Cashless Campus: Admin User Guide (Curro)
Go to live.eezipay.co.za
1. Admin User Guide
Welcome to the Admin User Guide for Cashless Campus & Launchpad. This guide will assist you with a clear step-by-step process for using the Cashless Campus Portal & Launchpad System. Should anything in these Systems or in this guide be unclear, or should you have any questions that are not covered herein, please get in touch with our support desk by emailing us at support@eezipay.com, and we will gladly assist you in person.
2. CASHLESS CAMPUS PORTAL ADMIN GUIDE
The first section of the guide focuses on the admin tasks in the Cashless Campus Portal.
3. live.eezipay.co.za
Navigate to the following link, live.eezipay.co.za, to be directed to the Cashless Campus Portal Login Page.
4. Enter Username and password
To Login, simply enter your username and password, followed by clicking on the Login button to successfully log in to the system.
5. How to verify Learners
How to batch verify Learners.
6. User Verify
Click on the USER VERIFY button under the ADMIN Dashboard.
7. Learner Verify
A list of Users who registered and need approval will be displayed. Simply click on the green tick next to their name to verify them.
8. Pop -Up Message
The system will provide a pop-up message asking you to confirm that you would like to proceed with verification of a learner. Click the Yes button to proceed.
9. Verification Success
The system will indicate that the user has been successfully verified and notified via email.
10. How to batch verify Learners
How to batch verify Learners.
11. How to Batch Verify
Supervisors have the ability to batch verify Users by simply clicking on the Batch Verify button.
12. How to Batch Verify Learners
The system will provide a list of users available for batch verification.
13. Batch Verify Selection
Simply click on the tick box available next to the Username of the users whom you wish to batch verify.
14. Batch Approval
The system will show a pop-up message to confirm. Simply click the Yes button to complete the batch verification process.
15. Success
The system will indicate that the users have been successfully verified and notified via Email.
16. How to batch decline Learners
How to batch decline Learners.
17. Batch Decline
You can batch Decline learners by simply clicking on the Batch Decline button.
18. Select Learners
Select the users whom you want to decline by selecting the tick box for the users.
19. Batch Decline
Click on the Batch Decline button.
20. Batch verify pop-up
A popup will show confirming the batch decline. In order to decline, please provide a reason for declining the users in the textbox provided and then click yes to decline.
21. Success
The system will then indicate that the users have been successfully declined and notified via email.
22. How to verify a Merchant
How to verify a Merchant.
23. Admin Dashboard
Click the View Merchants button in the Admin Dashboard to view merchant requests.
24. View Merchants Requests
A list of Merchants will be displayed who require approval, simply click on the green tick to approve the Merchant store request.
25. Are you sure pop-up
The system will provide a pop-up confirmation message. Simply click on the Yes button to approve the Merchant store request.
26. Merchant Approval
The system will indicate that the Merchant has been approved.
27. How to Reject Merchant store requests
How to Reject Merchant store requests.
28. Reject Request
To reject a Merchant store request, simply click on the Red Cross for the Merchant store request.
29. Not Valid Reason
You are then required to provide a reason by entering it in the Reason text field available, followed by clicking on the Submit button to proceed with the rejection of a Merchant store request.
30. Rejected Merchant
The system will indicate that the merchant store request was successfully declined, and they will be notified via email.
31. How to View Organization Users
How to View Organization Users
32. View Users
Simply click on the View Users button on the Admin Dashboard to view Organizational users.
33. Viewing Organization Users
The system will provide a list of all Organization Users.
34. How To Manage Notifications
How To Manage Notifications.
35. Manage Notifications
You have the ability to Manage Notifications by clicking on the Manage Notifications button.
36. Create New Admin Notification
Click on the Create New button to proceed with creating an admin notification.
37. Enter Notification Details
Enter the notification details, such as title, message, importance level, School or Organisation, time, followed by clicking on the Submit button.
38. Notification Created
The system will indicate that the Admin Notification has been successfully created.
39. Send Notification
To send notifications, simply click on the green email envelope to have the notification sent.
40. Remove Notification
To remove notifications, simply click on the red cross located on the right-hand side of the notification to have the notification deleted.
41. Delete Notification
The system will indicate that the notification has been deleted.
42. How to Contact Eezipay
How to Contact Eezipay.
43. Contact Eezipay Form
To contact Eezipay, click on the "Contact Us" button in the main menu on the left. You will find the support email and telephone number at the top. You can also submit the form with your support query by completing all the fields and then clicking the submit button.
44. Form submitted successfully
Once submitted, the system will display a success notification indicating that the support email was sent, and that Eezipay will be in touch soon.
45. LAUNCHPAD ADMIN GUIDE
The second section of the guide focuses on the admin tasks in Launchpad.
46. How to issue a card for a user in Launchpad.
How to issue a card for a user in Launchpad.
47. eezipay2.dedicated.co.za:9054
Log into Launchpad by going to eezipay2.dedicated.co.za:9054, and enter your Username and password, followed by clicking on the Submit button.
48. Launchpad Commons
Select the Organization from the dashboard to proceed.
49. View User
A List of all organizational users will be displayed. Click on the View user button for the user you wish to create a card for.
50. Add Cards
Scroll down and click on the Add cards button available to add a card for a user.
51. Card Details Entering
Enter the card number by selecting it from the drop-down when populated.
52. Submit Form
Click on the Submit Form button to have the Card created for the user.
53. Successful Card Added to User
The system will indicate that the card has been successfully added for the user.
54. How to do Merchant Payouts in Launchpad
How to do Merchant Payouts in Launchpad.
55. Dashboard
To start the Merchant payout request process, simply hover over the Finance menu section in Launchpad.
56. Finance
Click on the Settle Accounts Menu option.
57. Settle Accounts
Toggle the Transaction under the Good Transactions section on Launchpad to continue with the Merchant payout process.
58. Approve Payments button
Click on the Approve Payments button to approve the merchant payout transactions.
59. Pop-Up Confirmation
The system will provide a pop-up message to confirm. Simply click on the Yes button to proceed.
60. Payout Success
The system will provide a Success message stating that the transactions will be settled.
Thank you for taking the time to watch this Admin User Guide for the Cashless Campus platform and Launchpad. We hope this guide has helped you feel more confident in using the system to streamline your campus operations. If you have any questions or need further assistance, our support team is here to help. Simply reach out via email at support@eezipay.com. At Eezipay, we’re committed to making your cashless campus experience as simple, fast, and eezi as possible. Thank you once again, and happy managing!
