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🏠 Feature Overview
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users who can access the page on the platform
widgets available to the users
functionalities available: Listing page, add, edit, delete, download etc. with screenshots
for add/create modals, provide details of the fields to be submitted to complete the action
E.g.
Name | Required | Notes |
Agency Name
Name has to be unique
First Name
Last Name
Email(s)
It is possible to add multiple mail ids
Telephone
Notes
search and filter options available on table columns, if any
custom table views, pagination, if available
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Summarise the functionalities in a table
Functionality | User Story | |
|---|---|---|
| 1 |
Pending Batches
| 2 |
Pending Batches > Configure
Redirects the user to the batch CSV integration config
| 3 |
Pending Batches > View
Allows the user to which leads are queued to be sent
Sent Batches
Users can see the table listing of all the files that have been sent
Sent Batches > View
Allows the user to which leads have been sent
Sent Batches > Download
Users can download the file that have been sent
Pending Batches > Batch now
Allows the user to override the schedule and push the file through immediately
Table Filtering | Allows the user to filer the table values using |
column names | ||
| 4 | Custom Tables | A user can add, remove and reset columns for custom table |
\uD83D\uDDD2 User Permissions
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