit Account:

• If you need to make changes to an account’s information, you can access the “Edit Account” option, by clicking the “Tag” icon located on the “Manage Account” page.

• On the “Edit Account” page, you have the authority to make necessary modifications to the account’s particulars.

• After making changes, click the “Update” button to save the changes.

Note: Please note that default accounts cannot be edited, but you can view default accounts.

Purpose of Cash Account Checkbox:

Differentiates liability accounts that handle cash transactions.

Account Type:

Controls which accounts are selectable in the Receipt/Payment "To/From Account" dropdowns.

Account Rules

Receipt Vouchers: Track incoming funds from members, donations, or income sources. The money flows into cash or bank accounts.

Payment Vouchers: Track outgoing funds for expenses or asset purchases, deducting from cash or bank accounts.

Add Subscription Type:

• To add a new subscription type, initiate the process by clicking the “Add Subscription Type” button located on the “Manage Subscription Type” page.

Fig 4.3

• The “Add Subscription Type” page comprises the subsequent information fields.

  

• Enter the subscription type.

• Now, complete the process by clicking the “Update” button to successfully add the subscription type.

Manage Subscription Type:

• Within this segment, you will find a comprehensive list of subscription types added by admins and owner, is accessible.(refer Fig 4.3)

• You can utilize the Quick Search filter to locate a specific subscription type, then click “Search” to begin your search.

• This page provides detailed information about the subscription types.

Edit Subscription Type:

• If you need to make changes to the subscription type, you can access the “Edit Subscription Type” option, by clicking the “Tag” icon located on the “Manage Subscription Type” page.

• On the “Edit Subscription Type” page, you have the authority to make necessary modifications to the subscription type.

• After making the desired changes, click the “Update” button to save the changes.

Manage Field:

• To access the manage field, click the “Manage Field” option from the “Admin” menu.

• In this segment, you have the capability to observe all fields that have been utilized for member and receipt addition.(refer Fig 4.4)

Fig 4.4

• For precise field identification, the Quick Search and filtering functionalities are available, Click “Search” button to start your search.

• This specific page offers a comprehensive display of the details related to member and receipt fields.

Edit Field:

• If you need to make changes to a field’s label and mandatory, you can access the “Edit Field” option, by clicking the “Tag” icon located on the “Manage Field” page.

• Any changes made to the label and mandatory of the field will be reflected on the member and receipt.

• Upon accessing the “Edit Field” page, you have the authority to make necessary modifications to the field's particulars and click the “Update” button to save the changes.

Note:

• Only the enabled fields will show up on member and receipt. You can disable fields if necessary.

• For default fields, you can only edit the field caption.

Add Telegram Configuration:

In order to receive real-time updates whenever a receipt is added, we have implemented a Telegram configuration feature.

Users can set up configurations for receipt addition.

This integration allows us to send automated messages to the designated group on Telegram, providing valuable information to users.

1. Verify the Telegram Bot:

   • The first step involves verifying the Telegram bot. You can do this by visiting the provided link: https://help.office.robeeta.com/portal/books/circle7usermanual/telegrambotverification.

2. Create a New Telegram Group:

   • Open Telegram and click on “New Group” from the side menu. Give the group a name and click “Next”. Add “SathyaInfo Robot” to the group and click “Create” to finalize the group creation.

   

3. Start a Chat:

   • Once the group is created, start a chat by typing “/start”. You will receive a message containing the chat ID, which serves as your chat guid in Circle7.

   

4. Receive Updates:

   • Now, whenever a receipt is added, you will receive messages in the group you created.

   

By completing these steps, you'll successfully configure Telegram to receive real-time notifications, enabling efficient monitoring of receipt addition within your premises.

Follow these steps to add telegram configuration:

• To add a new telegram configuration, users must choose the type of notification they wish to set up in “Type” field.

Fig 4.5

• The “Add Telegram Configuration” page comprises the subsequent information fields.

  

• When adding a new configuration, users must choose the type of notification they wish to set up in Type field.

• Enter the group name.

• To ensure the messages are sent to the correct Telegram group, users need to input the unique Chat Guid associated with the group.

• Once the necessary details are filled in, clicking the “Update” button will save the configuration, activating the real-time notification system.

Manage Telegram Configuration:

• The “Manage Telegram Configuration” page serves as a centralized hub for overseeing all Telegram configurations in use.(refer Fig 4.5)

• To find a particular configuration swiftly, users can utilize the “Search” feature.

• With this advanced Telegram configuration system in place, users will receive timely updates on receipt addition, enhancing overall awareness and efficiency within the company premises.

• This particular page comprehensively presents the details of the configurations have been added.

Edit Telegram Configuration:

• If you need to make changes to the configuration, you can access the “Edit Telegram Configuration” option, by clicking the “Tag” icon located on the “Manage Telegram Configuration” page.

• The edit page allows users to manage and fine-tune their Telegram configurations as needed. Users can enable or disable a particular configuration based on their preferences.

• To make changes to an existing Telegram configuration, users can access the edit page, which provides an overview of all active configurations.

• If the user wants to temporarily stop receiving notifications for a type, they can disable the configuration. Conversely, when they wish to resume receiving updates, they can enable it again.

• After any modifications are made, clicking the “Update” button will save the changes and apply the updated configuration settings.