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cms:accounts:dialog [31/05/2018 06:06]
irra [Advanced]
cms:accounts:dialog [05/11/2018 07:57] (current)
tagr [Services]
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 The second section lists the [[../​billing/​billing|billing plan]], current balance, blocking limits, and the status of the account: active or blocked. The second section lists the [[../​billing/​billing|billing plan]], current balance, blocking limits, and the status of the account: active or blocked.
  
-The //Balance// row shows the current monetary balance as well as the number of days left (if the option //Block by days// is enabled on the [[#​restrictions|Restrictions]] tab of the same dialog). The row belowspecifies the limits at which the account is supposed to be blocked. Here, the limits are just displayed; they can be modified on the same //​Restrictions//​ tab. +The //Balance// row shows the current monetary balance as well as the number of days left (if the option //Block by days// is enabled on the [[#​restrictions|Restrictions]] tab of the same dialog). The row below specifies the limits at which the account is supposed to be blocked. Here, the limits are just displayed; they can be modified on the same //​Restrictions//​ tab. 
  
-If the account is blocked, the corresponding checkbox is selected and the date of the blocking is shown in addition. If the account is active, the box is unchecked and the date of the estimated blocking is displayed (only if the option //Block by days// is enabled for the account). You can change the state of the checkbox manually if you, for instance, need to unblock the account as sson as the payment arrives. This box can also be checked manually to block the account, however, this strategy works correctly only if the money balance is zero or negative or if the amount of days left is less than 0. Note that to alter the position of the checkbox, there is no need to open the dialog — it can be done in the list of accounts itself, in the //Status// column.+If the account is blocked, the corresponding checkbox is selected and the date of the blocking is shown in addition. If the account is active, the box is unchecked and the date of the estimated blocking is displayed (only if the option //Block by days// is enabled for the account). You can change the state of the checkbox manually if you, for instance, need to unblock the account as soon as the payment arrives. This box can also be checked manually to block the account, however, this strategy works correctly only if the money balance is zero or negative or if the amount of days left is less than 0. Note that to alter the position of the checkbox, there is no need to open the dialog — it can be done in the list of accounts itself, in the //Status// column.
  
 Adding a payment or days is done in the third section of the //General// tab.  Adding a payment or days is done in the third section of the //General// tab. 
  
-To register a payment, enter the sum and comment (obligatory) and click //Registe//. The sum will be added to the current balance, and the payment will be saved in the payment history (see the [[#​statistics|Statistics]] tab).+To register a payment, enter the sum and comment (obligatory) and click //Register//. The sum will be added to the current balance, and the payment will be saved in the payment history (see the [[#​statistics|Statistics]] tab).
  
 If the option //Block by days// is enabled, the field to add days will be available as well. The required number of days can be entered manually or specified using the calendar (the button to the right of the days entry field). Money and days can be added simultaneously in one payment or separately from each other. If the option //Block by days// is enabled, the field to add days will be available as well. The required number of days can be entered manually or specified using the calendar (the button to the right of the days entry field). Money and days can be added simultaneously in one payment or separately from each other.
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 | Geofences| 5:0;-1| 5 geofences can be created for free. The creation of the 6th geofence is prohibited. | | Geofences| 5:0;-1| 5 geofences can be created for free. The creation of the 6th geofence is prohibited. |
  
-The gray icon next to the service means that the state and restrictions for this service are taken from the billing plan assigned to the account. If the state or restrictions have been modified at some point and thus redefined for the account individually,​ the button {{:icons:rename.png?​nolink}} becomes active. Press it to restore the values of the default billing plan. +The gray icon next to the service means that the state and restrictions for this service are taken from the billing plan assigned to the account. If the state or restrictions have been modified at some point and thus redefined for the account individually,​ the button {{:icons:default.png?​nolink}} becomes active. Press it to restore the values of the default billing plan. 
  
 In the //Used// column, you can see the number of objects of the corresponding type, which have already been created in the account. ​ This is relevant only for countable types of services (such as units, drivers, etc.) and makes no sense for uncountable (such as SKD, Eco driving, etc.). In the //Used// column, you can see the number of objects of the corresponding type, which have already been created in the account. ​ This is relevant only for countable types of services (such as units, drivers, etc.) and makes no sense for uncountable (such as SKD, Eco driving, etc.).
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 **Dealer rights**\\ **Dealer rights**\\
-Check this box to create a subdealerIt means this account ​will possess ​the same rights ​as you (access to modules, services, billing plans). Next, specify the billing plans that will be available to this account+Check this box to create a sub-dealer, ie. the account ​with the same rights ​and features ​(access to modules, services, billing plans) ​as the parent account. Next, specify the billing plans that will be available to it
  
-The next three options are connected with restricting the activity of users in case of nonpayment. Usually, these values are either zero or negative (to give users possibility to use the tracking system for some time after the expiration of the balance or days). If these options are not enabled, they will be borrowed from the assigned billing plan or parent account. ​+:!: The //Dealer rights// option cannot be deactivated as long as it is a parent account. 
 + 
 +The next three options are connected with restricting the activity of users in case of nonpayment. Usually, these values are either zero or negative (to give users the possibility to use the tracking system for some time after the expiration of the balance or days). If these options are not enabled, they will be borrowed from the assigned billing plan or parent account. ​
  
 **Block by balance**\\ **Block by balance**\\
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 **Block by days**\\ **Block by days**\\
-Specify the number of days reaching which the account will be blocked. This will work regardless of the //Block by balance// option. If both these parameters are adjusted, an account will be blocked when either of these conditions is met. In this case, the account can be blocked automatically not only with zero or negative balancebut also if the specified number of days has expired. It can be useful for the demo access, for example, or the monthly fee control. When the counter reaches the number of days specified in this field, the service is automatically blocked.+Specify the number of days reaching which the account will be blocked. This will work regardless of the //Block by balance// option. If both these parameters are adjusted, an account will be blocked when either of these conditions is met. In this case, the account can be blocked automatically not only with zero or negative balance but also if the specified number of days has expired. It can be useful for the demo access, for example, or the monthly fee control. When the counter reaches the number of days specified in this field, the service is automatically blocked.
  
 If the //Block by days// option was activated and this state was saved, on the //​[[#​general|General]]//​ tab will appear the balance of days left, as well as the line to add days when registering payment. Days counter decreases automatically every day. :!: The days are counted according to UTC +3.  If the //Block by days// option was activated and this state was saved, on the //​[[#​general|General]]//​ tab will appear the balance of days left, as well as the line to add days when registering payment. Days counter decreases automatically every day. :!: The days are counted according to UTC +3. 
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 ===== Statistics ===== ===== Statistics =====
  
-On the //​Statistics//​ tab you can view all additions to the balance as well as all withdrawals. Define time interval and press //Show//. All payments and withdrawals are shown in the table. Moreover, to see them separately, use a dropdown ​filter (in this case you should press the //Show// button again).+On the //​Statistics//​ tabyou can view all additions to the balance as well as all withdrawals. Define time interval and press //Show//. All payments and withdrawals are shown in the table. Moreover, to see them separately, use a drop-down ​filter (in this case you should press the //Show// button again).
  
 The table shows both payments and added days together with the comments given when payment/​days were added. The table shows both payments and added days together with the comments given when payment/​days were added.
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