in the top right corner of the screen to open the online Help at the relevant topic and see a full explanation and description of its field properties.This section provides step by step instructions that show how to perform common procedures required by users to administer the platform back office. The tables below and at the start of each relevant sub section list and provide links to the procedures and sub procedures, grouped by functional areas of the system.
Note that all procedure topics includes links and references to relevant screen descriptions covered elsewhere in the guide. Also, when entering fields on a screen, remember you can click the Help button in the top right corner of the screen to open the online Help at the relevant topic and see a full explanation and description of its field properties.
Procedures about Player accounts:
| Procedure topic | Includes |
|---|---|
| Setting up a player account | Adding a player account Completing a player account Adding a payment method to a player account |
| Importing player data | Importing player data from a GEP Importing player data from a marketing affiliate |
| Managing player accounts |
Listing player accounts |
| Adding test money to a test account | Adding test money to a test account |
| Crediting a player with a missing win | Crediting a player with a missing win |
| Managing player cashouts | Validating a pending cashout Canceling a pending cashout Processing a pending cashout Recording a pending cashout as manually processed |
| Managing playing profiles | Listing playing profiles Adding a playing profile Viewing or updating the details of a playing profile Deleting a playing profile |
Procedures about Affiliates:
| Procedure topic | Includes |
|---|---|
| Setting up a White Label affiliate |
Creating a new White Label affiliate entry Creating Sub Affiliates |
| Setting up a personal affiliate | Creating a new personal affiliate entry Updating the related personal affiliate user entry |
| Setting up other affiliate types | Creating a new affiliate entry Completing related Marketing Code entry details Updating and creating related affiliate user entries Creating affiliate brands Creating Sub Affiliates |
| Managing affiliates | Listing affiliates Viewing or updating the details of an affiliate Deleting an affiliate Adding a payment method to an affiliate |
| Managing affiliate Marketing Codes | Listing affiliate marketing codes Adding an affiliate marketing code Viewing or updating the details of an affiliate marketing code Deleting an affiliate marketing code Reassigning a marketing code from one affiliate to another |
Procedures about Game Engine Providers:
| Procedure topic | Includes |
|---|---|
| Setting up a Game Engine Provider | Creating a new GEP entry Completing related GEP Affiliate entry details Completing related Marketing Code entry details Updating and creating related GEP user entries Creating a new External System entry |
| Managing Game Engine Providers | Listing Game Engine Providers Viewing or updating the details of a Game Engine Provider Deleting a Game Engine Provider |
| Examining GEP revenue run payment details | Viewing GEP revenue run payment details in a common currency Viewing GEP revenue run payment details for a specific currency |
Procedures about Games:
| Procedure topic | Includes |
|---|---|
| Setting up a new game and icon | Setting up a new game and icon |
| Managing games | Listing games Viewing or updating the details of a game Exporting games data Importing games details Deleting a game |
| Managing game lists | Listing game lists Adding a game list Viewing or updating the details of a game list Deleting a game list Adding or removing games from a game list Sorting games in a game list |
| Managing game groups | Listing game groups Adding a game group Viewing or updating the details of a game group Deleting a game group Maintaining game group entries |
| Managing jackpots |
Listing jackpots |
| Managing tournaments | Listing tournaments Adding a tournament Viewing or updating the details of a tournament Deleting a tournament Viewing a tournament's leaderboard |
Procedures about Accounting:
| Procedure topic | Includes |
|---|---|
| Managing revenue schemes | Listing revenue schemes Adding a revenue scheme Viewing or updating the details of a revenue scheme Deleting a revenue scheme |
| Listing revenue runs Scheduling a revenue run Viewing the details of a revenue run Deleting an unconfirmed revenue run Confirming an unconfirmed revenue run Unconfirming a confirmed revenue run Invoicing a confirmed revenue run |
|
| Managing revenue run snapshots | Listing revenue run snapshots Running a revenue run snapshot Re-running a revenue run snapshot |
| Listing ledgers Listing player ledgers Listing cash ledgers Listing ledger entries Viewing or updating the details of a ledger entry Adding a ledger transaction entry manually Deleting a ledger entry Resetting a ledger's balances |
|
| Producing invoices and purchase orders |
Confirming the month's revenue run |
Procedures about Reporting:
| Procedure topic | Includes |
|---|---|
| Running reports | Running reports |
| Listing and adding your scheduled reports Listing and adding a user's scheduled reports Listing all scheduled reports |
Procedures about Marketing:
| Listing brands Adding a brand Viewing or updating the details of a brand Deleting a brand Setting up a country/currency override for a brand |
|
| Setting up a brand's global email template | Setting up a brand's global email template Checking a brand's global email template |
| Managing brand email templates | Listing brand email templates Adding a brand email template Deleting a brand email template Viewing or changing the content of a brand email template |
| Managing brand bulk emails | Listing brand bulk email runs Adding a brand bulk email run Viewing emails sent in a brand bulk email run |
| Managing brand level bonus schemes | Listing brand level bonus schemes Adding a brand level bonus scheme Viewing or updating the details of a brand level bonus scheme Deleting a brand level bonus scheme |
| Managing system level bonus schemes | Listing system level bonus schemes Adding a system level bonus scheme Viewing or updating the details of a system level bonus scheme Deleting a system level bonus scheme |
| Managing brand level workflows | Listing brand level workflow events Listing processes in a brand level workflow Adding a process to a brand level workflow Viewing or updating the details of a process in a brand level workflow Deleting a process from a brand level workflow |
Procedures about the Help Desk:
| Procedure topic | Includes |
|---|---|
| Managing Help Desk entries | Adding a Help Desk entry manually Listing Help Desk entries Responding to a Help Desk entry Reassigning Help Desk entries |
| Handling Financial Defense Help Desk entries | Handling a game related Financial Defense Help Desk entry Handling a player related Financial Defense Help Desk entry |
Procedures about Access Control:
| Procedure topic | Includes |
|---|---|
| Managing users | Listing users Adding a user Viewing or updating the details of a user Blocking a user Deleting a user Maintaining user managed sub affiliates Maintaining user groups a user belongs to |
| Managing user groups and permissions | Listing user groups Adding a user group Viewing or updating the details of a user group Deleting a user group Maintaining user group permissions |
| Changing a user's ledger amendment limit | Changing a user's ledger amendment limit |
Miscellaneous procedures:
| Procedure topic | Includes |
|---|---|
| Examining platform statistics | Examining platform statistics |
| Managing bank payouts | Listing pending bank payouts |
| Setting up a new currency | Adding a new currency Setting up a country's default currency Setting up a country/currency override for a brand |
| Managing currencies |
Listing currencies |
| Managing countries | Listing countries Adding a country Viewing or updating the details of a country Deleting a country |
| Setting up a Payment Provider/Method | Setting up a Payment Provider/Method Adding a payment method to a player account Adding a payment method to an affiliate |
| Managing system level workflows | Listing system level workflow events Listing processes in a system level workflow Adding a process to a system level workflow Viewing or updating the details of a process in a system level workflow Deleting a process from a system level workflow |
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