After you have successfully logged in you will land at the Team Dashboard. The Team Dashboard is the 'start point' for all the functionality and contains a number of 'panels' designed to give you an immediate overview of the most important items that need your attention.
The Team Dashboard is shared by all members of the support team and all team members have the same view.
The Team Dashboard is broken into 4 major sections
- The Top Menu
- The Speedometer
- Pending Customers Overview
- New Bookings Overview
No matter where you are in the site, links to the core features of the product are available via the Top Menu. The 'active' menu item is marked by a blue line under the name. In some cases (like Settings) the Top Menu will expand when selected.
Modern UI design uses the Top Menu avatar (the picture you select for your profile) for actions outside the product. You are able to "Log Out' using an option selected form the drop-down menu.
The Speedometer panel
The Kontainers product comes with a comprehensive suite of analytics through the MixPanel product. The Speedometer is an 'at a glance' view of the key business statistics.
Pending Customers panel
A 'Pending Customer' is a customer that has not yet been processed for KYC (Know Your Customer) approval. Obviously, each Pending Customer is a new source of business so it is important that they are processed as quickly as possible.
You can see all pending customers using the 'View All >' link but you can also process them directly from this form.
The Pending customers list on the Team Dashboard will show the three 'oldest' requests. As you process each request the next oldest will appear on the list.
The list is limited to the latest three Customers. As you process each customer the list will continue to be updated until all Pending Customers have been processed.
New Bookings panel
The New Bookings panel on the Dashboard will show you the list of unconfirmed in order of Oldest first i.e. which booking is waiting the longest to be confirmed. The list is limited to the 'oldest' three requests for confirmation and as each booking is Confirmed the next oldest will appear on the list.
We provide a couple of handy navigation buttons in each Booking. the 'View' button will bring you to a the individual Booking record. 'More' will present an option to 'cancel' the booking.
Once cancelled a mandatory note is added to the Booking record
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