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--- manual [2025/04/29 15:15] – admin
+++ manual [2025/05/07 09:42] (current) – admin
@@ Line 4: / Line 4: @@
 (Release version 1.1.2) \\ User Manual \\ (Admin Portal)
-===== 1. Introduction =====
+====== 1. Introduction ======
 Welcome to the User Manual for ROSY – Axess Law’s Proprietary Conveyancing System. Developed with the vision of redefining real estate legal services in Canada, ROSY combines innovation, security, and simplicity to streamline the conveyancing process for legal professionals. Designed exclusively for Axess Law's internal teams and partners, this web-based application offers a secure virtual environment to manage real estate transactions efficiently. Whether preparing documents, tracking deal progress, or managing client information, ROSY provides a seamless and intuitive experience that reflects Axess Law’s commitment to accessibility, transparency, and cutting-edge legal solutions.
-===== 2. General Information =====
+====== 2. General Information ======
 ROSY is a secure, web-based application specifically developed to support and enhance the conveyancing processes used by Axess Law. The platform allows legal professionals to manage real estate transactions efficiently, from initial client intake to final closing. ROSY supports multiple user roles with varying access levels, ensuring that sensitive information remains protected while allowing seamless collaboration. The system is designed to operate across modern browsers and devices, requiring only a stable internet connection for access. All data entered into ROSY is stored securely, with regular backups and compliance with industry-standard data protection protocols. This manual provides a comprehensive overview of the application’s capabilities and how to use them effectively.
-==== 2.1 System Overview ====
+===== 2.1 System Overview =====
 The web application has the following functionalities:
   * File Management Process
@@ Line 26: / Line 26: @@
   * API Exposure and Integration
-===== 3. Getting Started =====
+====== 3. Getting Started ======
-==== 3.1 Language Option ====
+===== 3.1 Language Option =====
 ROSY supports multiple language options to accommodate users with diverse language preferences. Users can easily switch between available languages for a more personalized experience.
 {{ :language_option.png?nolink&200 |}}
-==== 3.2 Sign In ====
+===== 3.2 Sign In =====
 The application features a secure login option to ensure authorized access to user accounts. Users must enter their credentials to access the system and work within the platform.
 {{ :login1.png?nolink&200 |}}
-=== 3.2.1 Valid Information ===
+==== 3.2.1 Valid Information ====
 First, enter your valid username and valid password, and then click the login button.
 {{ :login2.png?nolink&200 |}}
 Your application will be successfully logged in.
-=== 3.2.2 Invalid Information ===
+==== 3.2.2 Invalid Information ====
 If your username or password is incorrect, the system will notify you with a message saying 'Invalid username or password'.
 {{ :login3.png?nolink&200 |}}
 Enter the correct username and password and try logging in again. If the credentials are accurate, you will be logged in successfully; otherwise, the same error will be displayed again.
-=== 3.2.3 Reset Forgotten Password ===
+==== 3.2.3 Reset Forgotten Password ====
 The system provides a 'Forgot Password' option if you do not remember your password. You can click on it to recover your password.
 {{ :forget_password_1.png?nolink&200 |}}
 After clicking on 'Forgot Password', a screen will appear where you can enter your email address and click on 'Send Request' to submit a password reset request.
 {{ :forget_password_2.png?nolink&200 |}}
+When you enter your email and send the request, you will see a screen displaying the message: "Verification Email Sent."
+{{ :forget_password_3.png?nolink&200 |}}
+Then you need to check your email. You should have received an email containing a confirmation link—click on that link to proceed.
+{{ :forget_password_4.png?nolink&400 |}}
+After clicking on the link, you will be directed to a screen where you can set your new password and then submit it.
+{{ :forget_password_5.png?nolink&200 |}}
+On this screen, you need to enter your new password and then re-enter the same password for confirmation. After that, click on "Update Password" to successfully reset your password.
+==== 3.2.4 Sign in with Google ====
+The application offers a "Sign in with Google" feature for quick and secure access. This allows users to log in using their existing Google account credentials without creating a separate login.
+{{ :sign_in_with_google.png?nolink&200 |}}
+If you want to continue by signing in with Google, you can enter the email of your existing Google account, click Next, and follow the Google sign-in steps to log in through your Google account.
+====== 4. User Account ======
+This application features a comprehensive user management system that allows users to manage their accounts fully. Within this system, you can update your profile information, such as name, email, and contact details, as well as customize your account settings according to your preferences. This includes options for changing your password and controlling privacy settings, ensuring a more personalized and secure user experience.
+{{ :user_management.png?nolink&200 |}}
+===== 4.1 Profile =====
+==== 4.1.1 Change Profile Image ====
+The application allows users to easily change their profile images from their account settings. This helps personalize the user experience and keeps profiles up to date.
+{{ :profile_picture_1.png?nolink&200 |}}
+Where it says Upload Photo, click there — a system dialog box will appear, allowing you to choose and upload any picture of your choice.
+{{ :profile_picture_2.png?nolink&400 |}}
+Once you select the picture and click Open, your profile picture will be successfully updated.
+==== 4.1.2 Update User Information ====
+The application provides an option to update user information, such as name, contact details, and email signature. This ensures that user profiles remain accurate and up to date.
+{{ :update_user_information_1.png?nolink&400 |}}
+In this section, you have the option to update your first name, last name, phone number, and email signature. You can click on any text field to edit the information. Once you're done, clicking the Update button will save the changes. At any time, you can also cancel the process and exit the profile management section by clicking the Cancel button.
+===== 4.2 Account Settings =====
+Under User Management, there is also an Account Settings option, which includes the ability to change your password.
+==== 4.2.1 Change Password ====
+The application includes a change password feature, allowing users to update their login credentials securely. This helps maintain account security and user control.
+{{ :change_password_1.png?nolink&600 |}}
+==== 4.2.2 Password Validation ====
+When changing the password, validation rules are applied. If the new password doesn't meet the criteria, an error will be displayed.
+**The first rule is:** Password must contain at least 8 characters, including uppercase and lowercase letters, numbers, and special characters.
+If the password doesn't follow this rule, an error message will be shown accordingly.
+{{ :change_password_2.png?nolink&600 |}}
+If all the password rules are followed but the values in both password fields do not match, then the second rule applies: Passwords must match.
+If this rule is not met, an error message will be displayed accordingly.
+{{ :change_password_3.png?nolink&600 |}}
+Once both rules are fulfilled — the password meets all validation criteria and both password fields match — click the Update button to change the password successfully. If the user wishes to cancel the process at any time, they can click the Cancel button to exit the User Management section.
+===== 4.3 Logout =====
+The application includes a logout option, enabling users to end their session securely. This ensures user data privacy and prevents unauthorized access.
+====== 5. Dashboard ======
+The dashboard of the Rosy Admin Portal is the command center for users—it’s the first screen a user sees after logging in and serves as a quick access point to all critical information and actions. Designed with clarity and functionality in mind, the dashboard helps users quickly understand what's happening in the system without needing to dig deep into different modules.
+It displays key metrics, summaries, and real-time data, such as pending tasks, alerts, user activities, and recent updates. This immediate visibility allows users to prioritize their actions and respond to urgent matters efficiently.
+A prominent alerts section notifies users of upcoming deadlines, overdue items, or system-wide announcements. Alongside that, the notification panel highlights recent activity, such as task assignments, status changes, or file updates, keeping users aware of everything relevant to their role.
+In addition, the dashboard includes a robust task management section equipped with advanced filters. These filters allow users to efficiently search, sort, and locate specific files or tasks based on various criteria. Whether it’s by date, category, status, or assigned user, the filtering system ensures smooth navigation and faster access to the required information, greatly improving productivity and control over daily operations.
+Overall, the Rosy Admin Portal dashboard transforms complex workflows into a clean, informative, and action-oriented experience, making it easier for users to manage their responsibilities effectively from a single, unified interface.
+{{ :dashboard_1.png?nolink&600 |}}