Administrators can add/create new users. Users will automatically get an email with a link to the system as well as their username (email address) and a temporary password. Administrators can disable inactive users and assign spesific access roles to users. Users can request a new password in case they forget theirs, in a secure manner. They will get a link emailed to them with a link to reset their password.
Users can securely log in and out of the system with their own credentials.
Multi-tenancy refers to a software architecture in which a single instance of software runs on a server and serves multiple tenants. A tenant is a group of users who share a common access with specific privileges to the software instance. We create an “Application Instance”. Data is secured and each tenant can only view its own data.
Single company - multiple branches
Users might work for the same company with a branch in 5 different countries. These countries all need this system but they do not and should not see each other’s data. In this case it would be like having 5 different copies of the system, but there is actually just one.
The system can also be configured where a lot of different companies use the system, each with their own “instance”. Each instance can have its own settings and will act like a separate installation.
Authorization is configured per “Access Role”. Access roles are custom built for each system. Only users with an access role that allows that user to perform a certain task can do so.
Basic actions like creating, updating, and deleting records are built-in. Navigation between relating records are also predicable and user friendly. Before deleting anything, you will get a confirmation dialog to make sure that nothing gets deleted by mistake.
Picksmart has an industry leading business process engine built into all applications. Business processes can be mapped using BPMN 2.0 notation and uploaded to the system.
3rd Party Integrations
XDS Personal Credit Check
XDS Commercial Credit Checks
PayU Online Payments (South Africa)
PayPal Online Payments (International)
Amazon Web Services
Globeflight Courier Services
Every action taken on every record gets recorded. A record’s history can be viewed by clicking on the info button. Data changes are displayed so that you can easily see what changed.
Deleted data will be red.
Added data will be green.
Unchanged data will be grey.
We create Report templates using Jasper Reports, as well as Libre Office (Odt format).
We can customize file exports so that it is formatted the way you need it.
Data Dump to .XLSX
Any list can be exported to a .xlsx file (if you have access). This is a great option if you need to perform offline calculations on data.
Filters / Search
On each list there is a search option to easily find the record that you are looking for. If you want more search options, you can click on “Advanced Filter” where you can specify filter criteria for each column.
Popular options are:
Created between 'date x' and 'date y'
With a newest status of type 'To Validate'
All records of 'type x' and 'z'
SMS / Email
Sending Customizable Templates
Administrators can setup SMS or email templates. Templates can contain placeholders that the system can then populate before sending out the communication.
All sent text messages will get a delivery report, Email delivery reports are only available on request.
The platform can receive emails, text messages, short code messages, etc.
Users will immediately get notifications (no refresh needed).
Users can sign with their finger on a mobile device.
Built-in Web Phone
Taks and Appointment Manager
Stunning User Interface
OCR and File Parsing
Google Maps Built-in