Package constructor

In the Package constructor section, you can manage additional packages which contain the Analytics functionality.

On the User Portal, the active packages are displayed:

• On the home page.

• In the Tariff plan section, on the Additional packages tab.

The list of packages

When you navigate to the Package constructor section, you can view the list of the existing packages.

For each package, you can view the following details:

• The checkbox. You can select multiple checkboxes to manage multiple packages. Selecting at least one checkbox, enables the Actions button. From the Actions drop-down list, you can select one of the following actions:

  • Archive package

  • Restore package

Below in the article, you can find a detailed description of the actions.

• You can use the drag-and-drop icon to manage the order in which the packages will be displayed on the User Portal. Changed order of the packages in the Package constructor section will be reflected on the User Portal.

• The toggle to enable or disable the display of a package on the User Portal.

• The order number of a package.

• The name of a package.

• The description of a package.

• The price of a package.

• The period of a package.

• The View button.

• The Edit button.

In the filter, you can:

• Set a filter to filter packages according to their status:

  • Active

  • Archived

  • Restored

• Set the number of packages to be displayed per page.

Create a package

To create a new package, select the Create button. Complete the open form to create a package. The form consists of several sections to complete.

The Create section

 In the section, complete the fields:

• Title. The field is mandatory.

• Description. The field is mandatory.

• Subtitle. In this field, you can provide additional information about the package or give a subtitle.

The details entered here will appear on the main page of the User Portal within an additional package card and in the Tariff plans section.

Period for which tariffing occurs

In this section, complete the fields:

• Type. Select the value from the drop-down list:

  • Months (the default value).

  • Days.

• Tariff period. The field is mandatory and depends on the previous Type field settings.

Values from 1 to 12 are available to enter, when Months is set in the Type field. Values from 1 to 366 are available to enter, when Days is set in the Type field.

• Price. The field is mandatory.

The number value format and the currency symbol code are displayed according to the specified format and code for the default language. You can manage the currency settings from System settings > Currency.

The details entered here will appear on the main page of the User Portal within an additional package card and in the Tariff plans section.

The Functionality section

In the section, complete the fields:

• Parameters. Here, you can select multiple options from the list:

  • Analytics. Level 1

  • Analytics. Level 2

  • Analytics. Level 3

• Specify the number of cases in a separate field for each added analytics level.

Description of the functional part

In the section, complete the fields:

• Type. The field isn’t mandatory, displayed only in the User Portal Manager. Here, select the way the description will be provided from the available options of the drop-down list:

  • Link

  • File

  • Text

Service provision procedure

In the section, complete the fields:

• Type. The field isn’t mandatory, displayed only in the User Portal Manager. Here, select the way the description will be provided from the available options of the drop-down list:

  • Link

  • File

  • Text

Note

In the section, complete the fields:

• Description. The field isn’t mandatory, displayed only in the Portal administrator interface.

To complete the creation process of a package, select Create.

The Available actions section

The Available actions section is accessible only for the existing packages. While creating a new package, the section isn’t available.

In the Available actions section, you can manage which actions are accessible to users in relations to this package.

The default actions are:

• Disable the service.

• Extend service.

Optionally, you can add the following actions:

• Pause/Resume

To add an action, select Create. On the opened panel, select a relevant action, and Create.

When the Pause/Resume action is selected, you should complete additional details on the opened panel.

• Description. The filed is required.

• Info block. The field isn’t required. The entered details will be displayed on the User Portal.

• Units of measurement for the tariff period. Select an option from the drop-down list:

  • Months (the default value).

  • Days.

• Duration of the tariff period. In the table, specify the pause duration and its price. You can add multiple duration periods. The user will be able to select one of the provided periods.

• Note. The field isn’t required. The details entered here will be displayed only in the User Portal Manager.

The user will see these actions in the My services section when managing additional packages on the User Portal.

Delete an action

You can delete the following actions from the Available actions list:

• Pause/Resume

You can only delete actions before the first user connects to this package. Once all users remove their subscriptions from this package, you’ll regain the ability to delete actions.

You can delete an action in one of the following ways:

• From the card of a package in the Available actions section, select the Delete button.

• From the card of a package, in the Available actions section, select a relevant action to open its Action panel and Delete Resource.

Edit a package

To edit a package, select the Edit icon of a relevant package from the list of the existing packages.

You can also navigate to the card of a package and select the Edit icon at the top-right.

You can edit all the fields that were mentioned above.

You can edit the Period for which tariffing occurs and Functionality sections only before the first user is connected to this package, meaning their transaction is successfully completed.

You can edit other sections at any time without limitations.

 Archive or restore from the archive a package

 To archive a package, follow the steps:

1. From the list of the existing packages, select the relevant one.

2. From the activated Actions drop-down list, select the Archive package action button.

3. Confirm the action.

As a result, the archived package won’t be available for new subscribers to select. However, existing subscribers who were connected to it before and currently use it will keep using it.

The archived package is shifted to the list bottom.

The administrator can perform the following options for the archived package:

• View it.

• Restore from the archive.

To restore the archived package, follow the steps:

1. From the list of the existing packages, select the relevant one.

2. From the activated Actions drop-down list, select the Restore package action button.

3. Confirm the action.

The restored package:

• Won’t be displayed on the Portal.

• Won’t be available to get connect to.

• Won’t be available for editing or activation.