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 |
| Partner Country Executives | How to activate PAE / SDR executives per country and bulk-reassign partners |
| 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 |
| Payment Chargebacks | How payment disputes freeze company balance and how to register or close them from /chargebacks |
| 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 |
| Collections | How to work a company collection file: filters, timeline, notices, promises, and assignment rules |
| 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 |
| Carriers | How to browse carriers and services, configure a carrier, and open a service to set costs and prices |
| Bulk Custom Plans | How to assign catalog price plans to many companies from a CSV on the carriers list |
| Bitspei | How to browse Bitspei partner leads, view products of interest, and access file attachments |
| Client Carrier Activation | How to restrict carriers and services for a specific client — fully or in quote-only mode — by service, carrier, or country, plus the company-wide quote-only restriction |
TIP
The Finance guide is a reference example. Use it as a model when writing guides for new modules.