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Vendor Staff Manager

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Dokan Vendor Staff Manager is a new introduction to Dokan Premium Modules Family. This module gives the sellers of your multivendor marketplace a unique opportunity to appoint an unlimited number of personnel or staff to manage their individual stores.

Vendor Staff Manager is available in Dokan Business and Enterprise Packages.

Sellers/vendors can create as many staff as they like. Vendors can also manage individual permissions of each staff in a variety of ways directly from their dashboard.

The following sections provide a detailed guide on how Admins, Vendors and Vendor Staff will configure and use this module.

Quick Rundown of this Premium Module

Admin Settings, Vendor Dashboard & Staff Login

Vendor Staff Manager Module for Dokan Multivendor Marketplace is available for users of Business and Enterprise Plans.

This article guides you through the following:

  1. Module installation process – For Admins the installation,
  2. Module configuration and settings – For Vendors
  3. Staff login process and staff dashboard

1. Installation – For Admins

Navigate to your WP dashboard→Dokan→Modules. Find Vendor Staff Manager and turn on the toggle button on the top right to activate this module.

For any new user that vendors create, admins will be able to view them under WP-dashboard->Users->All Users.

2. Configuration – For Vendors

When the module is activate, vendors will be able to view a new menu from the Vendor Dashboard.

To add staffs to their stores, vendors have to navigate to Vendor Dashboard->Staffs. Then click on Add New Staff on the top right corner, as shown below.

Click on this button brings up a new page where vendors can add the First Name, Last Name, Email Address and Phone Number of the new staff.

After filling in, click on Create Staff.

This will create new personnel under Staffs. Vendors can manually change the permissions of each staff and determine what they can or cannot see from their dashboard.

When the vendor will hover over a staff name, he will find 3 options: Edit, Delete, Manage Permissions.

To edit staff, click on Edit. This will bring up a new page, as shown below.

To change staff’s privacy, click on Manage Permissions. This will take the vendor to a new page, as shown below, where the vendor will find several options to change user permission.

From this page, vendor can alter what a particular staff can see on his/her dashboard simply by enabling/disabling the checkboxes.

3. Vendor Staff Login & Dashboard

When a vendor creates a new staff on his dashboard, the staff will receive a verification email along with his username and the option to change his password. Using his username and password, staff will be able to login to his dashboard.

The login and dashboard page is same as the vendor page, except with different access permissions as selected by the vendor himself.

Staff Dashboard: Menu & Feature Options

When you hover on a staff’s name you will find the option Manage Permissions which takes you to a new page from where you can manage individual staff privacy.

Some options will be enabled by default. Others will be unchecked. Vendor has full control over what menu and features he wants to show to each staff.

If vendor does not enable a menu from Manage Permissions, staff won’t be able to view the options for that menu in staff dashboard.

This article goes through the Vendor Dashboard configurations and Staff Dashboard display for the following Menu & Feature Options:

  1. Overview
  2. Report
  3. Orders
  4. Coupons
  5. Review & Withdraw
  6. Products
  7. Other – Store Settings & Tools

1. Overview

Vendor Dashboard

The Vendor first has to enable Dokan view overview menu under the Menu tab.

After this, the vendor can check/uncheck the options he wants to show to the staff as he wishes.

In this scenario, the vendor has checked all the 6 features under the Overview section. Therefore, the staff will be able to see all functions.

Staff Dashboard

Since the vendor has enabled all 6 options, the staff can access them from his dashboard, as shown with numbers in the image below:

  1. sales overview
  2. sales report chart
  3. announcement
  4. orders
  5. reviews
  6. products

Similarly other features can be enabled/disabled from vendor’s dashboard for each staff. And the changes will take place immediately.

2. Report

Vendor Dashboard:

The vendor can enable the Report features he wants the staff to see/perform by clicking on the checkboxes beside each feature.

Vendor also has to enable the Dokan View Report Menu option under Menu. Without enabling the menu, the feature options will not display.

Staff Dashboard:

3. Order

Vendor Dashboard:

The vendor can enable the Order features he wants the staff to see/perform by clicking on the checkboxes beside each feature.

Vendor also has to enable the Dokan View Order Menu option under Menu. Without enabling the menu, the feature options will not display.

Staff Dashboard:

4. Coupon

Vendor Dashboard:

The vendor can enable the Coupon features he wants the staff to see/perform by clicking on the checkboxes beside each feature.

Vendor also has to enable the Dokan View Coupon Menu option under Menu. Without enabling the menu, the feature options will not display.

Staff Dashboard:

5. Review & Withdraw

Vendor Dashboard:

The vendor can enable the Review & Withdraw features he wants the staff to see/perform by clicking on the checkboxes beside each feature.

Vendor also has to enable the Dokan View Review Menu and Dokan View Withdraw Menu options under Menu. Without enabling the menu, the feature options will not display.

Staff Dashboard:

Review

Withdraw 

6. Product

Vendor Dashboard:

The vendor can enable the Product features he wants the staff to see/perform by clicking on the checkboxes beside each feature.

Vendor also has to enable the Dokan View Product Menu option under Menu. Without enabling the menu, the feature options will not display.

Staff Dashboard:

7. Other Menu Options

The remaining menu options relate to Tools and Store Settings, Payment, Shipping, Social, SEO and Verification, as highlighted in the image below.

Vendor Dashboard:

Staff Dashboard:

If the vendor enables all menu relating to Store Settings, the staff will be able to view all the Store feature options from his dashboard.

Similarly, if the vendor enables Tools menu for the staff, he will be able to import and export data in XML form from his dashboard.

Staff Dashboard: Modules

This article goes through the Vendor Dashboard configurations and Staff Dashboard display for the 3 Modules:

  1. Bookings
  2. Auctions
  3. Store Support

Note:

Role of Admins: First, the Modules need to be activated by the Admin from wp-dashboard→Dokan→Modules in order for Vendors and Staff to use them from their dashboard.

Role of Vendors: Secondly, the relevant menu options have to be enabled by the Vendor from his dashboard in order for the options to display on Staff dashboard.

Modules

Vendor Staff Manager incorporates Vendor Dashboard configurations for 3 Premium Modules: Booking, Auction, and Store Support.

Vendors can determine if he will allow a staff to have all or some options for a booking or auction product. For store support, vendor only has to enable one option “Dokan manage support tickets”.

Only the options that are enabled will be shown on staff’s dashboard.

1. Booking

Vendor Dashboard

In this scenario, the vendor has not enabled edit and delete booking product. Therefore, the staff will be able to add and manage all booking products, but not edit or delete.

Staff Dashboard

As you can see in the image below, the staff can now add new booking products, manage bookings, calendar, and resources. But he cannot edit, view or delete a booking product since the vendor has not granted him access to edit or delete an existing booking product.

2. Auctions

Vendor Dashboard

In this case, the vendor has enabled all options for the staff for Auction module: add, edit, and delete auction product.

Staff Dashboard

Therefore, the staff will be able to perform all of these functions relation to Auction module from the Auction menu of his dashboard, as shown below.

3. Store Support

Vendor Dashboard

When vendor enables this module under Manage Permissions, the staff will be able to see this menu in his dashboard.

Staff Dashboard

Since the vendor has enabled the Store Support module, the staff will be able to view and manage tickets from his dashboard.

Staff can reply and change the status of support tickets by clicking on a ticket, as shown below.

That’s all you need to configure for Modules under Vendor Staff Manager.

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