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Structure of the default theme

The default theme

To get started in most cases, you will want to download the default theme, make your modifications and upload the changes.

Templates for the default theme are written in HTML5 and styled with Bootstrap5.

The following sections describe how the default theme was designed and where to find various elements.

(If you are looking to build a theme from scratch check out the bottom-up page design tutorial.)

The wireframe

The default theme is designed with mobile-first in mind because many boutique SaaS owner work out their support requests on-the-go, out of a large screen phone. As a result the wireframe is built to accommodate phone screens, then handle desktop screens with little changes to the look-and-feel.

The classic dashboard is defined in base.html. All other templates extend from base.html. The dashboard is split into 6 areas:

  • logo: A image that serves to quickly identify the company or product, doubled with a hot link to expand/collapse the sidebar.
  • menubar: Sign-in or authenticated user, doubled with primary links (ex: Pricing, Documentation) on a desktop.
  • content area: Content specific to the page
  • footer: copyright notice and secondary links on desktop
  • sidebar footer: copyright notice and secondary links on mobile
  • sidebar: links to pages for profiles, billing, subscriptions, etc. It also contains the primary links (Pricing, Documentation) on mobile.

On mobile the sidebar collapses. Mobile pages also tend to increase vertical scrolling. As a result the button to expand the sidebar out should stick to the viewport in order to be available when needed. The default theme chooses to stick the menubar on mobile and put the expand button in the top left corner. This has the benefit to also keep the menubar for the authenticated user on screen.

An Alaternative is to keep the right edge of sidebar always visible on screen so it can be pulled out when necessary. The sliding visual effect when the sidebar expand is nicer. It also works better in cases where the sidebar can vary in width based on a user intent.

Since the right edge is always visible, it does though shrink vertical space for the content, space that is in tight supply on a mobile screen.

HTML5 defines a Document Object Model (DOM) as a tree of nodes with parent and children. The sidebar being expandable and sticky to the viewport, we decide to put the 3 elements logo, sidebar and sidebar footer as siblings into a .dashboard-nav parent and the 3 elements menubar, content area and footer as siblings into a .dashboard-content parent. Both .dashboard-nav and .dashboard-content are at the same level, laid out side-by-side by using various css features.

base.html 
<div class="dashboard-container">
  <div class="dashboard-nav">
    <header>
    </header>
    <div class="dashboard-nav-menu">
    </div>
    <div class="dashboard-nav-footer">
    </div>
  </div>
  <div class="dashboard-content">
    <header>
    </header>
    <div class="content-area-container">
    </div>
    <footer class="footer">
    </footer>
  </div>
</div>

Pages built out of the wireframe

It is a lot simpler to manage various dynamic elements (ex: form error messages) and enforce a consistent style when all pages are derived from the same wireframe. Thus this is what the default does for the two categories of pages

  • Workflow pages

    Pages that are typically associated with a specific workflow, such as registration or checkout for example.

  • Dashboard pages

    Pages for a subscriber to update their profile, credit card on file, view billing history, unsubscribe and other administrative features expected by a user of a Software-as-Service product.

Workflow pages

The workflow pages include all the classic pages you can expect to find browsing the website of a Software-as-Service product as a visitor, or onboarding as a user.

Login & Registration
Billing
Landing pages

Following is diagram of the accounts & billing workflows on djaodjin:

Activate Page
accounts/activate.html

Landing page for links sent in an activation e-mail. You can land on this page if you invite a user to a role on an organization, and follow the instruction in the generated invite e-mail.

Related APIs
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Checklist

There are currently no particular items to pay attention to when modifying this page.

Registration Disabled Page
accounts/disabled.html

This page is presented to visitors when login and/or registration have been disabled for the site.

To see this page, go to the Rules dashboard, then select Login-only for Authentication. Sign out and try to register.

Checklist

There are currently no particular items to pay attention to when modifying this page.

Login Page
accounts/login.html

The classic username (or email) and password login page.

Related APIs
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  • Exists a way to recover access to account
accounts/register.html

A versatile user registration page.

For example, see tutorial on how to use this page to implement frictionless onboarding.

Related APIs
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Checklist

There are currently no particular items to pay attention to when modifying this page.

Contact Page
contact.html

A "Contact Us" form. Managers of the site will receive an e-mail with the content of the contact form.

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  • List alternatives (phone, street address, etc.)
Recover Credentials Page
accounts/recover.html

Page typically linked from a "Forgot password?" link to recover a user account through an e-mail address.

Related APIs
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Checklist
  • Link to contact page
Reset Password Page
accounts/reset.html

Landing page for the link sent in an recover password e-mail.

Related notifications
Checklist
  • Link to contact page
Pay Balance Due Page
saas/billing/balance.html

Presents the user with a payment page for past due balances. This page is very similar to the Cart page.

Related APIs
Checklist

There are currently no particular items to pay attention to when modifying this page.

Checkout Page
saas/billing/cart.html

Presents the user with a checkout page to pay for subscription plans selected in the pricing page.

Related APIs
Checklist

There are currently no particular items to pay attention to when modifying this page.

Charge Receipt Page
saas/billing/receipt.html

Presents the user with a receipt for a successful charge on a credit card.

Related APIs
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Checklist

There are currently no particular items to pay attention to when modifying this page.

Legal Index Page
saas/legal/index.html

List of legal documents (ex: terms of service, security policy)

Legal Agreement Page
saas/legal/agreement.html

Shows a single agreement (or policy) document. The content of the agreement is read from saas/agreements/slug.md.

Sign Legal Agreement Page
saas/legal/sign.html

Asks the user to sign the agreement presented in order to continue with using the product.

Pricing page
saas/pricing.html

Pricing page with subscription plans for the service.

Related APIs
Checklist

There are currently no particular items to pay attention to when modifying this page.

saas/profile/new.html

Presents the user with a form used to create a new profile.

User and Organization are separate models linked together through a Role. By default, the request user becomes a profile manager of the newly created profile (also called Organization model).

The complete User, Organization and role might be exposed right away to the person registering to the site. This is very usual in Enterprise software.

On the hand, a site might decide to keep the complexity hidden by enforcing a one-to-one manager relationship between a User (login) and an Organization (payment profile).

Related APIs
Checklist

There are currently no particular items to pay attention to when modifying this page.

saas/organization_redirects.html

This page shows a list of organizations accessible by the user when a redirect is performed because the original URL does not reference a specific profile.

Related APIs
Checklist

There are currently no particular items to pay attention to when modifying this page.

Redeem discount page
saas/redeem.html

Redeem a discount code. After the code is submitted, the pricing page is displayed with prices reflecting the discount.

Related APIs
Checklist

There are currently no particular items to pay attention to when modifying this page.

Dashboard pages

Pages for subscriber to update their profile, billing and subscriptions.

Pages for providers to support subscribers and assess the performance of the business.

Contact Information Page
saas/profile/index.html

Page to update name, e-mail and street address of an account.

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Checklist

There are three types of profiles: user, personal and organization. Typically user profiles have a a specified role on an organization; these include people and bots. An organization profile typically represents a legal entity. It can have multiple profile managers, each of type user or personal. Only user and personal profiles can have login credentials. A personal profile behaves has both a user and organization. It is typically used for subscriber who are physical persons.

An authenticated user is typically either a profile manager for a subscriber, a provider or the broker. Each role gives different permissions on a profile, which are reflected in the user interface.

Logged in as subscriber
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Prompts for confirmation before delete
  • Upload new profile picture
Visit User Profile
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
  • Exists Change Password and Reset API Key buttons
Visit Personal Profile
  • Check sidebar has 4 menus (Profile, Notifications, Billing, Subscriptions)
  • Exists Change Password and Reset API Key buttons
Visit Organization Profile
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
Logged in as provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Prompts for confirmation before delete
  • Upload new profile picture
Visit User Profile
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
  • Exists Change Password and Reset API Key buttons
  • Exists button to re-send activation notification if profile is inactive
Visit Personal Profile
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Exists Change Password and Reset API Key buttons
  • Exists button to re-send activation notification if profile is inactive
Visit Organization Profile
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
Logged in as broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Prompts for confirmation before delete
  • Upload new profile picture
Visit User Profile
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
  • Exists Change Password and Reset API Key buttons
  • Exists button to re-send activation notification if profile is inactive
Visit Personal Profile
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Exists Change Password and Reset API Key buttons
  • Exists button to re-send activation notification if profile is inactive
  • Exists a Notes input field
  • Exists a checkbox to turn profile into a provider
Visit Organization Profile
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Exists a Notes input field
  • Exists a checkbox to turn profile into a provider
Update Payment Method
saas/billing/card.html

Page to manage the credit card on file associated with the profile.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Prompts for confirmation before delete
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Prompts for confirmation before delete
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Prompts for confirmation before delete
Billing History Page
saas/billing/index.html

Page with list of historic orders and payments, as well as the current balance due and a link to edit the credit card on file. The same functionality is also available through the

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is a “from” and “to” date filter fields
  • Check there is a download button between filter and sort fields
  • DoesNotExist Cancel balance due button
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is a “from” and “to” date filter fields
  • Check there is a download button between filter and sort fields
  • DoesNotExist Cancel balance due button
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is a “from” and “to” date filter fields
  • Check there is a download button between filter and sort fields
  • Exists Cancel balance due button
Subscriber
Provider
Subscriber
Provider
Subscriber
Provider
Subscriptions Page
saas/profile/subscriptions.html

Page to show active and expired subscriptions for an account. On this page a user can also unsubscribe.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is an active and expired tabs
  • Click unsubscribe prompts for confirmation
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is an active and expired tabs
  • Click unsubscribe prompts for confirmation
  • Check add subscription above the panels
  • Check only plan managed by provider are visible
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is an active and expired tabs
  • Click unsubscribe prompts for confirmation
  • Check add subscription above the panels
  • Check only plan managed by broker are visible
Subscriber
Provider
Subscriber
Provider
Subscriber
Provider
Role Page
saas/profile/roles/role.html

Page with all users having the specified role on the organization account. Through this page, already registered users or not yet registered users can be granted a role on the account. The newly added user will be notified by an e-mail that it was granted a role on the account.

Related APIs
Related notifications
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is a remove or “X” on each item in the list
  • Check typing an e-mail address shows autocompletion choices
  • Check that invitee not found prompts for sending invite notification
  • Check after invite is sent, invitee shows up at top of list in page
  • Prompts for confirmation before delete
  • Click “pending” button shows active and pending profile managers, pending listed first
  • Click “role requested” button shows active and role requests profile managers, role requests listed first
  • If profile picture cannot be found, shows generic picture
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is a remove or “X” on each item in the list
  • Check typing an e-mail address shows autocompletion choices
  • Check that invitee not found prompts for sending invite notification
  • Check after invite is sent, invitee shows up at top of list in page
  • Prompts for confirmation before delete
  • Click “pending” button shows active and pending profile managers, pending listed first
  • Click “role requested” button shows active and role requests profile managers, role requests listed first
  • If profile picture cannot be found, shows generic picture
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has at least the following menus: Profile, Billing and Subscriptions
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is a remove or “X” on each item in the list
  • Check typing an e-mail address shows autocompletion choices
  • Check that invitee not found prompts for sending invite notification
  • Check after invite is sent, invitee shows up at top of list in page
  • Prompts for confirmation before delete
  • Click “pending” button shows active and pending profile managers, pending listed first
  • Click “role requested” button shows active and role requests profile managers, role requests listed first
  • If profile picture cannot be found, shows generic picture
Connected Profiles Page
saas/users/roles.html

This page is the dual of the account role page. Instead of listing the users with a specified role on an account, it lists all the accounts the specified user has a role on.

Related APIs
Related notifications
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is a remove or “X” on each item in the list
  • Check typing an e-mail address shows autocompletion choices
  • Check that invitee not found prompts for sending invite notification
  • Check after invite is sent, invitee shows up at top of list in page
  • Check all columns have same height
  • Role status (accessible, granted, requested) is clearly marked
  • If profile picture cannot be found, shows generic picture
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is a remove or “X” on each item in the list
  • Check typing an e-mail address shows autocompletion choices
  • Check that invitee not found prompts for sending invite notification
  • Check after invite is sent, invitee shows up at top of list in page
  • Check all columns have same height
  • Role status (accessible, granted, requested) is clearly marked
  • If profile picture cannot be found, shows generic picture
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is a remove or “X” on each item in the list
  • Check typing an e-mail address shows autocompletion choices
  • Check that invitee not found prompts for sending invite notification
  • Check after invite is sent, invitee shows up at top of list in page
  • Check all columns have same height
  • Role status (accessible, granted, requested) is clearly marked
  • If profile picture cannot be found, shows generic picture
Update Password Page
users/password.html

Page to update a user password.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
  • Exists prompt for password confirmation when clicking update
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
  • Exists prompt for password confirmation when clicking update
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
  • Exists prompt for password confirmation when clicking update
Notifications Page
users/notifications.html

Enable or disable specific notifications sent by the site (ex: user registered, charge receipt).

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
Receipt Page
saas/billing/receipt.html

Receipt for a successful charge by the payment processor. This page is used in both in the workflow and dashboard. As the last step of a payment workflow, before moving to the application business logic, the dashboard sidebar is showing on a receipt page, such that a user has the opportunity to understand where the receipts can be found later on in the interface.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Sidebar has 3 menus (Profile, Connected Profiles, Notifications)
Subscriber
Provider
Subscriber
Provider
Subscriber
Provider
Provider and Broker Dashboard
saas/metrics/dashboard.html

High-level dashboard for a quick glance of the business in real-time. Entry point to search for a account.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all provider menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers)
  • Check MRR is valid
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
  • Check MRR is valid
  • Check active users are valid
  • Check Engagement meaningful
Provider
Broker
Provider
Broker
Provider
Broker
Connect Processor Page
saas/billing/bank.html

Page to connect a processor to handle charges (ex: Stripe).

Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all provider menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers)
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
Choose processor
Processor connected
Broker processor
Choose processor
Processor connected
Broker processor
Choose processor
Processor connected
Broker processor
Coupons Page
saas/billing/coupons.html

Page for a provider to manage the discount codes available at checkout. The same functionality is also available through the API:

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all provider menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers)
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Prompts for confirmation before delete
  • Check changes “expires at”, “use limit”, “restricted to” (plan), and “edit description” for a coupon are persisted after a page reload
  • Add Coupon
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Prompts for confirmation before delete
  • Check changes “expires at”, “use limit”, “restricted to” (plan), and “edit description” for a coupon are persisted after a page reload
  • Add Coupon
Import Off-line Transaction Page
saas/billing/import.html

Page for a provider to upload a payment that was made offline.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all provider menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers)
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
Funds Page
saas/billing/transfers.html

List payments made to a provider or funds transfered to the provider bank.

Page to with list of historic orders and payments made to the provider. This page also contains a link to connect the processor (see Bank page). balance due and a link to edit the credit card on file. The same functionality is also available through the

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all provider menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers)
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is a “from” and “to” date filter fields
  • Check there is a download button between filter and sort fields
  • Check transactions show up even if issue connecting to processor
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
  • Check there is a “from” and “to” date filter fields
  • Check there is a download button between filter and sort fields
  • Check transactions show up even if issue connecting to processor
Coupon Details Page
saas/metrics/coupons.html

Presents details about the use of a discount code.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all provider menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers)
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
  • Check there is pagination (page number on desktop and infinite scroll on mobile)
  • Check there is a match filter
  • Check there is a “sort by” mechanism (arrows on column headers, drop down on mobile)
Update Plan Page
saas/profile/plans/plan.html

Page used by a provider to manage a single plan.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all provider menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers)
  • Prompts for confirmation before delete
  • Check layout of pricing section
  • Check plan subscribers and active are in panels at the bottom (match profile)
  • Check delete is disabled if there are subscribers
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
  • Prompts for confirmation before delete
  • Check layout of pricing section
  • Check plan subscribers and active are in panels at the bottom (match profile)
  • Check delete is disabled if there are subscribers
Plans Page
saas/profile/plans/index.html

Lists a provider plans.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all provider menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers)
  • Check “To” date is visible
  • Check chart is lisible
  • Check row headers are locked visible when scrolling right
  • Check Add Plan is visible (above fold when there is no plans yet)
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
  • Check “To” date is visible
  • Check chart is lisible
  • Check row headers are locked visible when scrolling right
  • Check Add Plan is visible (above fold when there is no plans yet)
Subscribers Page
saas/profile/subscribers.html

List active and churned subscribers on any plans of a provider.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all provider menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers)
  • Check there is a download button
  • Check download button after filters and before sort
  • Check typing an e-mail address shows autocompletion choices
  • Check that invitee not found prompts for sending invite notification
  • Check after invite is sent, invitee shows up at top of list in page
  • DoesNotExist registered tab
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
  • Check there is a download button
  • Check download button after filters and before sort
  • Check typing an e-mail address shows autocompletion choices
  • Check that invitee not found prompts for sending invite notification
  • Check after invite is sent, invitee shows up at top of list in page
  • Exists registered tab
Provider
Broker
Provider
Broker
Provider
Broker
Revenue Page
saas/metrics/revenue.html

Reports cash flow and revenue in currency units from subscriptions over a trailing 12-month period.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all provider menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers)
  • Check “To” date is visible
  • Check chart is lisible
  • Check row headers are locked visible when scrolling right
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
  • Check “To” date is visible
  • Check chart is lisible
  • Check row headers are locked visible when scrolling right

Notification templates

These are e-mail templates sent to users as part of various workflows.

Access Control Notifications

Access control notifications relate to user and profile accounts management. It includes e-mail verification, password reset amongst others.

E-mail verification
notification/verification.eml
To
user

Template for e-mail sent to a user as part of the account activation flow to verify their e-mail address.

One-time code to login
notification/user_mfa_code_notice.eml

Template for e-mail sent to user that contains a one-time code to login to their account.

Password reset
notification/password_reset.eml

Template for e-mail sent to a user in response to a recover forgotten password event. The template contains a back link to the website where the user will be prompted for a new password.

Profile updated
notification/organization_updated.eml

Template for e-mail sent to a customer when fields in her profile have been updated.

Role grant accepted
notification/role_grant_accepted.eml

Template for e-mail sent to profile managers in response to a user accepting a role on the profile. This e-mails are only sent for roles requiring a double opt-in.

Role grant created
notification/role_grant_created.eml

Template for e-mail sent to a user who was granted a role to a profile.

Role request created
notification/role_request_created.eml

Template for e-mail sent to profile managers that a user requested a role on the profile.

Billing Notifications

Billing notifications are linked to payment processing and credit card management in the context of recurring payments.

Card expires soon
notification/card_expires_soon_notice.eml

Template for e-mail sent to a customer when a card on file is about to expire.

Card updated
notification/card_updated.eml

Template for e-mail sent to a customer when the credit card on file has been updated.

Charge receipt
notification/charge_receipt.eml

Template for e-mail sent to a customer when a charge was successfully created on the credit card. This template is also used to notify customers of refunds.

Claim code generated
notification/claim_code_generated.eml

Template for e-mail sent to notify a user that a third-party has paid for their subscription on the site as part of GroupBuy checkout workflow.

Renewal charge failed
notification/renewal_charge_failed.eml

Template for e-mail sent to a customer when the renewal charge failed.

Order confirmation
notification/order_executed.eml

Template for e-mail sent to a customer when an order has been recorded but payment is still due.

Subscription Notifications

Subscriptions are not necesseraly connected to billing. These are notifications specific to the subscription cylce.

Subscription expires soon
notification/expires_soon.eml

Template for e-mail sent to notify a customer that their subscription on the site is about to expire.

Subscription grant accepted
notification/subscription_grant_accepted.eml

Template for e-mail sent to profile managers in response to a subscription that was previously granted being accepted. This e-mails are only sent for subscriptions requiring a double opt-in.

Subscription grant created
notification/subscription_grant_created.eml

Template for e-mail sent to a subscribers who were granted a subscription.

Subscription request created
notification/subscription_request_accepted.eml

Template for e-mail sent to subscribers when a provider has accepted their request for a subscription. This e-mails are only generated when a subscription plan is setup for double opt-in.

Workflow Notifications

Workflow notifications help a broker get quick information on key events (ex: registration).

User activated
notification/user_activated.eml

Template for e-mail sent to profile managers of a broker when a user has activated their account.

Contact us
notification/user_contact.eml

Template for e-mail sent to profile managers of a broker when a user has submitted a contact form through the /contact/ URL.

notification/user_registered.eml

Template for e-mail sent to profile managers of a broker when a user has registered an account.

Welcome
notification/user_welcome.eml

Template for e-mail sent to a user after they register their account.

Error pages

These templates are used when various errors are inevitable generated by the site.

400.html

Page displayed when a generic HTTP error code 400 is generated.

403.html

Page displayed when a permission denied, aka HTTP 403, is generated.

404.html

Page displayed when a URL can not be found, aka HTTP 404.

500.html

Page displayed when an internal server error, aka HTTP 500, is generated.

Because 500 errors indicates something with the internal logic of the site went horribly wrong, it is important that this template is a self contained plain HTML file, otherwise it might result in cascaded errors and the page will not show up as expected.

rules/forward_error.html

Page displayed when the application behind djaoapp cannot be reached.

Developers pages

Pages for developers and maintainers of the site.

Update Access Rules Page
rules/app_dashboard.html

Page to update the service access policies for the site.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Not accessible
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
  • Check testing works
Update Theme Templates Page
pages/theme.html

This page presents the user with the functionality to download and upload a theme, reset to the default theme, turn on the live edition tools for web pages and live edit the notification templates.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Not accessible
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
Update Notification Template Page
notification/detail.html

This page presents the user with the tools to live edit a notification e-mail template.

Related APIs
Checklist

If you are looking to update the look-and-feel of this page, remember to check the following features when the page is seen by a subscriber, provider and broker.

Subscriber
  • Not accessible
Provider
  • Not accessible
Broker
  • Name of profile appears in page title
  • Exists a description of the purpose of page
  • Description appears relatively high before the fold
  • All text refers to the currently logged in user
  • Buttons are all of the same width
  • All form fields have labels
  • All input form fields have placeholder examples
  • All checkboxes are aligned with text input form fields
  • Placeholder in textarea form fields is left aligned
  • No “*” for required form fields, Red border when empty or invalid
  • Click sidebar toggle expands and retracts the sidebar accordingly
  • Shows user drop menu is connected to menubar item
  • Scroll sidebar down to bottom shows all menus
  • Check sidebar has all broker menus (Profile, Profile Managers, Dashboard, Coupons, Funds, Revenue, Plans, Subscribers, Themes and Rules)
  • Check scrolling of editor to the end
  • Check send test is at the bottom

Partial templates

This template files are building blocks that are meant to be included in other templates through an include directive. Example:

Example 
{% include "_generic_navbar.html" %}
_generic_navbar.html

Menu items for the menubar at the top of the page.

_navbarbrand.html

Logo in the top left corner of a page.

_menubar.html

Pop-up menu that is displayed when a user clicks on their username in the top menu bar.

This partial is also used to fill the HTML element with class="header-menubar" on the pages served by the app container.

saas/_sidebar.html

Menu items in the sidebar of the dashboard pages.

saas/agreements/terms-of-use.md

Text of the terms of use for the site.

Making text editable online

Editing HTML files and uploading them can be cumbersome. It is a process is also not suitable for other people in your business, with little or no technical knowledge.

We will want to make some text on the home page (index.html) editable online for example. In order to do that we add an .editable class and a unique id to a paragraph.

Example 
-<p>Hello World</p>
+<p id="title" class="editable">Hello World</p>

Reminder:

  • all editable elements must contain an editable class.
  • all editable elements must have an UNIQUE id attribute.
  • To enable Markdown edition on an element, add a edit-markdown class.
  • To transform <IMG> and <VIDEO> nodes into placeholders, add a droppable-image class.