Module Guides

Step-by-step guides for using each module in the Envia Admin platform.

Module	Description
Finance	How to manage invoices, payments, and financial reports
Partner Payments	How to view, validate documents, mark as paid, and send to internal review
Roles & Permissions	How roles, permissions, and security levels control access in the platform
Overweight Refund	How to accept or reject overweight refunds and optionally edit the refund amount
Overweights Chargeback	How to apply chargeback (individual or bulk) to reverse a provisional overweight refund
CSAT	How to view, filter, and manage customer satisfaction survey results across all channels
CRM	How to manage prospects and clients through the sales pipeline (Kanban, Table, Calendar views)
Partners CRM	How to manage the partner recruitment pipeline (Kanban, List, Calendar, follow-up notes, KPIs)
CRM Analytics	How to read the analytics dashboard, apply filters, and drill into pipeline data
Organization Settings	How to manage taxes, chart of accounts, and bank accounts per organization
Payment Requests	How to create, track, and manage outgoing payment requests to providers
Ticket Crons	How automated jobs manage ticket reminders, autoclose, and customer satisfaction surveys
Credit Line Requests	How to review, approve, and manage credit line requests and DocuSign contract creation

TIP

The Finance guide is a reference example. Use it as a model when writing guides for new modules.