The Web Portal is the part of the GeniusVoucher platform that allows users to create projects, add beneficiaries, vendors and products to projects, and perform top-ups. The web portal also allows users to monitor project implementation progress via real-time statistics about the project operation. In this part of the user manual, you will learn the following:
Navigation through the various sections and components of the web portal.
How to add users for the web portal and the terminal device.
How to create new projects.
How to add beneficiaries, vendors, products, and update their information.
How to perform top-ups.
How to monitor project progress and real-time statistics about projects via dashboards.
How to generate reports using the reporting tool.
In addition to the functionalities mentioned above, you’ll learn about:
Defining custom data attributes for beneficiaries, vendors, products and projects.
Use the data of vendors, beneficiaries, and products of one project in the system in another project.
How search for beneficiaries, vendors, and other data records in the system.
How to perform bulk import of beneficiary, vendor and product data and how to export data in a desired data format.
How to configure the display of data records using the group-by, sort, pagination, and reorder features.
How to activate fingerprint scanning for your project.
How to integrate your GeniusVoucher projects with your CommCare projects.