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Mailbox, Cart, Currency, Language and User Profile.
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Mailbox, Cart, Currency, Language and User Profile.
Last updated
Was this helpful?
Mailbox is the internal messaging system of the user. Mailbox icon will be available in all pages as the top header. Click on the mailbox icon in the top menu bar and you will be redirected to the inbox of the user. The number of new unread mails in the inbox is shown in the icon itself.
Click on + icon in the left panel and a screen to compose a new mail will be shown as below.
Perform the following steps to compose a mail.
Enter the email id of the recipient in the Recipient field. Autocomplete feature is enabled for this field so that on typing the letters, email address satisfying the word match will be displayed as dropdown. Note: The email address must be entered in a specific format username@domain.com.
Enter the subject of the email in the respective field.
Enter the message in the Content field.
Click Send to send the mail.
You can view the received mails in the Inbox. Use the arrows on the top to move to the next pages. There are options to select mails, refresh the mailbox, mark mails as read and unread and delete the mails on the top panel of mailbox.
Click on each mail to view the mail in detail. You will have the option to Reply within the mail.
Select the mail by ticking the checkbox against each mail. On ticking the checkbox on top panel, you can select all the mails in inbox at once.
Click on Refresh icon to refresh the mailbox.
Mark mail as read by selecting the mail and click on Mark as Read option.
Mark mail as unread by selecting the mail and click on Mark as unread option.
Select a mail and click on Delete option to delete the mail.
You can view the sent mails in this section. Use the arrows on the top to move to the next pages. There are options to select mails, refresh the mailbox and delete the mails on the top panel of mailbox.
Click on each mail to view the mail in detail.
Select the mail by ticking the checkbox against each mail. On ticking the checkbox on top panel, you can select all the mails in sent box at once.
Click on Refresh icon to refresh the mailbox.
Select a mail by ticking the checkbox and click on Delete option to delete the mail.
Deleted mails can be viewed in the trash. You can use the arrows on the top to move to the next pages. There are options to select mails, refresh the mailbox, mark mails as read and unread and delete the mails on the top panel of mailbox.
Click on each mail to view the mail in detail.
Select the mail by ticking the checkbox against each mail. On ticking the checkbox on top panel, you can select all the mails in trash at once.
Click on Refresh icon to refresh the mailbox.
Mark mail as read by selecting the mail and click on Mark as Read option.
Mark mail as unread by selecting the mail and click on Mark as unread option.
Select a mail by ticking the checkbox and click on Delete option to permanently delete the mail.
You can select the currency in which the transactions are to be done from the dropdown provided under Select your currency in the menu bar. Admin can configure the currency options that has to be displayed here.
You can select the language used in the system from the dropdown provided under Select Language option in the menu bar. All the menu and information in the system will be displayed in the selected language. Admin can configure the language options that has to be displayed here.
User can manage the profile details and settings using this menu.
Click on Go to Home icon, you will be redirected to the home page.
Click Logout icon to logout out from the website.
The following sections are available under User profile menu.
Account Settings and other details comes under My profile. This section allows you to edit or add the details of the user like personal details, Address, additional information for promotion, KYC Details, password, Authenticated Uphold Accounts, Saved Stripe Cards etc.
You can add/change the profile picture of the user by clicking on the picture.
Click on Upload image and select an image from your system. Note: Maximum size of the picture allowed is 8mb.
Click Upload to change the profile picture.
You can view and edit your personal details in this section. The details displayed are based on the data submitted at the time of registration.
Account Information that are shown in this section are as follows:
Country: Country of the user is shown her. Note: This field is not editable.
Username: Username of the user is shown here. Note: This field is not editable.
First name: First name of the user is shown here. You can update the first name if required.
Last name: Last name of the user is shown here. You can update the last name if required.
Replicated Website Name: The website name that is distributed to the customers under the user is shown here. Note: This field is not editable.
Phone number: Phone number of the user is shown here. You can update the number here.
After making the necessary updates, click on Save Changes to get the changes updated.
You can Manage address of the user in this section. Address of communication can be added/updated here.
Address Information that are shown in this section are as follows:
Address
City
Postcode
Phone
Country
State
All these fields are editable. You can add or update the details here. After making the necessary updates, click on Save Changes to get the changes updated.
Additional information about the user and social media links can be added and updated in this section. This information is used for promotion purposes.
Details that can be added in this section are as follows.
About: Additional information about the user can be added here.
LinkedIn: LinkedIn profile of the user can be added here.
Facebook: Facebook profile of the user can be added here.
Instagram: Instagram profile of the user can be added here.
After adding the necessary details, click on Save Changes to get the changes updated.
Know Your Customer is the process of identifying and verifying the identity of the user when opening an account.
You have the options to upload the KYC files: ID Proof, Utility Bills and Account Statement in the form of Documents(.PDF) and Images (.JPG, .PNG) with a maximum size of 8MB. Note: The format and the size of the document to be uploaded could be changed as per client requirements.
Click on Save Changes to get the files updated. Once you upload the KYC documents, you have the option to view, delete and then re-upload the documents here.
In this section, you can change your current password if required.
The following details are to be filled to change the current password.
Current password
New password
New password confirmation
Password should satisfy the following criteria:
Your password can't be too similar to your other personal information.
Your password must contain at least 8 characters.
Your password can't be a commonly used password.
Your password can't be entirely numeric.
Your password must contain at least one Capital Letter, Small letter, number, and Special character.
Click on Change Password after entering the required fields to change the password successfully. Click Cancel to clear the fields.
Multi-factor authentication is the security system implemented to protect software against malicious attacks and other hacker risks so that the software continues to function correctly under such potential risks.
Click on Multi-factor authentication and you will be redirected to Account Security page where you can enable two-factor authentication. Two-factor authentication (also known as 2FA) is a very useful tool to prevent hackers from gaining access to your account and to keep your devices safe.
Click on Enable Two-Factor Authentication. You will be redirected to next page where you can view a message "You are about to take your account security to the next level. Follow the steps in this wizard to enable two-factor authentication."
Click Next to continue with the authentication and click Cancel if you want to go back to previous page. On clicking Next button, you will be redirected to next page where you will get a QR code.
Scan the QR code using Google Authenticator, you will receive a token number on your mobile device.
Enter the token number in the Token Field.
Click Next to enable two-factor authentication successfully. You will get a message as shown below. Click Cancel to clear the Token field.
Click Back to Profile to go back to Account Security screen as follows.
If you don't have any device with you, you can access your account using backup tokens. Backup Tokens can be generated by clicking Generate Backup Tokens icon.
The system will generate 10 backup codes. These codes are the one-use codes that allow you to log in to your account if you lose access to your OTP token. These codes expire after thirty seconds.
If you go back to Account Security, you have the option to Disable Two-Factor Authentication.
Click Disable Two-Factor Authentication, you will be redirected to next page where you have to confirm the decision.
Click Disable to disable the authentication. You will be redirected to Account Security page.
You can view the saved card details of the user used to make payments through the uphold.
Select the saved card by ticking the checkbox and select De-authenticate under Actions menu to de-authenticate the uphold account in the profile.
You can view the saved stripe cards under the user here. You can add new cards or delete the existing one using this screen.
Select the saved card by ticking the checkbox and select Delete under Actions menu to delete the existing card in the profile.
Click on + icon in the top menu bar of Manage Stripe Card screen to add new card under the profile. You can view fields to add card details as shown below.
Fill the card details in the respective fields and click on Save option to add the card to the configuration.
You can view the saved Authnet cards under the user here. You can add new cards or delete the existing one using this screen.
Select the saved card by ticking the checkbox and select Delete under Actions menu to delete the existing card in the profile.
Click on + icon in the top menu bar of Manage Authnet Card screen to add new card under the profile. You can view fields to add card details as shown below.
Fill the card details in the respective fields and click on Save option to add the card to the configuration.
Frequently Asked Questions can be viewed under this section as shown below.
Type the question which you want to know from FAQ in How can we Help? field.
Click Search to get the question and answer.
Click Clear to clear the field.
Click on + icon against the question to view the answer for that question.
You can also use the filter to get a particular question.
Perform the following steps to filter the questions.
Enter the question or any words based on which you want to filter in the respective field.
Click Search to get the question filtered.
Click Reset to clear the field.
Any issues that you are facing in the system or any doubts or clarifications required about the system can be raised as a support ticket under this section. Click Support under User profile, you will be redirected to Submit Ticket screen where you can create a ticket reporting your issue or clarification.
Details that need to be filled to create a ticket are as follows.
Subject: Subject for creating the ticket is given here. Suppose if you are facing the issue with Payout then you will give the subject as Payout.
Priority: Priority of the issue that you are facing is given here. You can select the required priority from the dropdown provided. Dropdown consists of options-Low, Medium and High.
Category: You can choose the category under which the issue comes depending on the issues that you have. The options available under category will be configured by the admin.
Comment: You can describe the issue in detail in the space provided.. You also have the option to attach the screenshot/files of the issues here.
Note: All these fields should be filled mandatory.
Click Save to submit the ticket and the ticket will be created successfully. You can view the ticket history on saving the ticket.
The commercial products that you have added to the cart to buy and its price details are shown in the cart. You can view the number of items in the cart in the icon itself. This cart icon will be shown in the dashboard only when any product is pending in the cart to checkout. Details of this page is explained under Reports section. Please refer the same for more details.
Email address: The email address of the user is shown here. You can update the email address if required. Note: The email address must be entered in a specific format .
Mailbox can be viewed under My messages. Details of internal messaging system is discussed in detail under Mailbox Section. . Please refer the same for more information.
User can upgrade their existing package to higher packages using this option. The details about how to upgrade the package of the user is explained in detail in Upgrade Package section under Quick Links. . Please refer the same for more information.
