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Admin Side Documentation


Wizard

Wizard feature includes creating elevation, collection, community, and updating the blueprint.

Step 1. Click on the "Wizard" menu on the left-hand sidebar to access the Wizard Dashboard and manage ULE 360 components.

Wizard Dashboard

Create Options

In this section you can directly manage some option features.

Create a New Option

Step 1. On the "Create Options" page, click the "+" button to add a new option.

Create New Option

Step 2: Fill in the title and click on “Add Option“.

Create New Option

Delete Created Options

  1. Select the options you want to delete on the checkbox and then click on delete icon.
  2. Delete Option
  3. A popup will appear, click on "Yes, Delete it!"
  4. Delete Confirmation

Edit Mode

Step 1. Click on the "Edit Mode" toggle on the top right of the options panel to enable editing. Make changes as needed.

Edit Mode

Step 2. After making changes as needed, click on "Save Changes".

Save Changes

Import Existing Options

Instead of creating new options manually, you can quickly reuse previously created ones using the Import Existing feature.

Step 1. Click on the "Import Existing" button at the top right.

Import Existing

Step 2. A table will be displayed with all previously created items with their titles and active statuses. Use the checkboxes to select individual items or click the "All" checkbox to select everything. Then click on "Import".

Import Selection

Step 3. A popup will appear, click on "Yes, Import it!".

Import Confirmation

Search Option

Step 1. Click on the "Search" bar on the right side to search for options.

Search Options

Undo Previous Changes

Step 1. Click on the undo button to revert previous change.

Undo Changes

Step 2. A popup will appear, click on "Yes".

Undo Confirmation

Create Elevations

In this section you can manage elevations directly.

Create New Elevations

Step 1. Click on the + icon to create new elevation.

Create Elevation

Step 2. Fill in the details and click on "Create Elevation".

Create Elevation Form

Delete Elevation

Step 1. Select the elevation you want to delete and then click on delete button.

Delete Elevation

Step 2. A popup will appear, click on "Yes, Delete it!".

Delete Elevation Confirmation

Link Collection

Step 1. Select the option you want to link to collection and then click on "Collection" button.

Link Collection

Step 2. Select the collection and click on "Submit".

Collection Selection

Bulk Edit Elevation

Step 1. Click on "Bulk Edit" toggle to edit multiple items at once.

Bulk Edit

Step 2. Make changes as required and click on "Save Changes".

Save Bulk Changes

Import Existing Elevations

Step 1. Click on "Import Existing" button to import existing elevations.

Import Elevations

Step 2. Select the elevation you want from the checkbox and then click on "Import".

Select Elevations

Step 3. A popup will appear, click on "Yes, Import it!".

Import Confirmation

Bulk Upload

Step 1. Click on "Bulk Upload" to upload it from your directory.

Bulk Upload

Step 2. Now, upload file from your local directory and click on "Continue".

Upload File

Create Collections

In this section you can directly create and manage collections.

Create New Collection

Step 1. Click on + button to create new collection.

Create Collection

Step 2. Fill in the required details and click "Create Collection".

Collection Form

Delete Collection

Step 1. Select the collection you want to delete and click on "Delete" button.

Delete Collection

Bulk Edit

Step 1. Click on "Bulk Edit" toggle to edit multiple Collections at once.

Bulk Edit Collections

Step 2. Make changes as needed and click on "Save Changes".

Save Collection Changes

Bulk Upload

Step 1. Click on "Bulk Upload" to upload multiple collections from your local directory.

Bulk Upload Collections

Step 2. Upload the file from your local directory and click on "Continue".

Upload Collection File

Upload Blueprint

Step 1. Upload the blueprint from your local directory and click on "Upload Blueprint".

Upload Blueprint

Managing Listings

In this section there is a feature to manage communities, collections and elevations.

Step 1. Click on "Manage Listing" on the left-hand sidebar.

Manage Listing

Communities Section

The Communities section displays individual community cards showing the Community Name, along with edit options and an Active toggle to mark communities as Active or Inactive. At the top right of the dashboard, action buttons allow for Bulk Edit to modify multiple entries, Upload to import details from external files, Undo to revert recent changes, and Delete to remove selected entries.

Step 1. Click on the "Communities" button under Manage Listing on the left sidebar to access communities section.

Communities Section

Add Community

Step 1: Click on the + icon on the top right corner for adding the new community.

Add Community

Step 2: Fill all the required fields and then click on "Add Community" button.

Add Community Form

Upload Community

Step 1: Click on the "Upload" button.

Upload Community

Step 2: Now, Upload the CSV file and click on the "Continue" button.

Upload CSV

Bulk Edit Community

Step 1: Click on "Bulk Edit" toggle to edit multiple communities at once.

Bulk Edit

Step 2: Make changes as needed and click on "Save Changes".

Save Bulk Changes

Undo Changes

Step 1: Click on undo button to revert any previous change.

Undo Changes

Step 2: A popup will appear, click on "Yes".

Undo Confirmation

Delete Communities

Step 1: Select the community you want to delete and click "Delete" button.

Delete Community

Step 2: A popup will appear, click on "Yes, delete it!"

Delete Confirmation

Search Communities

Step 1: Click on search bar to search community.

Search Communities

Edit, Delete or View Collection Card

Step 1. From here user can directly edit the collection and delete the selected collection.

Collection Card Actions

Collection Section

In this feature you can search for specific collection, edit, delete, link collection with community.

Step 1. Click on the "Collection" button highlighted with a red box.

Collection Section

Create New Collection

Step 1: Click on + icon to Create new collection.

Create Collection

Step 2: Fill in the details and click "Add Collection"

Add Collection Form

Upload Collection

Step 1: Click on "Upload" button to add collection from your local directory.

Upload Collection

Step 2: Upload the file and then click on "Continue".

Upload Collection File

Bulk Edit Collection

Step 1: Click on the "Bulk Edit" toggle to edit multiple collection at once.

Bulk Edit Collection

Step 2: Make changes as needed and click on "Save Changes".

Save Collection Changes

Delete Collection

Step 1: Select the collection you want to delete and click on the "Delete" button.

Delete Collection

Step 2: A popup will appear, click on "Yes, delete it!".

Delete Confirmation

Search Collection

Step 1: You can search for collection from the search bar.

Search Collection

Link Collection to Community

Step 1: Select the community you want to link and click on "Link Collection to Community".

Link Collection

Step 2: Select the community and then click on "Link Collections".

Select Community

Step 3: A popup will appear, click on "Yes, add it!".

Link Confirmation

Elevation Section

The "Elevations" option is designed for managing elevation designs or property elevation collections. By clicking this option, users can view the current listings of elevation assets, and likely perform actions such as adding new elevations, editing existing designs, or removing listings

Step 1. Click on the "Elevations" button under Manage Listing to access elevations.

Elevations Section

Create New Elevation

Step 1: Click on + button to create new elevation.

Create Elevation

Step 2: Fill in the details and click on "Add Elevation".

Add Elevation Form

Upload Elevation Blueprint

Step 1: Click on "Blueprint" button to upload elevation blueprint.

Upload Blueprint

Step 2: Upload your blueprint from your directory and click on "Upload Blueprint" button.

Upload Blueprint File

Search Elevation

Step 1: Click here to search specific elevation.

Search Elevation

View Linked Collection And Edit/Delete Elevation

Step 1. From here you can view linked collection list and edit or delete elevation.

Elevation Actions

Options

The purpose of this section is to provide detailed management tools for various options. Users can toggle the Status to activate or deactivate each option, and use the Edit or Delete buttons to make necessary modifications.

  1. Click on the "Options" button on the left sidebar.
  2. Options Section

Search Options

Step 1. From here you can search for specific options.

Search Options

Create New Options

  1. Click on the + button to create a new option.
  2. Add New Option
  3. Now, to add a new option, fill in the Title field with the name of the option, select "Yes" or "No" to set its activation status, and click Add Option to save the entry.
  4. Add Option Form

Add Option Layer

  1. Click on the + button to add option layer.
  2. Add Option Layer
  3. Now select layers from the dropdown.
  4. Select Layer
  5. After selecting the layer click on "Save Changes".
  6. Save Layer

Change Option Status

Step 1. Click on the green toggle button to change the status.

Toggle Status

Edit Option

Step 1. Click on the edit icon under Action to edit the Option.

Edit Option

Delete Option

Step 1. Click on the trash icon under Action to delete the option.

Delete Option

Option Edit Mode

  1. Click on the Edit Mode toggle near profile icon to open Edit Mode.
  2. Edit Mode
  3. Now make changes as needed and click on save changes.
  4. Save Changes

Undo Changes

Step 1. Click on Undo button near delete to undo previous changes.

Undo Changes

Leads

This section is used to manage leads. Here you can view details like the Buyer's name, the associated Community, specific Collection and Elevation details, and the current Status of the lead.

  1. Click on "Leads" button on the left sidebar.
  2. leads 1

Search and Change Lead Status

  1. Click on "Search" button to search for buyers using their ID number or name.
  2. leads 2
  3. Select the desired entries via checkboxes, then click "Change Status" to update their current status.
  4. leads 3
  5. Now select the status as desired.
  6. leads 4
  7. After selecting the desired status click on "Save Changes" .
  8. leads 5

User Management

In this feature you can update status, add new entry, modify names, descriptions, or statuses, manage permissions and also remove them when necessary.

User Roles

In User Roles you can update the status of roles (active/inactive), add new roles, modify role names, descriptions, or statuses, and update role permissions.

  1. Click on "User Roles" under "User Management" on the left sidebar to access the User Roles.
  2. user role 1

Add New Role

  1. Click on the "+" Icon on the top right corner.
  2. user role 2
  3. Enter the details of the role, including the name, description, and status (active or inactive). Then, click on the submit button.
  4. user role 3

Modify Any Role

  1. Click on the edit icon in front of the role you want to edit.
  2. user role 4
  3. Update the details you want to change, , then click on the submit button.
  4. user role 5

Update Role Permissions

  1. Click on the three horizontal dots below the action column.
  2. user role 6
  3. Update the values to "Yes" or "No" from the dropdown to specify whether the user can or cannot access that feature.
  4. user role 7

User Management

Click on User Management on left sidebar to access User Roles and User Management.

Add New User

  1. Click on the "+" Icon
  2. user role 8
  3. Enter the details of the User, including the name, email, password, mobile number, role and status (active or inactive). Then, click on the Create User button.
  4. user role 9

Modify Any User

  1. Click on the edit icon in front of the user you want to edit.
  2. user role 10
  3. Update the details you want to change, , then click on the submit button.
  4. user role 11

Delete Any User

1. Click on the delete icon in front of the user you want to delete.

user role 12

Library

In this section there is a feature to manage My Library, Global Imports and X Community.

Step 1: Click on "Library" from the left-hand sidebar.

Library Section

My Library

The My Library section displays library entries with important details such as preview images, titles, product codes, manufacturers, hexadecimal color codes, design types, and specific options. Users can easily edit or delete individual entries using the respective buttons. Additionally, an "Active" toggle allows quick activation or deactivation of entries for efficient management.

Step 1: Click on the "My Library" button under Library on the left sidebar to access My library section.

My Library Section

Create Layer

Step 1: Click the "+" button in the top right corner to create a new layer.

Create Layer Button

Step 2: Fill in all required fields, then click the "Create Layer" button.

Create Layer Form

Bulk Upload Layers

Step 1: Click on the "Bulk Upload" button.

Bulk Upload Button

Step 2: Upload the CSV file and click the "Continue" button.

Upload CSV

Bulk Edit Layers

Step 1: Click the "Edit Mode" toggle to enable editing for multiple layers at once.

Bulk Edit Toggle

Step 2: Make the necessary changes and click "Save Changes".

Save Bulk Changes

Rename Functionality

This feature allows users to bulk rename titles or product codes by adding prefixes, suffixes, or sequential patterns.

Step 1: Select the required layer and click on the Rename Button

Rename Button

Step 2: Fill in the required fields for Prepend, Postpend, or Rename with sequence and click on Apply button.

Rename Form

Options

This feature allow to tag the layer to any options like Roof, Siding, Trims, Garage Door, Window Trims.

Step 1: CLick on the "+" button under the Options column.

Search Bar

Step 2: Choose the options you want to tag to the layer.

Search Bar

Step 3: Now click on "Save Changes".

Search Bar

Search Layers

Step 1: Click on the search bar to search for specific layers.

Search Bar

Delete Layer

Step 1: Select the layer you want to delete and click on the "Delete" button.

Delete Button

Step 2: A confirmation popup will appear. Click "Yes, delete it!" to confirm.

Delete Confirmation

Share Layer

Step 1: Select the layer you want to share and click the "Share" button.

Share Button

Step 2: In the popup, enter the batch title, then click "Share".

Share Popup

Global Imports

Step 1: Click on the "Global Import" button under Library in the left sidebar to access the Global Imports section.

Global Imports

Search Layers

Step 1: Click the search bar to find layers you want to import.

Global Search

Import Layers

Step 1: Select the layer you want to import and click on "Import" button.

Import Button

Step 2: A confirmation popup will appear. Click “Yes, Import it!” to confirm.

Import Button

Billing and Payment

In this section, you can view your billing details and subscription information.

  1. Click on Billing & Payments in left sidebar to view your billing details and subscription information.
  2. bill payment 1
  3. Click on Re-send Invoice button to resend your invoice.
  4. bill payment 2