Admin Portal:

Subscription Module:

The Subscription Module allows admins to create and manage subscription options for their customers. This functionality is useful for businesses looking to offer recurring or one-time payment options. This guide explains how admins can set up various subscription plans.

1. Prerequisites
   1. Admin Access: Only users with administrative privileges can configure payment settings.
   2. Stripe Account: The organization must have a valid Stripe account. 

2. Activation of Payment Gateway: 
   1. Navigate to the “Subscription” tab from the Navbar. 
   2. You can see the Design here.  
   3. To create a new subscription plan:
      1. Click on the “Create New Subscription” button located at the top right corner of the subscription listing table.
      2. You will be presented with a form containing the following fields: 
      3. Subscription Name: Enter a unique name for the subscription plan. This name will be visible to subscribers. This is the subscription name subscribers will see in their statements as well.
      4. Description: Provide a detailed description of the subscription’s features and services. Be specific about any features or services that differentiate this subscription from others. Users will be able to see this information before buying the subscription.
      5. Price: USD: Enter the price of the subscription in Dollars. The future version needs to support other currencies. 
      6. Monthly or Yearly: Select whether the subscription price is charged monthly or yearly.
         1. Frequency: The user will have the option to choose the frequency of billing. For example, Every 1 month. Or Every 15 days or Every 1 year.
      7. Discount: This field will define the discount the subscribers will be provided on purchasing any product.
         
   4. Checkbox: With trial or Setup Fee (V1.1): This checkbox allows you to specify whether the subscription includes a trial period or a setup fee. Check the box if applicable.
      1. Trial or Setup Fees: USD: If the checkbox is marked, specify the amount for the trial period or setup fee.
      2. Duration: Enter the duration of the Trial or setup fee. 
      3. Month or Year: Choose the duration specified in the previous field, counted as months or years.
   5. Click the “Submit” button to save the new subscription plan. The plan will now be active and available for subscribers.
   6. Viewing and Managing Subscriptions: Once a subscription plan is created, it will appear in the subscription listing on the Subscription tab. Here, you can view all active subscriptions and perform various actions, such as editing or deleting. 

Create Client From Admin Portal: 

Our Admin Portal features a client account creation and management system to streamline administrative tasks and enhance client engagement. This functionality allows administrators to create and oversee client accounts, ensuring that all interactions and services are managed effectively from one platform.

1. Prerequisites
   1. Administrator access to the Admin Portal.

2. Creating a New Client
   1. Log in to the Admin Portal with your admin credentials.
   2. Navigate to the Client Management tab located on the dashboard.
   3. In the Client Management tab, click the “Create New Client” button. This action will open a pop-up form where you can enter the new client’s details.
   4. In the pop-up form, enter the following details:
      1. First Name: Enter the client’s first name.
      2. Last Name: Enter the client’s last name.
      3. Company Name: Provide the name of the client’s company.
      4. Company Website: Enter the URL of the client’s company website.
      5. Email: Provide a valid email address for the client. This address will be used for all communications and login purposes.
      6. Password: Set an initial password for the client. The client can change this password later.
   5. Once all fields are filled, click the Save button at the bottom of the form to create the client account.
   6. Upon saving, the client will automatically receive an email notification about their new account. This email will contain instructions on how to log in to the client portal and credentials to log in to the portal.
3. Viewing Clients
   1. Once a client is added, administrators can view and manage clients through the Client Management tab.
      1. All Clients: This table displays a complete list of all clients registered in the portal.
      2. A La Carte Clients: View clients who have opted for individual or on-demand services. Refer to A La Carte Table.
      3. Subscribers: View clients who have subscribed to ongoing services. Refer to Subscriber Table.
         1. Condition: You can view this option only if you activate the subscription Module. Refer to the Subscription Module. 

Create Product: 

This section provides detailed instructions for Admins on how to create and manage products within the Admin Portal. Products created here will be available for project creation in the Admin Portal and the Client Portal.

1. Accessing the Product Master Tab: To begin the process of creating a new product, the Admin should navigate to the ‘Product Master’ tab available in the Admin Portal.
2. Click the “Create Product” button located in the Product Master tab. This action opens the product creation form.
3. Filling Out the Product Form:
   1. Name of Product: 
   2. Description: Provide a detailed description of the product. Include any relevant information that can help both the Admin and the client understand the details of the product.
   3. Price of Product (in Dollars): Specify the cost of the product in U.S. dollars.
   4. Coins for Subscribers: Indicate the number of coins subscribers will have to pay for this product.
4. Once a product is created, it appears in the Product table within the Product Master tab. Here’s what the table includes:
   1. Serial Number
   2. Product Name: Displays the name of the product.
   3. Description: Provides a brief description of the product.
   4. A La Carte Price: Shows the price of the product when purchased outside of a subscription.
   5. Coins for Subscribers: Indicates the number of coins the Subscriber will have to pay to purchase the product. 
   6. Actions Available:
      1. Edit: The Admin can modify the product’s details and add more sub-products.
         1. You can change the product’s name and add sub-products.
      2. Delete: Enables the Admin to remove a product from the system.

Create Project on Admin Portal: 

The admin could create a new project on the Admin Portal. Follow the steps below to ensure all relevant details are correctly entered in the project creation form.

1. Accessing the Project Creation Form
   1. Log In to the Admin Portal using your admin credentials.
   2. Navigate to the Project Management Section. 
   3. Click on the ‘Create New Project’ button to open the project creation form on the Admin Portal.
2. Filling Out the Project Creation Form
   1. Project Name: Enter the name of the project. This will be shown in the Project Management table. 
   2. Choose Client: The Admin can select the client from the Dropdown.
      1. Click on the dropdown menu.
      2. Select the client from the list. These are fetched from the client portal, ensuring that the project is associated with the correct client.
   3. Event Date: Choose the event date for which the project is being created.
   4. Footage Transfer Method: Specify how the footage will be transferred to your team. Options include
      1. Google Drive link
      2. Harddrive
   5. Footage Upload Status: Indicate the current status of the footage upload (Still uploading and Fully uploaded).
   6. Soundtrack:
      1. Select from the two available options:
         1. I will provide the Music: Choose this if you or the client will provide a specific soundtrack.
         2. Select the best Music for the Video: Choose this if you want the editing team to select suitable music based on the video content.
   7. Additional Notes: Use this field to enter any other relevant information or special instructions related to the project.
3. Next Screen: Additional Project Details
   1. Footage Size: Enter the total size of all footage files. This is important so the editors know if they have received all the content.
   2. Language of the Wedding: Specify the language spoken in the wedding footage. This information is crucial for editors and subtitlers.
   3. Product Listing: Dynamically list all the products that you have created in the Admin Portal.
   4. Total Product Price: Enter the total price for all listed products. Ensure that the pricing is accurate and agreed upon with the client.
4. Once the Project is created, it will be displayed in the Order Management Table in the Admin Portal. 

Order Management Table: 

The Order Management Table is an essential tool for Admins to manage and track the status of projects created by both the Admin and the Client. This table provides comprehensive details about each project, including company details, project specifics, timelines, and interaction options. 

Accessing the Order Management Table, you will be able to see the below-given fields: 

1. Company Name
   1. Description: Displays the name of the client’s company or the client’s first and last name.
   2. Functionality: Clicking on this data redirects the Admin to the Client’s profile page for more detailed information.
2. Order Date
   1. Description: Shows the date on which the project order was placed.
   2. Details: This date reflects when either the Admin or the Client initiated the project.
3. Project Name
   1. Description: Displays the name assigned to the project during the creation stage.
   2. Functionality: Clicking on the project name opens the Project Detail Form. Refer to the Project Detail Form. 
4. Project Type
   1. Description: Indicates the type of project as specified in the Create New Project Form.
   2. Details: Types could vary depending on the Project Type Created by the Admin.
5. Language
   1. Description: Indicates the language settings chosen for the project.
   2. Details: This is specified during the project creation phase and is essential for ensuring correct communication and media handling.
6. NLE Software
   1. Description: Specifies the Non-Linear Editing software designated for the project.
   2. Details: Options might include software like Adobe Premiere Pro, Final Cut Pro, etc.
7. Footage
   1. Description: Contains links or information about how the footage is being transferred.
   2. Functionality: It may include a Google Drive link or details about the physical shipment, such as a tracking number and shipping service.
8. Feedback
   1. Description: A feature for chat functionality to provide feedback on the project.
   2. Functionality: This is only active when the project is initiated from the client portal and not by the Admin.
9. Privacy Policy
   1. Description: Shows the privacy settings associated with the project.
   2. Details: Information is fetched from the Create New Project Form, ensuring all privacy protocols are followed.
10. Estimated Completion Date
    1. Description: Displays the projected date for the project’s completion.
    2. Details: Helps track project progress and manage expectations.
11. Review Link
    1. Description: Admin can place a link to review footage or project drafts.
    2. Functionality: Provides easy access to review materials for both Admin and Client.
12. Assigned Editor
    1. Description: Names the editor assigned to the project.
    2. Functionality: Helps in allocating resources and tracking responsibilities.
13. Project Status
    1. Description: Displays the current status of the project.
    2. Details: The status could be ‘In Progress’, ‘Completed’, ‘On Hold’, etc. The admin can update this as the project progresses.
14. Action
    1. Description: The Admin can perform actions like Archive or Delete the project.
    2. Functionality: Helps in managing the lifecycle of the project within the system.
15. Additional Features
    1. Resizing and Reordering: Admins can resize and reorder the columns in the table according to their preferences. The system saves these settings to ensure consistency across sessions.
    2. Persistent Layout: The layout settings are stored and recalled upon login, providing a personalized and consistent interface.

Status Management: 

The Status Management functionality within the Admin Portal allows Admins to define and manage the various statuses that can be assigned to projects. This feature enhances project tracking and management by allowing custom statuses that reflect different stages of a project’s lifecycle.

By default, the system is equipped with one initial status:

1. Project Requested: This is the default starting status for all new projects. The Admin has the capability to edit the properties of this default status but cannot delete it, ensuring that there is always a baseline status available.
2. Navigate to the “Status Management tab” in the Admin portal.
3. Adding a New Status:
   1. Click the “Add New Status” button to initiate the creation of a new status.
   2. Fill out the form with the following details:
      1. Name of the Status: Enter a unique name that describes the status effectively.
      2. Color of the Status: Choose a color that represents the status visually. This helps quickly identify the status on the project dashboard.
      3. Can the Client Edit the Project Form? Checkbox: Mark this box to allow clients to edit the Project Detail Form when a project is in this status.
      4. Client Approval Required: Checkbox: Select this option if the status requires client approval. When checked, an “Approve” button will be displayed in the Client Portal project table.
      5. Move the Approved Project to: Dropdown: Select the status to which the project should automatically move once it receives client approval. This dropdown contains all statuses currently configured in the Admin Portal.
4. Editing an Existing Status:
   1. To edit a status, click on the Edit button next to the status you wish to modify. You can update the name, color, and other settings associated with the status.
   2. Default Status: While the default status “Project Requested” and “Approved” can be edited for properties like name and color, they cannot be deleted from the system.

Create Coworker: 

The Coworker management functionality provides a comprehensive tool for the Super Admin to create and manage profiles for different roles within the organization, such as Admins, Customer Support, and Editors. This feature is accessible via the “Coworker” tab in the administrative dashboard and is designed to help manage team members and their roles. 

To begin managing coworkers, the Super Admin should navigate to the “Coworker” tab on the main dashboard. Within this tab, three sub-tabs correspond to different roles: Admin, Customer Support, and Default Editor.

1. Adding a New Coworker: 
   1. Click the “Add Coworker” button to open the coworker creation form. The form will contain fields such as:
      1. First Name: Enter the coworker’s first name.
      2. Last Name: Enter the coworker’s last name.
      3. Email: Provide the coworker’s professional email address.
      4. Password: Set a password for the coworker’s account.
      5. Role: Select the role for the new coworker from the dropdown menu. Options include:
         1. Admin
         2. Customer Support
         3. Editor
      6. Assign Company: If the role of Customer Support or Editor is selected, an additional field to assign a company to the coworker will appear. Select the appropriate company to which the coworker should be assigned.
      7. Once the form is submitted, a mail containing the credentials will be sent to the coworker on the email provided. 
2. Each role tab (Admin, Customer Support, Default Editor) contains a table listing all coworkers assigned to that role with the following columns:
   1. Serial Number
   2. Name: Displays the full name of the coworker.
   3. Email: Shows the email address of the coworker.
   4. Assigned Company: This column is available for Customer Support and Editor roles and displays the company to which the coworker is assigned.
   5. Actions: Each profile can be edited or deleted through this column. Actions include:
      1. Edit: Allows the Super Admin to update any details of the coworker’s profile.
      2. Delete: Removes the coworker’s profile from the system. Use this action with caution, as it is irreversible.
3. Admin: Upon successful creation, Admins are granted a broad range of permissions, but with specific restrictions to maintain system integrity:
   1. Project Management Table: Full access to all actions, including creating, editing, and deleting projects.
   2. Client Management Table: View-only access to all client details without the ability to take action.
   3. All Archived Projects: Can unarchive or delete projects.
4. Customer Support: Customer Support roles are tailored to support tasks with specific viewing capabilities:
   1. Project Management Table: View-only access, except for accessing chat functionality and changing project statuses.
   2. Client Management Table: Access is limited to viewing details of clients from the assigned company.
   3. All Archived Projects: You can view archived projects related to the companies assigned to them.
5. Editor: Editors are primarily involved with project handling and have restricted administrative access:
   1. Project Management Table: View-only access to all functionalities, with the ability to change the status of projects they are working on.

Admin Profile: 

The Admin Profile in BlinkOvo is designed to help administrators manage their personal information and integrate payment processing features through Stripe. This guide provides detailed instructions on updating personal information and setting up Stripe integration for seamless payment transactions on Client Portal.

To update any details in your personal information:

1. Navigate to the Admin Profile section in the dashboard.
2. Click on the Personal Information tab.
3. Enter or edit your details in the fields provided.
   1. First Name: The details are fetched from the signup form on the website. 
   2. Last Name: The details are fetched from the signup form on the website. 
   3. Email: The details are fetched from the signup form on the website. 
   4. Unique URL: The specific URL used for your company’s login and signup processes by clients. This will be provided during the signup process.
   5. Company Name: The registered name of your business.
   6. Company Website: URL of your business website.
   7. Address of the Company: The company’s address so that the clients know where to send the hard drive containing the Footage. 
4. Integrating Stripe will allow your clients to process payments securely. Fields in the Stripe Integration Tab:
   1. Stripe Publishable Key: Used in your client-side code to create tokens.
   2. Stripe Secret Key: Used in your server-side code to execute charges and manage customer data securely.
5. How to Obtain Stripe API Keys: If you are new to Stripe and need to retrieve your API keys, follow these steps:
   1. Go to Stripe’s website.
   2. Click on Sign in or Start Now to create a new account if you don’t already have one.
   3. Once logged in, you will be directed to the Stripe dashboard. If you use Stripe for the first time, follow the initial setup guide to configure your account.
      1. On the dashboard, navigate to the Developers tab in the sidebar.
      2. Click on API keys under the Developers menu.
      3. You will see two keys listed: the Publishable Key and the Secret Key.
      4. Click to reveal the Secret Key. Ensure you keep this key confidential and secure.
   4. Return to the Stripe Integration tab in your Admin Profile.
   5. Paste the Stripe Publishable Key and Stripe Secret Key into the respective fields.