mbp po admin portal - department
DESCRIPTION
MBP PO Admin Portal - DepartmentTRANSCRIPT
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Welcome to MBPCloud’s Purchase Order system “PO’s” Admin Portal
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MBPCloud PO Admin Portal
The Admin Portal is provided in MBPCloud in order to perform the following actions:
Actions AppAdd \ Edit\ Delete – DepartmentAdd \ Edit\ Delete – PositionAdd \ Edit\ Remove – ApproversAdd \ Edit\ Delete – StaffAdd Users \ Renew your account – Subscription Access Control – Permission
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MBPCloud Login
On the Portal Login page, the Username (email address) & Password of registered users are entered to access MBPCloud services.
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MBPCloud Login
When you login to MBPCloud for first time, this business details form will appear for only once. To proceed further, please complete this form.
Select type of your company
Based on your requirement, select
any one option.Click submit button.
This option will appear only when the country is chosen
as Australia.
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MBPCloud Admin PortalOn Successful completion of the form the following home page will be displayed. In order to view the Admin Portal please click the admin link.
Click here to view the Admin Portal
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MBPCloud Admin PortalAll the functionality of MBPCloud PO will work only after completing the Admin setup process. This setup is explained step by step in this document.
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MBPCloud Admin Portal
Please follow this cycle to complete this hierarchy based set-up:1.Add Department2.Select required Department & Add Position3.Add Staff4.Assign Approvers for the Department\Team.5.Provide Permissions for the Staff’s.
Admin Setup Process Flow
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Add Department
Based on selection of your “Organization Structure” in Business Details forms the apps will appear. To add new department click the department icon from the Admin portal.
Click Department icon.
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Add Department
Under “Create Department” section enter required department name and click add button to Add the department.
Click add button, to add department to
the List.
Enter required department
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Add Position
To Add new Position click the Position icon from the Admin portal. Under ‘Create Position’ section select the Department from the drop-down list & enter required Position name & click add button to Add the Position.
Click add button, to add Position to the
List
Enter Position name
Select Department from drop-down list
Click here to add new user.
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Add Staff
To add new Staff click the Staff icon from the Admin portal. Under ‘Add New’ section select the required Department from the drop-down list; enter required Staff name & click add button to add new staff.
Select Role as Client Admin if the staff will be an approver, if else choose client user. These roles are explained more detail in
the later part of this document.
If the Staff is Approver for a Department select Approver
Select Position from the Drop-down list.
Enter Staff Name.
Enter Password , Email address & click create button to add the staff.
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Assign Approvers
Please go through this Module list to assign the right approvers for the right process.
Module Role Process
Purchase Order Client Admin Select this module to Staff who will approve all the Purchase Order can be Team Leader \Manager.
Purchase Order Invoice Client Admin Select this module to Staff who will update the Invoice amount & updates the payment details, can be Invoice Manager.
Purchase Order Goods Client Admin Select this module to staff who will check the received goods with PO and approves the Goods, can be Goods Manager.
Payment Manager Client Admin Select this module to staff who will approve all the invoice changes and the payments, can be the Manager.
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Assign Approvers
To Assign Approver click approver icon in the admin portal. The role of the approvers should be set to client admin, only then their names will be listed in the Manager drop-down list.
Select Module based on the requirement
Select the required Department\Team and click side button to move the department to the Selected Department\Team
section.
Select approvers email address.
If two levels of approvals is required select check this box to
set a final approver
Click Add to add the approver to the list.
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Provide Permissions
The Permission app can be used to restrict the apps and sub-menu viewed by the staffs.
Select required Sub menuSelect required
App
Select required Staff Role and Staff.
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Provide Permissions
Example: In the Previous slide, staff Lawrence was provided access to view both Folder & Purchase app and also provided access to only limited submenu for Purchase Order app. The same is shown in below screens for your understanding.
Lawrence can see only the assigned Apps
Lawrence can see only the assigned Sub-menu for the PO App
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Subscriptions
In Subscription section the admin can perform the following actions:
1.View all the Subscription status2.Add users to your account3.Pay pending payments 4.Renew your account
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View all Subscriptions
Click Subscription icon in admin portal page, the complete details of your subscriptions can be viewed in this section.
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Add users to PO
Using Add User button, you can add more users to your account through this portal itself.
Click here to add more users to your
account.
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Add users to PO
Enter required No of Users, Subscription Period, select required Billing cycle and click continue button which will take you to PayPal section for the payment. On success full completion of payment, additional users will be added to your account automatically. The current Payment details can also be viewed in the subscription sections.
Enter no of users.
Select required billing cycle.
Click Continue button
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Renew
Using Renew option you can renew your subscription through the portal itself. The Renew button will appear before 15 days of subscription expiry.
Click here to renew the subscription.
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Renew
Fill in the required fields & click continue button to complete the payment process.
Enter No of required users.
Select the required subscription months from the drop-down list.
.
Select the Billing cycle.
Click Continue button to proceed
for payment.
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THANK YOU!
For further information please contact us:
Telephone : 1300 276 266Email : [email protected]