My Users Module

1. Overview
 

The My Users Module is a centralized administration and billing management system designed for managers and administrators to fully control users under their responsibility.
It provides visibility into user accounts, subscription plans, payments, invoices, usage statistics, communication tools, and organizational structure, all from a single interface.
 

This module acts as the control center for user lifecycle management, combining account administration, billing, reporting, and communication in one place.



 

2. Purpose of the My Users Module
 

The My Users module exists to give administrators full operational and financial control over all assigned users.

It enables managers to:
 

  • Monitor user activity and status

  • Manage subscription plans and billing cycles

  • Track payments and unpaid balances

  • Handle invoicing and payment methods

  • Communicate directly with users

  • Manage teams and organizations

  • Generate reports and exports for accounting and management
     

This module is essential for subscription-based platforms, SaaS systems, and multi-organization environments.


 

3. Core Functional Areas
 

3.1 User Account Management
 

The module allows administrators to view and manage all assigned users in a paginated list.
 

Each user record includes:
 

  • Personal details (name, email, phone)

  • Internal organization identifiers

  • Account status (Active / DeActive)

  • Assigned manager

  • Organization ownership

  • Login and API credentials
     

Administrators can:
 

  • Edit user details

  • Activate or deactivate accounts

  • Reset passwords

  • Generate internal login links

  • Copy API tokens

  • Assign default folders, branches, and gateways
     

DeActivated users are prevented from logging in while retaining all historical data.


 

3.2 Subscription & Plan Management
 

Each user can have one or more subscription plans assigned.
 

The system supports:
 

  • Fixed packages (Normal Packages)

  • Pay-per-use plans

  • Free plans with limitations

  • Free trial months

  • Add-on services (SMS, Email, WhatsApp, DID, etc.)
     

Administrators can:
 

  • View current and past plans

  • Edit active plans

  • Assign new plans

  • Remove plan records

  • Track plan validity and expiration

  • Monitor feature limits and permissions
     

Plan permissions are enforced system-wide through stored module roles.


 

3.3 Payment & Billing Management
 

The My Users module provides complete billing control.
 

Administrators can:
 

  • Track paid and unpaid users

  • View monthly and lifetime payment totals

  • Charge users manually

  • Charge users automatically using saved payment methods

  • Mark payments as paid or unpaid manually

  • Handle failed payments

  • Add notes and reasons to payment records
     

Payment status is reflected immediately in the UI and statistics dashboard.

 

3.4 Payment Methods
 

Users may store one or more payment methods.
 

The system securely stores:
 

  • Encrypted card data

  • Last 4 digits for reference

  • Gateway customer identifiers
     

Administrators can:
 

  • Check if a user has a saved payment method

  • Charge using saved cards

  • View masked card information

  • Manage default payment gateways per user
     

No sensitive card details are exposed.


 

3.5 Payment History & Invoices
 

Every payment action generates a permanent record.
 

Administrators can:
 

  • View full payment history per user

  • Track payment dates, months, and amounts

  • Add internal notes to payments

  • See failed payment attempts

  • View all invoices generated for the user

  • Link payments to invoices
     

Invoices are automatically created upon successful payment and stored for future reference.


 

3.6 Usage Monitoring (Use of Package)
 

The module tracks real-time usage against plan limits, including:
 

  • SMS usage

  • User count

  • Invoice generation

  • Call minutes

  • DID numbers

  • Extra usage charges
     

Administrators can:
 

  • View monthly usage breakdown

  • Identify over-usage

  • Track additional charges

  • Monitor service consumption trends
     

This ensures transparency and prevents unexpected billing issues.


 

3.7 Statistics & KPI Dashboard
 

At the top of the My Users page, administrators see key metrics such as:
 

  • Total payments (all time)

  • Payments for the current month

  • Number of paying users

  • Users who paid this month

  • Total users across organizations

  • Number of team owners
     

These KPIs update dynamically based on filters and data changes.


 

3.8 Search, Filters & Pagination
 

The user list supports:
 

  • Search by name or email

  • Filter by account status

  • Pagination with page navigation

  • Export based on applied filters
     

This allows administrators to manage large user bases efficiently.


 

3.9 Communication Tools
 

Administrators can communicate directly with users via:
 

  • Email

  • SMS

  • In-app notifications

  • Password reset links
     

Messages can be sent to individual users or in bulk, making this module suitable for announcements, billing reminders, and system notifications.


 

3.10 Team & Organization Management
 

The module reflects organizational structure by:
 

  • Grouping users under organizations

  • Identifying organization owners

  • Listing team members per organization

  • Counting total users per organization
     

Administrators can view team composition and manage access accordingly.


 

3.11 Support & Administrative Actions
 

From the My Users page, administrators can:
 

  • Create support tickets on behalf of users

  • Access internal login links

  • View user logs (if enabled)

  • Manage WhatsApp instances and providers

  • Assign agent permissions
     

This reduces friction when handling user support or internal troubleshooting.


 

4. Data Integrity & Security
 

  • Sensitive data is encrypted

  • Payment information is masked

  • API tokens are unique per user

  • Access is role-based

  • All actions are logged

  • Manual overrides require explicit administrator acti



     

    5. Integration with Other Modules
     

    The My Users module is deeply integrated with:
     

  • Payments & Gateways

  • Invoices

  • Plans & Packages

  • Email, SMS, WhatsApp

  • Support Tickets

  • Authentication & Security

  • Reports & Exports

  • Organizations & Teams

     

    6. Who Uses the My Users Module
     

    This module is intended for:

  • System administrators

  • Account managers

  • Billing teams

  • Support managers

  • Business owners

  • Finance and operations teams

    It is not designed for end users, but for those managing them.



     

    Summary
     

    The My Users Module is a full-scale administrative and billing management system that centralizes user control, payments, plans, communication, and reporting.
     

    By combining account management, financial tracking, subscription handling, and communication tools, it enables organizations to scale efficiently while maintaining accuracy, transparency, and control.

    This module is a core pillar of the platform’s operational infrastructure.





     

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