All screens of the Back Office user interface are designed in a similar way and most of them provide common functions, such as data exporting, visibility settings, and so on, which will be covered in more detail in the following sections.
Here are some general notes on the interface options, which are available in the topbar on all screens:
Click the Burger button to expand or collapse the main menu.
Click the Calendar icon see the events that are scheduled for admin users in the Event Calendar. The counter badge on the icon shows the number of upcoming events.
Click the Shield icon to see antifraud notifications. The counter badge on the icon shows the number of new notifications.
Click the Bell icon to see pending client requests. The counter badge on the icon shows the number of new requests.
Click the Language icon to select a language.
Click your login to show the Log out button.
Buttons below always have the same functions throughout the interface:
— Search button is located in table header and used to apply filters,
— Reset button is located in table header and used to reset applied filters,
— Edit button is located in table row and used to switch to detailed view of the content,
— Delete button is located in table row and used to delete this row content,
— Create button is located above the table and used to add a new entry,
— Export button is located above table and used to export table content to a CSV file.
Some content of the pages (like ID or name) are hyperlinks, which lead you to the details page, if you have required permissions.
Data in the Back Office is organized in tables that support sorting and filtering options.
If a sorting option by a column is available, the up and down arrows are displayed near the column header:
Inactive arrows are colored in gray (sorting by this column is disabled).
Click the active up arrow to sort in the ascending order.
Click the active down arrow to sort in the descending order.
Sorting by a single column can be applied at a time.
If a filtering option is supported for a column, the input field is displayed under the column header. The type of input depends on the column content: text, number, date, selector and so on. When filtering by date, usually the start date and end date fields are available so that you can specify a period.
To enable a filtering option, click the Search button. To disable it, click the Reset button.
Multiple filters can be applied to table columns at a time. In addition, the filtered data can be sorted.
You can specify number of rows in a table by selecting the number of records to be displayed.
You can directly specify the page to be displayed or use left/right arrows to navigate to previous/next page.
To choose which data you want to display in a table, click Visibility Settings and mark or unmark the columns you want to display or hide.
Visibility settings are applied to all the users of the Back Office.
Almost all pages of the Back Office support data export to a CSV file. This file can be either downloaded to your computer or sent to the email address, specified for your profile. To export data, click the Export button and select the required option.
The exported file contains data that matches your current sorting, applied filters and visibility settings.