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User Administration
Administrators can add/create new users. Users will automatically get an email with a link to the system as well as their username (email address) and a temporary password. Administrators can disable inactive users and assign spesific access roles to users. Users can request a new password in case they forget theirs, in a secure manner. They will get a link emailed to them with a link to reset their password.
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Login
Users can securely log in and out of the system with their own credentials.
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Multi-tenancy
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Multi-tenancy refers to a software architecture in which a single instance of software runs on a server and serves multiple tenants. A tenant is a group of users who share a common access with specific privileges to the software instance. We create an “Application Instance”. Data is secured and each tenant can only view its own data.
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Single company - multiple branches
Users might work for the same company with a branch in 5 different countries. These countries all need this system but they do not and should not see each other’s data. In this case it would be like having 5 different copies of the system, but there is actually just one.
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Different companies
The system can also be configured where a lot of different companies use the system, each with their own “instance”. Each instance can have its own settings and will act like a separate installation.
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Authorization
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Authorization is configured per “Access Role”. Access roles are custom built for each system. Only users with an access role that allows that user to perform a certain task can do so.
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CRUD
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Basic actions like creating, updating, and deleting records are built-in. Navigation between relating records are also predicable and user friendly. Before deleting anything, you will get a confirmation dialog to make sure that nothing gets deleted by mistake.
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BPMN 2.0
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Picksmart has an industry leading business process engine built into all applications. Business processes can be mapped using BPMN 2.0 notation and uploaded to the system.
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3rd Party Integrations
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XDS Personal Credit Check
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XDS Commercial Credit Checks
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Experian
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PayU Online Payments (South Africa)
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PayPal Online Payments (International)
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Amazon Web Services
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Globeflight Courier Services
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Audit Trail
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Every action taken on every record gets recorded. A record’s history can be viewed by clicking on the info button. Data changes are displayed so that you can easily see what changed.
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Deleted data will be red.
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Added data will be green.
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Unchanged data will be grey.
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Report Templates
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We create Report templates using Jasper Reports, as well as Libre Office (Odt format).
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We can customize file exports so that it is formatted the way you need it.
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Data Dump to .XLSX
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Any list can be exported to a .xlsx file (if you have access). This is a great option if you need to perform offline calculations on data.
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Webhook Listeners
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Webhook Listeners allow you to easily keep track of entities that are created or updated, by sending a JSON representation of them to a specified URL endpoint or email address. For example, you can set up a Webhook to monitor new clients that have been created. The webhook listener page can typically only be accessed by Administrators.
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SMS / Email
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Sending Customizable Templates
Administrators can setup SMS or email templates. Templates can contain placeholders that the system can then populate before sending out the communication.
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Delivery Reports
All sent text messages will get a delivery report, Email delivery reports are only available on request.
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Receiving
The platform can receive emails, text messages, short code messages, etc.
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Push Notifications
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Users will immediately get notifications (no refresh needed).
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Electronic and Digital Signatures
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Users can sign with their finger on a mobile device.
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Built-in Web Phone
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Taks and Appointment Manager
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Stunning User Interface
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OCR and File Parsing
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File Uploads
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Barcode Scanner
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Google Maps Built-in
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Mobile Friendly
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