This Web Application is used by Company Admin. This documentation describes the functionalities which can be performed by Company Admin (Partner Company Admin).
Company Admin has the following privileges:
View list of all Referrals which include Verified, Unverified, Working, Sold and Closed
View list of all Advocates which include Active and Inactive. Company Admin can view the detail of a particular Advocate and referral submitted by that Advocate
View list of Sales Rep and Sales Managers who are Active and Inactive
Add/Edit Sales Rep and Sales Manager
Can send a message to all contacts
Can view feeds according to year
Can transfer funds to Advocator
Manage Email Marketing module add/edit/delete Email Template. Change Status (Active/Inactive) of a particular Email Template
Company Admin can send Email to different users who are associated with his/her company. Each Company Partner Company has users like Admin, Advocator, Sales Representative, CRM Admin, Sub Admin (Partner Company), Referrals, etc.
Manage Push Notifications add/edit/delete Push Notification Template. Change Status of (Active/Inactive) of a particular Push Notification Template
Company Admin can send a push notification to all the Advocates who are associated with his/her company
Manage Users (add/edit/delete) users, search user by (first name/last name/ Email Address) or filter by selecting role. Change status of (Active/Inactive) user, set the permission of a user
Manage Roles (add/edit) roles, set permission for each role
Submit a Request: Company Admin can submit a request or raise a ticket for GTR Admin to look at a problem or perform a task.
Manage settings which include general settings, profile settings, can set terms & conditions for Advocates in Advocator App, Email Notification settings, can set permission for Advocator App to share App Link on Social Media, add a new product, set payment options for Advocator App.
