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Perkspe Settings Overview

1. Profile​

  • This tab displays Profile Information and allows for security actions:

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2. Company Details​

  • This section displays the organization's legal and status information:

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  • Details: Includes the Company Name (e.g., Dataopsly) and mandatory legal numbers like the CIN Number (e.g., U12345MH2000PTC123456).

  • Missing Information: Fields like PAN Number, Address, and GST Number may be marked as "Not provided" or "Not registered".

  • Status: The Onboarding Status for the organization is shown (e.g., completed).

3. Billing​

  • This tab is dedicated to financial information.

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  • Fields: Lists essential fields such as Billing Email, Tax ID, Billing Address, and Next Billing Date (all shown as "Not provided" in the example).

4. Team​

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  • This section manages Team Members within the organization (e.g., Dataopsly):

  • Table Data: The table lists members by Name, Email, Portal Access, and Status.

5. Roles​

  • This tab manages Roles & Permissions:

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  • Default Roles: Three system-defined roles are visible: dataopsly_employee, dataopsly_manager, and dataopsly_admin, each with a description and an Edit action.

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  • Creating New Roles: A + Create Role button allows users to define a new role with a required Role Name, Description, and selection of Permissions from a dropdown list.

A. Permissions​

  1. Full access to the users

  2. Create new users

  3. View user information

  4. Update user information

  5. Update own user information

  6. Update other user information

  7. Delete users

  8. List all users

  9. Full access to the expense & finance

  10. Create new expense

  11. View expense information

  12. Update expense information

  13. Approve or Reject expense information

  14. Delete expense

  15. List perks to expense

  16. Full access to the perks

  17. Create new perks

  18. View perks information

  19. Update perks information

  20. Delete perks

  21. Assign perks to users

  22. List perks to users

  23. Create new roles

  24. View role information

  25. Update role information

  26. Delete roles

  27. Assign roles to users

  28. Create expense_attachments

  29. View expense_attachments

  30. Update own expense_attachments

  31. Update any expense_attachments

  32. Delete own expense_attachments

  33. Delete any expense_attachments

  34. Publish/unpublish expense_attachments

  35. View expense_notifications

  36. Create expense_comments

  37. View expense_comments

  38. Update own expense_comments

  39. Delete own expense_comments

  40. Moderate all expense_comments

  41. View dashboard

  42. View HR dashboard

  43. View Finance dashboard

  44. View analytics

  45. Generate reports

  46. Export reports

  47. View own profile

  48. Update own profile

  49. View any profile

  50. Update any profile

6. Templates​

  • This section manages Notification Templates for professional email communications:

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  • Templates Available: Pre-designed templates include Perk Approved, Perk Claimed Confirmation, Birthday Perk, Work Anniversary Perk, and Wedding Anniversary Perk.

Creating Templates:

  • The create template option is used to create a new template.

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Editing template:

  • The Email Template Editor is used to create a New Template or Edit Template.

  • Click the Preview button to view the particular Mail template and click the edit template option to edit.

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  • The Email Message supports variables (placeholders) enclosed in double curly braces.

  • A Preview panel shows the rendered email with the variables in place.

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  • Click the update template option to update the template.

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7. Password Reset​

  • Click the Reset Password button located in the top-right corner of the "Profile Information" section.

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Update Your Password

  • A "Reset Password" pop-up will appear.

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  • Your email address will be pre-filled.

  • You must enter your Current Password, a New Password, and then Confirm New Password.

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The new Password must meet the following requirements:

  • At least 8 characters

  • Upper & lowercase letters

  • At least one number

  • Special characters are recommended

  • The interface includes a Password strength indicator to help you create a strong Password.

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If you try to use the same Password, an error message will appear stating, "New Password cannot be same as Old Password".

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  • Once you have entered a valid new Password, click the Update Password button.

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  • Upon a successful change, a confirmation message, "Password updated successfully!", will be displayed.