The Super Admin in the Insight CRM Customer Support Add-on holds full control to manage and oversee all support operations. From adding admins to tracking performance, the Super Admin ensures smooth workflows, real-time monitoring, and professional support delivery that keeps customers satisfied and businesses growing.

• Log in to the Super Admin panel and open the Dashboard.

• Navigate to Settings from the left menu

• Finally, click Addons from the left menu, and a new window will appear.

• Click the Search button and type the desired Name to view.

• Click the Export button, and the entire list will be exported as PDF, CSV, and Print. 

• If you click the Check button, the item will be selected for export. A pop-up will then appear below with options for PDF, CSV, and Print.

• If you click the PDF button, the selected document will be downloaded.

• If you click the CSV button, the selected document will be downloaded.

• If you click the Print button, the selected document is automatically printed.

 

 

 

 

How to Add a New  Add-on

 

• Log in to the Super Admin panel and open the Dashboard.

• Navigate to Settings from the left menu.

• Select the Addons from the left menu, and a window will appear. 

• Finally, click the Add New button, and an entry form will appear.

• Fill in the following details:

• Purchase Code: Enter the valid purchase code in the purchase code field.

• Zip file: Drag & Drop the zip file in the respective field.

• Once all the fields are completed, click the Submit button to save the information.

 

 

 

How to Edit Add-ons

 

• Log in to the Super Admin panel and open the Dashboard.

• Navigate to Settings from the left menu.

• Select the Addons from the left menu, and a window will appear.

• When you click the three dots in the Options button, a new window will open with the options to Disable Addon, Edit, and Delete.

• Click the Edit button to open a new entry form.

• Fill in the following details:

•  Purchase Code: Enter the valid purchase code in the purchase code field.

• Zip file: Drag & Drop the zip file in the respective field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Disable Addon button, a confirmation window will pop up.

• By clicking Confirm, you automatically activate the addon; otherwise, Cancel.

• If you click the Delete button, a confirmation window will pop up.

• By clicking Confirm, the item will be deleted permanently; otherwise, click Cancel.