200/200
200/200

#### Settings

#### Profile Details:

First Name*
Last Name*
Select
Mobile Number
Sender Email
Company Name

#### Account Details:

###### Password

Set a unique password to protect your account.

Change Password

###### Two-Factor Authentication (2FA) setup

Configure two-factor authentication to add an extra layer of security to your account.

Enable 2FA

###### Manage Permissions

Manage team members & access control for large exhibitors.

Manage Permissions

###### Deactivate/Delete Account

Choose to temporarily deactivate or permanently delete your account and all associated data.

Deactivate/Delete Account

###### Login Activity

Check for unauthorized access by reviewing your account's login activity.

Login Activity

###### Notification Preferences

Choose how to receive notifications (Email, SMS, WhatsApp, Push)

SMS
E-Mail
WhatsApp

###### Auto–Detect WhatsApp Availability before sending a message

Ensures messages are sent only when WhatsApp is online. Get notified of disconnections.

###### Languages support for WhatsApp messages

Manage the language used for all WhatsApp message features within this portal.

Choose Language

###### Enable Read Receipts Tracking (webhooks)

Enable webhooks to receive real-time notifications when your WhatsApp messages are read by recipients.

###### WhatsApp Contact Number Selection

Control message delivery: all numbers or primary only.

All Numbers
Only Primary Contact

#### Regional Preferences:

###### Preferred Language

Choose your preferred language for the application to ensure all text is displayed in your chosen language.

###### Currency

Specify the currency for all billing and transaction-related activities within the application.

###### Time Zone

Set the time zone that will be used for all date and time displays within the application.

###### Auto Save Contact after scanning

Enable automatic saving of contact details after each successful scan.

##### Plan Summary

Upgrade/Downgrade

###### Plan Name

Small Enterprise

###### Price

₹ 5000

###### Available Credits

2415/5000

###### Purchase Date

20 March 2025

###### Expiry Date

20 August 2026

###### Status

Active

###### Payment Method

View and modify your saved payment information.

Choose Language

###### Payment History

View and modify your saved payment information.

| Transaction ID | Date/Time | Amount | Payment Method | Status | Action
--- | --- | --- | --- | --- | --- | ---
| TXN-20231027-ABC12345 | 15 May 2020 8:00 am | 500 | Credit Card | Successful |
| TXN-20231027-ABC12345 | 15 May 2020 8:00 am | 500 | Credit Card | Successful |
| TXN-20231027-ABC12345 | 15 May 2020 8:00 am | 500 | Credit Card | Successful |
| TXN-20231027-ABC12345 | 15 May 2020 8:00 am | 500 | Credit Card | Successful |
| TXN-20231027-ABC12345 | 15 May 2020 8:00 am | 500 | Credit Card | Successful |

## Team Access & Permission

Manage team members and their access levels, assigning specific roles and permissions to control what they can view and modify.

#### User List

| Sr.No | Name | Email | Role | Status | Last Login | Credit Used | Action
--- | --- | --- | --- | --- | --- | --- | --- | ---
| 1 | Samuel Schmidt | deanna.curtis@example.com | Administrator | Active | 17:38, 18/10/2022 | 500 |
| 2 | Samuel Schmidt | deanna.curtis@example.com | Administrator | Active | 17:38, 18/10/2022 | 500 |
| 3 | Samuel Schmidt | deanna.curtis@example.com | Administrator | Active | 17:38, 18/10/2022 | 500 |
| 4 | Samuel Schmidt | deanna.curtis@example.com | Administrator | Active | 17:38, 18/10/2022 | 500 |
| 5 | Samuel Schmidt | deanna.curtis@example.com | Administrator | Active | 17:38, 18/10/2022 | 500 |

## Add User

Input the new user's information, assign their role, and configure their access permissions within the system.

1

User Informations

2

Set Permissions

3

Review Details

First Name*
Sender Email*
Role
Send Invite Link (A secure password creation link will be sent)
Next

###### User & Role Management

Enable All
View Users

Lists all system users.

Add/Edit Users

Creates new user accounts or modifies existing ones.

Delete/Deactivate Users

Removes users from the system or temporarily disables their access.

Manage Roles & Permissions

Defines user roles and assigns specific access rights.

###### Contacts & Lists

Enable All
View Contacts

Allows users to see contact lists and details.

Add/Edit Contacts

Allows users to create new contacts or modify existing ones.

Import/Export Contacts

Allows users to import contact data from external files or export it.

Tag Contacts

Allows users to categorize contacts with labels for organization and filtering.

Delete Contacts

Allows users to remove contacts from the system.

###### Drip Campaigns

Enable All
Create/Edit Drip Campaigns

Allows users to set up or modify automated sequences of messages.

Activate/Deactivate Drips

Allows users to start or stop automated message sequences.

Delete Drip Campaigns

Allows users to remove automated message sequences from system.

###### Events Module (Exhibitor only)

Enable All
View Events

Allows users to see event details.

Add/Edit Products

Allows users to create new or modify existing product listings.

Delete Products

Allows users to remove product listings from the system.

###### Products Module (Retailer only)

Enable All
Products Module (Retailer only)

Allows users to see product details.

Add/Edit Events

Allows users to create new or modify existing event listings.

Delete Events

Allows users to remove event listings from the system.

###### Wallet & Credits

Enable All
View Wallet & Balance

Allows users to see their wallet balance and credit information.

View Add/Deduct History

Allows users to view a record of credits added or deducted from their wallet.

Delete Events

Allows users to remove events from the system.

###### App Settings

Enable All
Language Preferences

Allows users to set their preferred language for the application.

WhatsApp Preferences

Allows users to customize their WhatsApp settings within the application.

Contact Send Preferences (Primary or All Numbers)

Allows users to choose which phone number to use for sending msgs.

Notification Settings

Allows users to configure application notifications.

###### Reports

Enable All
View Reports

Allows users to see reports.

Export Reports (CSV, PDF, Excel)

Allows users to export reports in various formats.

Back Next

###### User Information

Edit

###### Name

deanna curtis example

###### Email

deanna.curtis@example.com

###### Role

Administrator

###### User Permission

Edit

###### User & Role Management

###### Delete/Deactivate Users

Removes users from the system or temporarily disables their access.

###### Contacts & Lists

###### Add/Edit Contacts

Allows users to create new contacts or modify existing ones.

###### Delete Contacts

Allows users to remove contacts from the system.

###### Drip Campaigns

###### Create/Edit Drip Campaigns

Allows users to set up or modify automated sequences of messages.

###### Activate/Deactivate Drips

Allows users to start or stop automated message sequences.

###### Delete Drip Campaigns

Allows users to remove automated message sequences from system..

###### Events Module (Exhibitor only)

###### Add/Edit Products

Allows users to create new or modify existing product listings..

###### Products Module (Exhibitor only)

###### View Products

Allows users to see product details.

###### Wallet & Credits

###### View Wallet & Balance

Allows users to see their wallet balance and credit information.

###### View Add/Deduct History

Allows users to view a record of credits added or deducted from their wallet.

###### App Settings

###### Contact Send Preferences (Primary or All Numbers)

Allows users to choose which phone number to use for sending msgs.

######

###### View Reports

Allows users to see reports.

###### Export Reports (CSV, PDF, Excel)

Allows users to export reports in various formats.

Create Role

###### Change Password

Update the password you use to log in to your account

New Password
Cofirm New Password

Must be at least 15 characters long

Must contain an uppercase and a lowercase letter (A, z)

Must contain a number

Must contain a special character (!, %, @, etc.)

Change Password

###### Two-Factor Authentication (2FA) setup

Keep In Touch requires you to protect your account with 2FA. How would you like to receive one-time passwords (OTPs)?

###### SMS

Receive Verification via SMS.

###### E-mail

Receive verification codes via email.

Next

###### Two-Factor Authentication (2FA) setup

###### Email Setup

We have sent you verification code to hello@keepintouch.com

###### 1. Go to your inbox

Can't find the code make sure to check your spam folder

###### 2. Finish setup

Enter the verification code we sent to your email. The code will be vaIid for 15 minutes.

Enter OTP
Back Verify

###### Account Deactivation/Deletion

Choose to temporarily deactivate or permanently delete your account and all associated data.

###### Deactivate account

If you proceed with deactivation, your account will be temporarily suspended.

###### Delete account

This process cannot be undone.

Continue

###### Login History

Check for unauthorized access by reviewing your account's login activity.

#### Credits History

Timestamp | IP Address | Device
--- | --- | ---
2023-10-05 09:15:32 UTC | 192.168.1.1 | Chrome (Windows 11)
2023-10-04 14:30:15 UTC | 10.0.0.2 | Safari (iPhone iOS 16)
2023-10-03 18:22:47 UTC | 203.0.113.42 | Firefox (MacOS Ventura)
2023-10-05 09:15:32 UTC | 192.168.1.1 | Chrome (Windows 11)
2023-10-05 09:15:32 UTC | 192.168.1.1 | Chrome (Windows 11)

###### Languages support for whatsapp messages

Manage the language used for all WhatsApp message features within this portal.

###### Choose Language

Arabic
Catalan
Czech
English

###### Selected Language

Arabic
Catalan
Czech
English
French

#### Delete User

Are you sure you want to delete the User?

#### Confirm Account Deletion

Are you sure you want to permanently delete your account? This action is irreversible.

#### Deactivate User

Are you sure you want to deactivate the User?

#### Confirm Account Deactivation

Are you sure you want to deactivate your account?

####

#### Password ChangedSuccessfully

Your password has been successfully updated. You can now use your new password to log in