Monitor and manage your team’s performance effectively with detailed manager statistics available in the Perkstar Digital Wallet platform.

Accessing Manager Statistics

1. Navigate to the Managers Screen:

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

2. Explore the Managers Grid:

   • View 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 statistics grid.

Viewing Individual Manager Profiles

1. Select a Manager:

   • Click the username of a manager to access their profile.

2. Manager Profile Details:

   • View 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.

3. Review Recent Transactions:

   • Scroll to the Last Transactions grid to view detailed transaction records with columns such as:

     • User Name

     • Date

     • Phone

     • Device

     • Template

     • Event

     • Amount

     • Balance

     
     

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

Adding a New Manager Profile

1. Initiate Profile Creation:

   • Click the Add Manager button at the bottom of the Managers grid or on the Create Manager tile.

2. Record Manager Details:

   • Fill out the following fields in the Add Manager popup:

     • Full Name

     • Email

     • Contact Number

     • Password and Repeat Password

     • Location (select from dropdown)

     • Notes (optional)

3. Control Email Invitation:

   • Toggle Send access to email off if you do not want to send an email invitation.

4. Save Profile:

   • Click the Create button to add the manager.

   • The new profile will appear in the Managers grid.

   
   

   Visual Guide Prompt: Include a GIF showing how to create a new manager profile.

Editing an Existing Manager Profile

1. Locate the Manager:

   • In the Managers grid, click the pencil icon next to the manager you want to edit.

2. Make Updates:

   • Update fields in the Edit Manager popup as needed.

3. Save Changes:

   • Click the Save button to apply updates.

   
   

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

Deleting a Manager Profile

1. Open the Profile:

   • Click the manager’s name in the Managers grid to access their profile details.

2. Delete the Profile:

   • Scroll to the bottom of the Information section and click the Delete button.

3. Confirm Deletion:

   • In the Delete Manager popup, click the Remove button to confirm.

   
   

   Visual Guide Prompt: Include a GIF showing the deletion process.

With these tools, you can effectively monitor, manage, and adjust team access, ensuring smooth operation across all management activities.