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Partner Workflow Use Cases, DelegateX.com, Admin Module, Partner Profile…
Partner Workflow Use Cases
Delegatex.com (Landing Page)
Partner Landing Page 1
Partner Landing Page 2
Admin Module Functionality
DelegateX.com
Login
User is directed to Profile Dashboard
Profile is Pending approval
User will complete the Profile and SUBMIT for Approval
Profile is already approved and LIVE
SignUp
Verify with Company Email address
Onboarding Form for Profile Creation
Direct user to Partner Profile Page, so user can complete the Profile and SUBMIT
Admin gets notified, who verifies and approves/rejects the Profile
Profile is Approved
Profile is LIVE
Profile is Rejected
Admin user connects with Partner to assist the User.
Profile will be approved
Profile is not Qualified to be approved
Profile has Technical issues
Incident ticket is raised and Development team will assist in fixing the issue - ASAP (Timeline ?)
Get Started
Login/SignUp
Process is explained above
Services
Browse Services
View list of Service Providers
Open Profiles and Portfolios
Profile is Approved and LIVE
Partner perform modifications in Profile
Addition
Add new Portfolio
New Portfolio will be shown under Pending Portfolio and needs to be approved (Individually), so it can be shown publicly.
All the new Portfolio added, will update the Category, Sub Category and Skills on the main Profile.
Add new Service/Category/Skills
Adding new Service will open a Onboarding form type Slider which will present User with Services > Category > Skills > Projects -> FINISH
For Skills - Only those Skills will be visible Public, which are mentioned in the APPROVED Portfolios. All other Skills will not be Public (Including skills mentioned in Non-Approved Portfolio)
Deletion
Admin Module
Reports/Analytics
User Insights (Partner)
Profiles Approved
Pending Profiles - to be approved
Total SignUps
Profiles Rejected
Portfolio Insights
Category Insights
Manage Options
Manage Category
Add Category/Service
Add Image
Assign Sub-Category to each Category
Add Image
Assign Skills to each Category
Add Profession to each Category
Manage Users
View User
Profile details (Admin can view)
About Us
Skills
New skills added by the Users to save in the database
Category/Sub-Category
logo + Background Image
Team Members List
Portfolios/Projects
Documents
View Portfolio - 2 tabs
Pending Portfolio
Admin will open each Portfolio and mark it - Approve
Not Approved - wont be made Public
Approved Portfolio
if there is any change in Skills and Content - it goes in Pending Tab for review
Pending Items/Options
User Approvals
Shows list of Company Profiles to be APPROVED
Pending Projects
Show list of Company Profile - for which Portfolio needs to be approved
Partner Profile Components
Personal Details
About Us
Services
Manage Credentials (Email and Password)
Office Gallery
Team Members
Documents
Portfolio
Portfolios listed on DelegateX
Other Portfolios link
Dribbble
Behance
Pinterest
Website link
Instagram
LinkedIn
Partner Dashboard
Dashboard View
Messenger
Notifications
Getting Feedback from Website
Contact Us Page
Report an Issue Page