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Sebastien Filion edited this page May 12, 2018 · 1 revision

Company settings

  • Implement the company settings page

    The company settings page is divided in cards, each card represent a different group of settings. Some card will navigate the user to another page others don't.

    Company profile card profile

    This card gives a summary of the company's profile at a glance;

    • Name
    • Logo
    • Full address
    • Website URL
    • Email
    • Phone number
    • Number of employee

    Clicking anywhere on the card or the "Edit" button will navigate the user to the "Profile" page.

    Quote customization card quote.coverImageMediaID

    This card is mostly a overgrown link to the "Quote customization" page.
    Ideally it would show a random portfolio image from the company but could also just use a generic "roofing" image.

    Clicking anywhere on the card or the "Edit" button will navigate the user to the "Quote customization" page.

    Job customization card job.coverImageMediaID

    This card is mostly a overgrown link to the "Job customization" page.
    Ideally it would show a random portfolio image from the company but could also just use a generic "roofing" image.

    Clicking anywhere on the card or the "Edit" button will navigate the user to the "Job customization" page.

    Localization localization

    This card allows the user to change every localization values:

    • Language
    • Timezone
    • Data format
    • Time format
    • Length unit
    • Area unit

    Enabled languages localization.enabledLanguageISOList

    This card allows the user to enable/disable languages at a glance.

    Membership package.summary

    This card shows the company's current membership selection with a summary.

    Clicking anywhere on the card or the "Upgrade" button will navigate the user to the "Membership" page.

    Billing billing.summary

    This card shows the company's billing address and default credit card summary.

    Clicking on the billing address, credit card or "Edit" button will navigate the user to the "Billing" page.
    Clicking on the "View history" button will navigate the user to the "Billing history" page.

Profile

GET /companies/:companyId Retrieve the company profile. GET /companies/:companyId/settings?group=profile Retrieve the company profile. GET /companies/:companyId/settings?group=profile.name Retrieve the company name.

Membership

GET /companies/:companyId/settings?group=package.Id Retrieve the package linked to this company. GET /companies/:companyId/packages Retrieve the available packages to this company.

Billing

GET /companies/:companyId/settings?group=billing Retrieve the billing settings for this company. GET /companies/:companyId/settings?group=billing.address Retrieve the billing address for this company. POST /companies/:companyId/settings?group=billing.creditCard Add a credit card for this company. PATH /companies/:companyId/creditCard/:creditCardId Modify a credit card.

Billing history

Add credit card

Quote customization

Email

Job customization

Terms & Conditions

User preferences

Profile

Password

User management

Search

Invite

User details

Edit

Remove

Reset password

Reinvite

Package

Widget/Feature

Permission management