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Credit Management

The Company Credit Management page allows administrators to monitor and manage company credit balances across the Axis Connect platform. It provides a quick overview of each company’s credit status, user count, and messaging activity.

Reference:
Credit Managemt

Overview

This page displays a searchable and sortable table containing the following columns:

  • Company: Name of the registered company.
  • Email: Primary email address for the company.
  • Users: Number of users associated with the company.
  • Balance: Current credit balance for the company.
  • Messages: Total number of messages sent by the company.
  • Transactions: Number of credit transactions (purchases/debits) made by the company.
  • Actions: Quick access to manage the selected company’s credits and view details.

Features

  • Search & Filter:
    Easily find companies by name or email using the search bar. Filter the list by company name.

  • View All Users:
    Use the “View All Users” button to navigate to the full user management page for additional details.

  • Manage Credits:
    Click the “Manage” button for any company to view or adjust their credit balance, see transaction history, or perform administrative actions (e.g., add/remove credits).

The Company Credit Details page provides a detailed view of a specific company’s credit status, users, and transaction history. This page is accessed by clicking the “Manage” button on the Company Credit Management page.

Reference:
Credit Managemt

Overview

At the top of the page, you will find key information for the selected company:

  • Company Name and Email: Displayed prominently for context.
  • Current Balance: Shows the company’s available credits.
  • Total Users: Number of users associated with the company.
  • Total Messages / Total Transactions: (currently empty, but reserved for future stats).
  • Add Credits: Button to add more credits to the company’s balance.

Company Users

A table listing all users registered under the company, showing:

Reference:
Credit Managemt

  • Role: Indicates whether a user is an OWNER or USER.
  • Joined: The date the user was added to the company account.

Transaction History

A table intended to display all credit transactions for the company, including:

DateTypeAmountBalance AfterDescriptionReference
transactions history
  • Type: E.g., credit purchase, deduction, etc.
  • Amount: Value of the transaction.
  • Balance After: Resulting balance after the transaction.
  • Description, Reference: Any additional details or references for the transaction.