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  • 1. Admin CentralOverviewThis is the admin area we are building with the “Centralized database” we’ve discussing tomanage the agents using the Lead & the Retire Village systems. We will be calling it “AdminCentral” or AC in the documents.New User RoleWe will need a new User Role for our platform, called “RV Admin”. This will be for Joe (who willbe running the Retire Village system). We do NOT want him to have any access to the LeadGeneration platform or the current admin dashboard.This role will see the Admin Central interface described below and can access the RV platform,but any links to the lead center (Admin or Agent) will be disabled.The “Super Admin” that we have now (Kevin & Allison) will be able to access all parts of allsystems.The “Partial Admin” (what Brianne has now) will have no change to its current role in Leadssystem and will have full access to the Retire Village admin and the Admin Central areas.Admin Central DashboardThis page is the “home page” of the AC area of the system.It has the following features / components:Agent Table:By default we show a table of all the “Active” agents using either the Lead System, RV System orboth.The columns are:Agent NameSign-up Date (date the profile was created)Leads (if they have an “active” lead program status)View (the GO button takes you to their agent profile on lead system (not for RV Admin role)Retire Village (if they have an “active” retire village account)View (the GO button takes you to the RV section for that agent)**Bundle (if they have an “active” Bundle” program. If yes, then yes would be in the leads & RetireVillage columns as that is what the bundle is).Profile: the View button takes you to the “AC profile page” described below.ADD AGENTAgent Sign-up Leads View Retire View Bundle Verified ProfileName Date VillageJohn 4-3-12 Yes GO --- VIEWAdamsNote:Would be nice to have a filter on this page for Type of Program (All, Leads, Retire Village,Bundle), and Status: Active, Inactive
  • 2. AC Profile Page (for each Agent)When you click on the “View” in the profile column on the Agent Table above, you come to anAgent Profile page. This has:Contact Info (Edit)Agent Name Login to Leads Login to RVAddressCity, State, ZipPhoneEmailBilling Info (Edit)Name: (pre-populated from Agent Name)CC NumberExpiration Date fieldsCVV numberPartner Information (Edit)Partner Name:Partner Coupon Code:Note: This is the partner info (like in lead system) that gives them the coupon code necessary toa) get a discount on leads and /or b) be able to have a Retire Village account.Products (Edit)This is where we show the products they are currently active with… My thought is to show ALLproducts we have, and a check box in front, and if checked it means they are active. This way wecan also use this page to “add” a service for them.For example, if they do not have Retire Village yet, if we check the box “Retire Village $75” thiswould create their record in the RV system, and start to bill them… This would be a necessarystep to get someone started with RV – first we have to create their Agent Profile at the AC level,and then turn their product “on”… Premium Leads $98 Premium Leads $118 Retire Village $75 and so forth, show all the products we have…Status (edit)Drop-down: Active, Inactive, Delete (to discuss…) SAVENote:1. Login Buttons go to the agent’s area for each system (not active if they don’t have a productfrom that system set-up (active or inactive, should still have access). Note: for RV Admin role,the Login to Leads button is not visible.2. Each section has an “edit” button, and then SAVE on each section if you make updates.3. For the “Products” section, for the “RV Admin” user role, can we have it so they can NOT editthe lead products?
  • 3. 4. We show all the products that we have available… that is easiest?5. If agent does not yet have Retire Village (for example), the Login to RV button would begrayed out, but if admin then clicked on the product and saved, the button would becomeaccessible so that we (or agent) could then login to RV to finish their account set-up.
  • 4. 4. We show all the products that we have available… that is easiest?5. If agent does not yet have Retire Village (for example), the Login to RV button would begrayed out, but if admin then clicked on the product and saved, the button would becomeaccessible so that we (or agent) could then login to RV to finish their account set-up.
  • 5. 4. We show all the products that we have available… that is easiest?5. If agent does not yet have Retire Village (for example), the Login to RV button would begrayed out, but if admin then clicked on the product and saved, the button would becomeaccessible so that we (or agent) could then login to RV to finish their account set-up.