# Principal Account

# Description

This section outlines the procedures for managing the principal account and sub-accounts, including viewing details, managing pre-orders, and adding new members.

# View Account/Sub-Account Details

Access Principal Account

Log in to the C-Portal.
Navigate to the Principal Account section on the dashboard or in the Menu
The Principal Account page will display the list of accounts with/ without sub-accounts.

View Account/Sub-Account

Click on an account or sub-account from the list.
The details of the selected account/sub-account will be displayed, including a "View Pre-Order" button.
For sub account, there are actions such as delete, view, and edit.

# Add New Member (Sub-Account)

Access Sub-Account Management

Navigate to the Sub-Account management section.
Click the "New Member" button.
The new member creation form will be displayed.

Enter New Member Details

Fill in the required details for the new member (e.g., Firt name, Last Name).
Check box to aggree with Term and Condition and Tap the "Save" button.
A confirmation message will indicate that the sub-account has been created successfully.
Other information will be updated optionally

# Account Management

Manage sub-account

Tap expand button to see the genaral details with actions
Tap to each action icons:
- Delete: Tap "Confirm" button in the confirmation dialog to process deletion
- View: Details of sub-account is displayed
- Edit: View and update the sub-account details and Tap on "Update Profile" if there is any update

Manage Account

Navigate to My Account in the Menu
Tap on each section on Navigation bar including Persional Information, Card, and Settings

Send Feedback

Navigate to Send Feedback in the Menu
Enter Title and Desciption
Tap Send Feedback button

# Assign Group for Sub Account

Access Sub-account

Navigate to the "Sub Accounts" edit in the Principal account.

Change the group

Click on the "Group" option.

Select the group to change

Choose the desired group from the list.
Click "Apply" button to confirm the assignment.

# Add Card for Sub Account

Access Sub-account

Navigate to the "Sub Accounts" edit in the Principal account.

Add card

Scroll down to Add card section.
Click "+" button to add card.

Enter card information

Enter the card details, including Card ID and Card Alias.
Save the card to the sub-account. Note:
Card Type tag (Eg. SB, EZ, CC, etc.) is displayed when enter the first 3 - 4 digits of the card.
Smart Buddy card will show the ID masked with 4 digits displayed.
Other card types will show a whole ID

Actions for card

Click to three dot of each card
Perform actions as in the menu: Disable card, Edit card information, Delete card

# Manage Pre-Orders

View Today Pre-Orders

Tap on the "View Pre-Order" button on the Account/ Sub-account card.
The pre-order list for the selected account/sub-account will be displayed, including the current day's orders.

View Pre-Orders by Day

On the pre-order page, click on a specific day in the calendar.
The pre-order list for the selected day will be displayed accordingly

Filter Orders

Tap on Filter button
Select Status, Mealtime, and/or Weekday
The pre-order list for the selected day will be displayed accordingly

Cancel Order Before Cut-Off Time

Navigate to the pre-order details page.
Click the "Cancel Order" button for an eligible order.
A cancellation confirmation dialog will appear.
Confirm the cancellation by clicking "Cancel."
A confirmation message will indicate that the order has been canceled successfully.

Attempt to Cancel Order After Cut-Off Time

If the order is past the cut-off time, the "Cancel Order" button will be hidden.
The user will not be able to cancel the order.

# Conclusion

The Principal Account section provides a detailed guide for managing accounts and sub-accounts, including viewing details, canceling pre-orders, and adding new members. These steps help users maintain control over their accounts and sub-accounts, ensuring a smooth experience.

# Screen flow