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On this page
  • View Profile
  • Switch Profile
  • Switch To Employer
  • Switch To Candidate
  • My Subscription
  • Subscription Details
  • Upgrade Plan
  • Change Subscription
  • Grace Period
  • Additional Help
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  1. Admin

Profile

PreviousRefer & EarnNextHome

Last updated 3 months ago

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Hovering over the profile icon from the header of the Admin Panel will display the list as shown in the below image.

View Profile

  1. When you click the "View Profile" button you will be redirected to the profile page.

  2. You can update your "First Name" and "Last Name" on the profile page.

  3. To change the password, enter the "Current Password" then "New Password" and re-enter the new password to confirm the password.

Switch Profile

  1. This feature is developed to explore the platform as an employer or candidate.

  2. Only admin users (you) can switch your profile from one panel to another.

  3. Select the user panel (employer or candidate) and switch without signup or login.

  4. The reason for developing this feature is to provide an option to explore the platform as a user and improve the process if required.

Switch To Employer

  1. Hover over the profile icon.

  2. Select "Switch To Employer".

  3. You'll be redirected to the Employer Panel without login.

  4. In the employer panel, you'll get an option to "Switch To Admin" and "Switch To Candidate".

Note*: Switching option in employer and candidate panel can be available only for admin. The regular employer and candidate won't have this options.

Switch To Candidate

  1. The steps are similar to the "Switch To Employer" the only difference is you will be redirected to the Candidate Panel.

My Subscription

  1. The "My Subscription" option in the profile dropdown will redirect you to the "Subscription Details" page.

Subscription Details

  1. "Active Subscription" will show your current plan.

  2. "Subscription Type" will show the plan type whether it is "Monthly" or "Yearly".

  3. "Subscription Expires On" will show the expiry date of the current plan.

  4. "Cancel Renewal" will be used to cancel the auto-renewal of your current plan.

    1. "Cancel Renewal" will be visible after your first-time plan purchase.

  5. The "Transaction" button will open the transaction table from the side panel with the below columns.

    1. Date: This column will show the date of the transaction.

    2. Plan: This column will show the plan purchased by the admin.

    3. Payment Status: This column will have two payment statuses i.e., "Success" or "Failed".

    4. Membership Date: This column will show the plan starting date.

    5. Expiry Date: This column will show the plan's expiration date.

    6. Status: This column will show the status of plans purchased by the user whether it is active or not.

    7. Amount: This column will show the amount paid by the user for the purchased plan.

    8. Currency Type: In the current integration the currency type will be USD.

Upgrade Plan

This section will allow you to upgrade or downgrade your current plan. By default, a Free plan will be assigned to you for 30 days.

  1. The "Yearly" toggle will be the default selection.

    1. You can switch the subscription type to monthly as per your requirement.

  2. All the plans will be listed in a card view with the plan price and their description.

  3. These are the plans we have on our platform:

    1. Lite: This plan will be best for basic job posting features and ideal for small businesses or occasional job postings.

    2. Plus: This plan will have enhanced features with additional visibility and applicant tracking tools for growing businesses including all features of the "Lite" plan.

    3. Premium: This plan will have comprehensive job management with advanced AI-driven features and analytics including all features of the "Plus" plan.

Note: Upgrading the plan will apply immediately on successful payment. Downgrading the plan will be applicable after your current plan expires.

Change Subscription

  1. Select a suitable plan from the "Upgrade your plan" section, which will be reflected in the "Summary" tab below the plan list.

  2. The "Summary" tab will include the following details:

    1. Selected plan name.

    2. "See Price breakdown" button which will open the "Change Subscription" popup that has the price breakdown in the "Payment Details" section.

    3. Plan price with monthly or yearly selection.

    4. Due today: This field shows the calculation of the number of days left in your current plan.

      1. This calculation will work when you are upgrading the plan.

      2. The amount for the pending days with the current plan will be subtracted from the selected plan amount.

    5. Clicking on the "Upgrade Now" button will open the "Change Subscription" popup.

  3. "Change Subscription" will have the following details:

    1. Current Plan: This will show your active plan.

    2. New Plan: This will show the plan selected to purchase.

      1. The "New Plan" will have the following details:

        1. Subscription: This shows the plan name.

        2. Change Type: This will show whether you are upgrading or downgrading the plan.

        3. Effective Date: This will show the date when your plan will be activated and the features associated with that plan are ready to use.

    3. Billing Address fields are like this,

      1. Company Name (Required field)

      2. Address (Required field)

      3. Country (Required field)

      4. State (Optional field)

      5. City (Optional field)

      6. Add GSTIN (Optional field)

    4. Payment Details will show the price breakdown of the plan including payment date, time, subtotal, fees (if any) and total amount.

    5. Payment Method will show the list of cards if already saved and also allow us to add a new card by clicking on the "Add New Card" button.

      1. If there is no card added the "Confirm" button will be disabled.

      2. To activate the "Confirm" button add a card by entering the card details i.e., card number, expiry date and CVC.

      3. Click "Confirm" will update your plan if you're upgrading, in case of downgrading the plan will be effective after the expiry of the current plan.

Grace Period

  1. If your account reaches the expiry date we'll provide you a grace period of 7 days.

  2. During this period a red ribbon will display at the top of your screen with the below message with an "Upgrade" button.

Subscription Failure. Please correct your billing information within 7 days to keep access to your account.

  1. If you missed to update on the 7th day of the "Grace Period" the admin panel will be blocked and the users will get a message on their screen that the platform is expired.

Additional Help

  1. Talk to Sales: If you need more information, click on the "Talk To Sales" button to connect with our sales team.

  2. Frequently Asked Questions: Below the "Talk To Sales" section, you’ll find common questions and answers to help with your queries.

Request a Feature

  1. Here you can request a feature or an enhancement by writing in the suggestions area.

Report Issue

  1. Here you can report any bug by writing in the suggestions area.

Logout

This is the general function created to secure your account from unauthorized access.

The "Show Plan Comparison" button at the bottom of the plan card will redirect you to the pricing page.

When you click on Request a Feature, you will be redirected .

When you click on Request a Feature, you will be redirected .

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View Profile
Employer Panel
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Subscription Details
Subscription Details
Upgrade Your Plan
Summary Tab
Change Subscription