Easily manage and review manager profiles within the Perkstar Digital Wallet platform. Here’s how you can view, edit, and understand the details of manager accounts.

Viewing Manager Profiles

1. Access the Managers Screen:

   • Log in to the Digital Wallet platform and select Managers from the left-hand menu.

2. Explore the Managers Grid:

   • The Managers screen displays all existing managers in a tabulated format, with columns such as:

     • User Name

     • Created

     • Notes

     • Location

     • Status

     
     

   Visual Guide Prompt: Include a GIF showing navigation to the Managers screen and exploring the grid.

3. View Profile Details:

   • Click the username of a manager to access their profile. The Manager Profile screen displays the following:

     • Basic Details: Displayed as tiles, including:

       • Name

       • Registration Date

       • Status

       • Location

       • Number of Transactions

       • Last Transaction Date

       
       

   Visual Guide Prompt: Add a GIF highlighting the tiles and their content.

4. Review Transactions:

   • Scroll down to the Last Transactions grid to view the manager’s recent activity, displayed in columns:

     • User Name

     • Date

     • Phone

     • Device

     • Template

     • Event

     • Amount

     • Balance

     
     

   Visual Guide Prompt: Include a GIF showcasing the transactions grid.

Editing Manager Details

1. Locate the Information Section:

   • Within the Manager Profile screen, navigate to the Information section where account details are displayed in an editable format.

2. Update the Fields:

   • Make the necessary changes to fields such as:

     • Name

     • Email

     • Phone

     • Location

3. Save Changes:

   • Click the Save button to apply updates.

   
   

   Visual Guide Prompt: Add a GIF demonstrating the editing and saving process.

With these features, you can easily manage and review manager profiles, ensuring your team stays organized and efficient.