This guide provides a detailed walkthrough for creating credit packages within the StatStak Labs platform. Administrators can follow these steps to create customized credit packages, ensuring alignment with the specific needs of their organization. The instructions cover accessing the admin portal, navigating the settings, and finalizing the new package. This systematic approach ensures consistency and reliability in credit package management.
Step-by-Step Guide:
1. Expand Portal Options:
Navigate to the main dashboard and locate the menu on the left-hand side. Click the drop-down arrow next to your user name to expand the portal options. This menu provides access to all admin tools required for managing credit packages.
2. Access the Settings Panel:
In the expanded menu, click on the 'Settings' option under the 'Admin access' section. This will open the general settings panel, where you can manage account settings and customize various elements.
3. Locate Global Credit Management:
In the 'Account Settings' panel, find and select the 'Global credits' option. This section allows you to manage existing credit packages and create new ones as needed.
4. Create New Credit Package:
In the 'Global credits' section, click on the '+ Create new package' button at the bottom of the screen. This opens the credit package editor, where you can define the details of the new package.
5. Begin Customizing Credit Package:
In the credit package editor, enter the required details for the new credit package. Specify the number of credits, set the cost, and define the list order priority to determine where the package will appear in the display.
6. Upload Package Icon:
To enhance the package's visual appeal, upload a custom icon by clicking the designated area for the 'Package icon.' Select an image that reflects the purpose or branding of the package.
7. Assign Package to Facility:
Under the 'Select facilities' section, assign the package to the appropriate facilities by clicking the drop-down menu and selecting the relevant options. This ensures the package is displayed in the correct locations.
8. Write a Credit Package Description:
Use the 'Package description' text editor to add a detailed description of the package. Include key details, benefits, and terms such as expiration dates or additional perks.
9. Finalize Package Creation:
After completing all fields, click the '+ Create new package' button at the bottom of the editor to save the credit package. The new package will now appear in the list of available options for users.
10. Confirmation Message:
After successfully creating the credit package, a confirmation message will appear. Click the 'Continue' button to return to the 'Account Settings' page.
By following these steps, administrators can successfully create new credit packages tailored to their organizational needs. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.
Created with Tango.us