Krayin CRM Multi Tenant SaaS extension is an add-on for Krayin CRM which converts it right into a multi vendor module.
It permits the superadmin of Krayin CRM to onboard tenants and supply them Krayin CRM within the type of Software program as a Service (SaaS).
The tenants get their very own particular person and particular CRM area and dashboard with Krayin CRM function and functionalities.
Aside from this, if you happen to’re additionally trying to combine WhatsApp with Krayin CRM, then you’ll be able to test Krayin CRM WhatsApp Integration.
- Superadmin has the flexibility to create tenants and assign them private domains.
- After area project, tenants can login to their CRM admin panel from the domains.
- The superadmin can create, modify and take away Roles inside the CRM.
- Particular permissions might be assigned to completely different roles.
- Brokers might be added, modified and deleted by superadmin.
- Roles created by superadmin might be assigned to the Brokers.
- Superadmin can mark an Brokers standing as lively or inactive.
- Filters are offered on superadmin dashboard to seek for Tenants, Brokers and Roles.
- Extension helps a number of locales together with RTL languages and might be set by tenant and superadmin each.
Prospects will get a zip folder after buying the extension. After that, Unzip the respective extension zip after which merge the “package deal” folder into the challenge root listing.
Observe:
- Don’t set up Krayin until you configure this extension.
- Clone Krayin to your root listing from https://github.com/krayin/laravel-crm/tree/v1.3.0
- Unzip the Multi-Tenant Extension zip to the Krayin root listing.
- Don’t attempt to seed the database with command php artisan db:seed.
Now, observe the beneath course of for set up,
1) Run the beneath command from root listing in terminal:
composer set up
2) Discover .env file in root listing and alter the APP_URL param to your mapped area.
Ex: APP_URL = http://saas.com
3) Additionally, Configure the Mail and Database parameters inside .env file.
4) Goto config/app.php file and add following line below ‘suppliers’
WebkulSaasKrayinProvidersSaasKrayinServiceProvider::class
5) Goto config/app.php file and add following line below ‘aliases’:
'Firm' => WebkulSaasKrayinFacadesCompany::class
6) Goto config/harmony.php and packages/Webkul/Core/src/Config/harmony.php information and add following line below ‘modules’ index in each information:
WebkulSaasKrayinProvidersModuleServiceProvider::class
7) Goto composer.json file and add following line below ‘psr-4’:
"WebkulSaasKrayin": "packages/Webkul/SaasKrayin/src"
8) One other entry inside file(‘app/Http/Kernel.php’):
On this file you’ll find an array ‘middlewareGroups’ inside it there’s a key named ‘net’ inside it do an entry:
WebkulSaasKrayinHttpMiddlewareValidatesDomain::class
9) Discover a file auth.php current inside config folder from root and do the next entries:
Insert the beneath code in ‘guards’ array.
'super-admin' => [
'driver' => 'session',
'provider' => 'superadmins'
],
Now, Insert the beneath code in ‘suppliers’ array.
'superadmins' => [
'driver' => 'eloquent',
'model' => WebkulSaasKrayinModelsAgent::class
],
insert the beneath code in ‘passwords’ array.
'superadmins' => [
'provider' => 'superadmins',
'table' => 'super_admin_password_resets',
'expire' => 60,
],
10) Run the beneath talked about instructions from the foundation listing in terminal:
composer dump-autoload
php artisan saas:set up
11) After that, entry the tremendous admin panel utilizing – (http://saas.com/tremendous/login)
After the profitable set up of the Krayin CRM Multi Tenant SaaS extension, we are able to now login to the Superadmin CRM panel dashboard.
Enter the credentials and faucet on the Login button to entry the dashboard,
As soon as logged in, the superadmin is redirected to the dashboard as per the beneath picture,
Now, from right here, the superadmin manages the Tenants, Settings and Configuration, let’s test the workings beneath,
On the Tenants web page, the superadmin manages the Tenants and their itemizing. They’ll view the record of tenants which are registered on their Krayin CRM SaaS platform.
On the itemizing web page, they will test the next tenant info,
- ID– Verify ID of the tenant.
- Identify – View the Tenant’s title.
- Electronic mail– View Tenant’s electronic mail tackle.
- Username – View Username of tenant.
- Area– Verify Tenant’s Area title
- Standing– View Tenant Standing
- Actions– Edit and Delete choice for Superadmin.
A Search bar is offered to look from the record of tenants and a Filter choice to set situations and filter the required tenant record.
Superadmin additionally has Edit choice to replace tenant info and Delete button to delete them.
Create Tenant
A Tenant may also be created by the superadmin once they click on on the Create Tenant button. After which they fill the beneath particulars,
As soon as the main points are crammed, they’ll faucet on Save as Tenant which can save the tenant particulars and credentials and add them to the tenant record.
Within the Settings part, superadmin creates Roles and Brokers for his or her CRM and may handle them from right here as effectively.
Roles
The superadmin creates Roles and may present them customized permissions or all permissions for his or her CRM.
To create a Position, they faucet on Roles which can redirects them to the Roles itemizing web page the place all the roles created are seen. It’s displayed as per the picture beneath,
To create a brand new position, superadmin will faucet on Create Position button after which fill the mandatory particulars as beneath,
1) For All Permissions
In the event that they wish to create a Position and supply all of them permissions, then they need to enter the Identify, Description and choose Permission Sort as All. It will likely be seen as beneath,
2) For Customized Permissions
If a task must be created with customized permissions, then, the superadmin enters the Identify, Description and selects Permission Sort as “Customized“.
After deciding on customized permissions, superadmin selects the permissions which can be to be given to that specific position. It will likely be seen as per the picture beneath,
After filling the main points, they’ll merely faucet on Save as Position which can create the position and can be seen on the Roles part.
Brokers
Superadmin of Krayin CRM Multi Tenant SaaS extension can create Brokers and assign them roles as effectively.
Once they faucet on Brokers, they’re redirected to the itemizing web page the place all the created brokers are seen.
To create a brand new agent, merely faucet on Create Agent and fill the mandatory particulars like First Identify, Final Identify and Electronic mail tackle.
Moreover, they’ll need to assign a Position to the agent as per their requirement and set the standing of Agent as lively or inactive.
Now, to avoid wasting the main points, superadmin faucets on Save as Agent and the agent can be efficiently created.
Superadmin will get the performance to set the Locale of their admin panel dashboard as per their requirement. The extension additionally helps RTL (Proper to Left) script languages.
They’ll navigate to Configuration>Locale Settings after which choose the required locale as per the beneath picture.
Shifting additional, lets test how Tenants or Retailers can register on the Krayin CRM Multi Tenant SaaS platform and get their very own CRM dashboards.
Register Firm
Initially, the retailers need to navigate to the Registration web page and faucet on Register Firm to start out the registration course of,
Service provider Registration
Subsequent, after tapping on Register Firm, the retailers/tenants are redirected to the Service provider Registration web page which is displayed as beneath,
Right here, the service provider has to fill the beneath particulars,
- Electronic mail
- Password
- Affirm Password
After the above particulars are crammed, faucet on Proceed to proceed to the following step which is to fill the private particulars,
Right here, they’ll enter the Identify and Person Identify after which faucet on Proceed to proceed additional,
For the following step, tenant has to enter the Group particulars as per the beneath picture,
The service provider fills the beneath group particulars,
As soon as crammed out, faucet on the Register button to finish the tenant registration web page. As soon as the registration is profitable, the retailers can now login to their personalised CRM dashboard.
From right here, they will entry the options and capabilities of Krayin CRM akin to,
- Leads
- Quotes
- Actions
- Contacts
- Merchandise
- Settings
- Configuration
The options and capabilities might be restricted by the superadmin as per requirement.
In order that was a lot in regards to the Krayin CRM Multi Tenant SaaS extension. When you’ve got any extra doubts or require additional help you’ll be able to increase a ticket or electronic mail us at [email protected].
Present Product Model – 1.3.0
Supported Framework Model – Krayin CRM 1.3.0
Krayin CRM Multi Tenant SaaS extension is an add-on for Krayin CRM which converts it right into a multi vendor module.
It permits the superadmin of Krayin CRM to onboard tenants and supply them Krayin CRM within the type of Software program as a Service (SaaS).
The tenants get their very own particular person and particular CRM area and dashboard with Krayin CRM function and functionalities.
Aside from this, if you happen to’re additionally trying to combine WhatsApp with Krayin CRM, then you’ll be able to test Krayin CRM WhatsApp Integration.
- Superadmin has the flexibility to create tenants and assign them private domains.
- After area project, tenants can login to their CRM admin panel from the domains.
- The superadmin can create, modify and take away Roles inside the CRM.
- Particular permissions might be assigned to completely different roles.
- Brokers might be added, modified and deleted by superadmin.
- Roles created by superadmin might be assigned to the Brokers.
- Superadmin can mark an Brokers standing as lively or inactive.
- Filters are offered on superadmin dashboard to seek for Tenants, Brokers and Roles.
- Extension helps a number of locales together with RTL languages and might be set by tenant and superadmin each.
Prospects will get a zip folder after buying the extension. After that, Unzip the respective extension zip after which merge the “package deal” folder into the challenge root listing.
Observe:
- Don’t set up Krayin until you configure this extension.
- Clone Krayin to your root listing from https://github.com/krayin/laravel-crm/tree/v1.3.0
- Unzip the Multi-Tenant Extension zip to the Krayin root listing.
- Don’t attempt to seed the database with command php artisan db:seed.
Now, observe the beneath course of for set up,
1) Run the beneath command from root listing in terminal:
composer set up
2) Discover .env file in root listing and alter the APP_URL param to your mapped area.
Ex: APP_URL = http://saas.com
3) Additionally, Configure the Mail and Database parameters inside .env file.
4) Goto config/app.php file and add following line below ‘suppliers’
WebkulSaasKrayinProvidersSaasKrayinServiceProvider::class
5) Goto config/app.php file and add following line below ‘aliases’:
'Firm' => WebkulSaasKrayinFacadesCompany::class
6) Goto config/harmony.php and packages/Webkul/Core/src/Config/harmony.php information and add following line below ‘modules’ index in each information:
WebkulSaasKrayinProvidersModuleServiceProvider::class
7) Goto composer.json file and add following line below ‘psr-4’:
"WebkulSaasKrayin": "packages/Webkul/SaasKrayin/src"
8) One other entry inside file(‘app/Http/Kernel.php’):
On this file you’ll find an array ‘middlewareGroups’ inside it there’s a key named ‘net’ inside it do an entry:
WebkulSaasKrayinHttpMiddlewareValidatesDomain::class
9) Discover a file auth.php current inside config folder from root and do the next entries:
Insert the beneath code in ‘guards’ array.
'super-admin' => [
'driver' => 'session',
'provider' => 'superadmins'
],
Now, Insert the beneath code in ‘suppliers’ array.
'superadmins' => [
'driver' => 'eloquent',
'model' => WebkulSaasKrayinModelsAgent::class
],
insert the beneath code in ‘passwords’ array.
'superadmins' => [
'provider' => 'superadmins',
'table' => 'super_admin_password_resets',
'expire' => 60,
],
10) Run the beneath talked about instructions from the foundation listing in terminal:
composer dump-autoload
php artisan saas:set up
11) After that, entry the tremendous admin panel utilizing – (http://saas.com/tremendous/login)
After the profitable set up of the Krayin CRM Multi Tenant SaaS extension, we are able to now login to the Superadmin CRM panel dashboard.
Enter the credentials and faucet on the Login button to entry the dashboard,
As soon as logged in, the superadmin is redirected to the dashboard as per the beneath picture,
Now, from right here, the superadmin manages the Tenants, Settings and Configuration, let’s test the workings beneath,
On the Tenants web page, the superadmin manages the Tenants and their itemizing. They’ll view the record of tenants which are registered on their Krayin CRM SaaS platform.
On the itemizing web page, they will test the next tenant info,
- ID– Verify ID of the tenant.
- Identify – View the Tenant’s title.
- Electronic mail– View Tenant’s electronic mail tackle.
- Username – View Username of tenant.
- Area– Verify Tenant’s Area title
- Standing– View Tenant Standing
- Actions– Edit and Delete choice for Superadmin.
A Search bar is offered to look from the record of tenants and a Filter choice to set situations and filter the required tenant record.
Superadmin additionally has Edit choice to replace tenant info and Delete button to delete them.
Create Tenant
A Tenant may also be created by the superadmin once they click on on the Create Tenant button. After which they fill the beneath particulars,
As soon as the main points are crammed, they’ll faucet on Save as Tenant which can save the tenant particulars and credentials and add them to the tenant record.
Within the Settings part, superadmin creates Roles and Brokers for his or her CRM and may handle them from right here as effectively.
Roles
The superadmin creates Roles and may present them customized permissions or all permissions for his or her CRM.
To create a Position, they faucet on Roles which can redirects them to the Roles itemizing web page the place all the roles created are seen. It’s displayed as per the picture beneath,
To create a brand new position, superadmin will faucet on Create Position button after which fill the mandatory particulars as beneath,
1) For All Permissions
In the event that they wish to create a Position and supply all of them permissions, then they need to enter the Identify, Description and choose Permission Sort as All. It will likely be seen as beneath,
2) For Customized Permissions
If a task must be created with customized permissions, then, the superadmin enters the Identify, Description and selects Permission Sort as “Customized“.
After deciding on customized permissions, superadmin selects the permissions which can be to be given to that specific position. It will likely be seen as per the picture beneath,
After filling the main points, they’ll merely faucet on Save as Position which can create the position and can be seen on the Roles part.
Brokers
Superadmin of Krayin CRM Multi Tenant SaaS extension can create Brokers and assign them roles as effectively.
Once they faucet on Brokers, they’re redirected to the itemizing web page the place all the created brokers are seen.
To create a brand new agent, merely faucet on Create Agent and fill the mandatory particulars like First Identify, Final Identify and Electronic mail tackle.
Moreover, they’ll need to assign a Position to the agent as per their requirement and set the standing of Agent as lively or inactive.
Now, to avoid wasting the main points, superadmin faucets on Save as Agent and the agent can be efficiently created.
Superadmin will get the performance to set the Locale of their admin panel dashboard as per their requirement. The extension additionally helps RTL (Proper to Left) script languages.
They’ll navigate to Configuration>Locale Settings after which choose the required locale as per the beneath picture.
Shifting additional, lets test how Tenants or Retailers can register on the Krayin CRM Multi Tenant SaaS platform and get their very own CRM dashboards.
Register Firm
Initially, the retailers need to navigate to the Registration web page and faucet on Register Firm to start out the registration course of,
Service provider Registration
Subsequent, after tapping on Register Firm, the retailers/tenants are redirected to the Service provider Registration web page which is displayed as beneath,
Right here, the service provider has to fill the beneath particulars,
- Electronic mail
- Password
- Affirm Password
After the above particulars are crammed, faucet on Proceed to proceed to the following step which is to fill the private particulars,
Right here, they’ll enter the Identify and Person Identify after which faucet on Proceed to proceed additional,
For the following step, tenant has to enter the Group particulars as per the beneath picture,
The service provider fills the beneath group particulars,
As soon as crammed out, faucet on the Register button to finish the tenant registration web page. As soon as the registration is profitable, the retailers can now login to their personalised CRM dashboard.
From right here, they will entry the options and capabilities of Krayin CRM akin to,
- Leads
- Quotes
- Actions
- Contacts
- Merchandise
- Settings
- Configuration
The options and capabilities might be restricted by the superadmin as per requirement.
In order that was a lot in regards to the Krayin CRM Multi Tenant SaaS extension. When you’ve got any extra doubts or require additional help you’ll be able to increase a ticket or electronic mail us at [email protected].
Present Product Model – 1.3.0
Supported Framework Model – Krayin CRM 1.3.0
