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Table of Contents

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Summary

This user guide discusses the Client Registration process. It has the following sections

 User - Signup, Login, Profile [Discusses the actions a user performs on their own account]

  1. Sign up

  2. Login

  3. Forgot Password

  4. Manage user profile

    1. View/Edit

    2. Reset Password

  5. Connect to a company

 User Management for Admins [Discusses the actions an admin user can perform on other user’s account]

  1. Add User

  2. Manage user profile

    1. View/Edit

    2. Give comments on user profile

    3. Suspend User

    4. Unlock User

    5. Send activation link

    6. Activate/deactivate user

    7. Add user to a company

  3. Approve/Reject connection request send by a user

 Company Registration[Steps to submit a registration request]

 Manage Company - Internal Admin [ The actions an internal admin can perform on a company profile]

  1. View Company details

  2. Edit identifiers

  3. Approve/Reject Service Providers

  4. View/Modify service settings

  5. Give comments on company profile

  6. Suspend company

 Manage Company - Company Admin

  1. View Company profile

  2. Edit company details(once approved)

 Search functionality

  1. Company Search

  2. User Search

 Status

  1. Company Status - Explanation of different status of a Company

  2. User Status - Explanation of different status of a user

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