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

1. 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.

2. 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 as described in Sub-Account Management section

3. Add a new Sub-Account

• Tap on the "New Member" button.
• The new member creation form will be displayed.

4. 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 such as Profile Image, Group, Alergen, Banned Item.

Manage My Account

1. Access to My Account

• Navigate to My Account in the Menu

2. Manage My Account

• Tap on each section on Navigation bar including Persional Information, Card, and Settings

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

Sub-Account Management

1. Manage Sub-account

• Tap expand button to see the genaral details with actions.
• Tap to each action icons: Delete, View, and Edit.

• 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

2. Assign Group for Sub Account

• Click on the "Group" option.

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

3. Add Card for Sub Account

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

• 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

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

Manage Pre-Orders

1. 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.

2. 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

3. Filter Orders

• Tap on Filter button

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

3. 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.

4. 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.