Add, Edit, and Delete Manager Profiles
Add, Edit, and Delete Manager Profiles
Manage your team’s access seamlessly by adding, editing, or deleting manager profiles in the Perkstar Digital Wallet platform.
Adding a Manager Profile
Navigate to the Managers Screen:
Log in to the Digital Wallet platform and select Managers from the left-hand menu.
Add Manager Details:
Click the Add Manager button located at the bottom of the Managers grid or on the Create Manager tile.
In the Add Manager popup, fill out the following fields:
Full Name: Enter the manager’s complete name.
Email: Provide the manager’s email address.
Contact Number: Enter the manager’s phone number.
Password: Create a password and confirm it by re-entering it in the Repeat Password field.
Location: Assign a location using the dropdown menu.
Notes (Optional): Add any additional instructions.
Control Email Invitation:
To disable the automatic email invitation, toggle off Send access to email.
Complete the Process:
Click the Create button to save the profile.
The new manager will appear in the Managers grid.
Visual Guide Prompt: Include a GIF showing navigation to the Managers screen and adding a new manager.
Editing a Manager Profile
Locate the Profile:
In the Managers grid, click the pencil icon next to the manager you want to edit.
Make Changes:
The Edit Manager popup will display the current details. Update the fields as needed.
Save Updates:
Click the Save button to apply the changes.
Visual Guide Prompt: Add a GIF showing the process of editing a manager’s profile.
Deleting a Manager Profile
Select the Profile:
In the Managers grid, click the manager’s name to open their profile details.
Access the Delete Option:
Scroll to the bottom of the Information section and click the Delete button.
Confirm Deletion:
A Delete Manager popup will appear. Click the Remove button to confirm.
Visual Guide Prompt: Include a GIF showing the process of deleting a manager profile.
With these steps, you can efficiently manage team access by adding, editing, or removing manager profiles as needed.
Manage your team’s access seamlessly by adding, editing, or deleting manager profiles in the Perkstar Digital Wallet platform.
Adding a Manager Profile
Navigate to the Managers Screen:
Log in to the Digital Wallet platform and select Managers from the left-hand menu.
Add Manager Details:
Click the Add Manager button located at the bottom of the Managers grid or on the Create Manager tile.
In the Add Manager popup, fill out the following fields:
Full Name: Enter the manager’s complete name.
Email: Provide the manager’s email address.
Contact Number: Enter the manager’s phone number.
Password: Create a password and confirm it by re-entering it in the Repeat Password field.
Location: Assign a location using the dropdown menu.
Notes (Optional): Add any additional instructions.
Control Email Invitation:
To disable the automatic email invitation, toggle off Send access to email.
Complete the Process:
Click the Create button to save the profile.
The new manager will appear in the Managers grid.
Visual Guide Prompt: Include a GIF showing navigation to the Managers screen and adding a new manager.
Editing a Manager Profile
Locate the Profile:
In the Managers grid, click the pencil icon next to the manager you want to edit.
Make Changes:
The Edit Manager popup will display the current details. Update the fields as needed.
Save Updates:
Click the Save button to apply the changes.
Visual Guide Prompt: Add a GIF showing the process of editing a manager’s profile.
Deleting a Manager Profile
Select the Profile:
In the Managers grid, click the manager’s name to open their profile details.
Access the Delete Option:
Scroll to the bottom of the Information section and click the Delete button.
Confirm Deletion:
A Delete Manager popup will appear. Click the Remove button to confirm.
Visual Guide Prompt: Include a GIF showing the process of deleting a manager profile.
With these steps, you can efficiently manage team access by adding, editing, or removing manager profiles as needed.