Workstation

Release Notes

Introduction:

In current scenario broker admin is not having option to filter the funds on find fund page. Now we are introducing the concept of the workstation.

Workstation is nothing but the filtered subset of the find funds page. Users introduced by introducer should be automatically assigned Either General Workstation (All funds should be visible) or customized workstations using settings.

In this document we will discuss the settings and working of the workstations in details.

Super Admin Settings

Super admin can manage the settings for the workstation creation. Super admin can decide which broker will have the option to create workstation.

This can be managed using following path:

Super AdminModule SettingsSelect Broker SettingsAllow to create workstation

Note:

This option will be by default disabled

Broker Admin Settings

If “Allow to create workstation” settings are enabled from super-admin then Work Station option will be available in the following path

Broker Admin Site SettingsWorkstation Settings

When broker admin selects work station settings then following page get displayed:

Create New Workstation

Broker admin can create new workstation by using “New Workstation” button as shown below:

When broker admin clicks on the “New Workstation” button then three tabs gets open as shown below:

1. Create Workstation

2. Assign Funds

3. Assign Users

Create Workstation

Workstation can be created by entering following fields:

Name: Name of the workstation should be entered here

Type: Type should be by default referral code

Code: this field broker admin can add or remove introducer/fund manager names

Description: Description about the workstation should be entered here

Available on web: This manages the availability of the workstation on web application

Available on mobile: This manages the availability of the workstation on mobile application

Cancel button should cancel the form and Next button should redirect the user to Assign Funds tab.

Assign Funds

Funds can be assigned to the workstation in this tab. Search option can be use to find any particular fund.

Back button redirects to create workstation tab and next button should redirect it to the “Assign Users” tab.

Note:

Alpha funds / Introducer has referral link as shown below:

When fund manager shares this referral link with any user then system will redirect that user to sign up page. Once the sign up is done, that user come under that fund manager / Introducer.

In work station creation if broker admin selects the fund manager in code selection then assign fund section should have fund which belongs to the selected fund manager and assign user tab should have users invited using referral link.

When this workstation is assigned to the user then, funds selected in this tab should be displayed on the find fund page and top performing funds on the dashboard.

Assign Users

Users can be assigned to the workstation under this tab as shown below:

Assigned work station should be displayed against user name in following path:

Broker AdminUsers

Back button should redirect the user towards assign fuds page and save button should save the workstation and it should get listed as shown below:

Each workstation gets listed with the following fields:

Workstation ID: Unique id assigned to each workstation gets displayed

Workstation Name: Name of the workstation should be displayed

Type: Type of the workstation should be displayed

Introducer/Master: Name of the introducer and master should be displayed

Created on: Date and time when workstation is created should be displayed

Status: Status of the workstation should be displayed

Action:

Action drop-down should have following options:

Modify: Broker admin can modify existing workstation using this option

Suspend/Activate:

If broker admin suspends the workstation then following confirmation box appears:

When broker admin suspends the particular work station then user can view general workstation.

Broker admin can activate the suspended workstation again:

Delete:

Broker admin can delete the workstation as shown below:

Duplicate:

Broker admin can create duplicate workstation as shown below:

Duplicate workstation get created with copy as suffix as shown below:

Filter for workstation

Workstations listed on the page can be filtered using following filter:

Created: Workstations created between selected date range should be displayed on the page

Status: Workstations can be selected based on the status as shown below:

Filter:

When broker clicks on the filter button then entries based on the search criteria Reset:

When broker admin clicks on the reset button then search criteria entered gets cleared.

Investor side working of the workstation

Consider the workstation in following example:

Fund is selected as shown below:

User is also assigned as shown below:

For assigned user in above workstation only one fund will be visible on “Find Fund” page as shown below:

For other users all funds will be available on find fund page as shown below: