Credit System

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The credit system allows platform users to purchase and utilize credits instead of real money for various transactions. Here is a comprehensive overview of how the credit system functions and its key features.

1. Introduction to the Credit System

  • Purpose: Enables users to use credits for purchasing services and posting jobs on the platform instead of real currency.
  • Usage Example: A worker can offer a mentoring service for 100 credits instead of $100.

2. Enabling the Credit System

  • Accessing Settings: Navigate to the settings page and search for “credits.”
  • Activation: Turn the credit system on to begin using its functionalities.

3. Assigning Credits to Users

  • Managing Credits:
    • Access User Management: Search for any user and filter by customers.
    • Edit User Credits: Click edit on a customer user to find the “Manage Credits” section.
    • Add/Remove Credits: Add or remove credits and specify the currency.
  • Example: Assigning 500 credits with a comment “Added per request” and setting the value to USD.

4. Credit Pricing and Currency

  • Setting Credit Value: Define the value of credits (e.g., 1 credit = $1).
  • Flexibility: Option to sell different amounts of credits for various currencies (e.g., 10 credits for £1).

5. Charging Credits for Actions

  • Posting a Job:
    • Credit Requirement: Set the number of credits required to post a job (e.g., 100 credits).
    • Restriction: Users must have sufficient credits to post a job; otherwise, posting is blocked unless negative credits are allowed.
  • Additional Settings:
    • Show Credits on Dashboard: Display available credits on the customer’s dashboard.
    • Allow Customers to Earn Credits: Enable customers to earn additional credits through platform activities.
    • Spread Credits: Option to distribute credits when a contract is started, though not enabled by default.
    • Display Credits on Jobs Page: Show available credits on the jobs page.
    • Allow Negative Credits: Permit customers to have a negative credit balance, requiring them to invoice for the deficit.

6. Display and Management Options

  • Currency Specification: Admin can specify the currency for each customer.
  • Milestone Management: Option to require signing off milestones to conclude a job, currently disabled.
  • Header Display: Display available credits in the website header for easy visibility.

7. Customizing Credit Costs for Products

  • Setting Credit Values for Products:
    • Custom Data Items: Create custom data fields (e.g., bronze, silver, gold) to define credit costs.
    • Admin Control: Admin specifies the credit cost for each product category, preventing freelancers from setting their own prices.
  • Example:
    • Bronze Package: 100 credits for a 60-minute yoga session.
    • Credit Deduction: Purchasing the bronze package deducts 100 credits from the user’s balance.

8. Purchasing and Using Credits

  • Product Creation: Workers create products with specified credit costs.
  • Credit Deduction: When a product is purchased, the corresponding credits are automatically deducted from the buyer’s balance.
  • Job Posting: Posting a job deducts the set number of credits from the customer’s account.

9. Organization-Wide Credit Management

  • Managing Credits for Organizations:
    • Enable Organization Feature: Activate the customer organization functionality.
    • Assign Credits to Organizations: Sell credits to an organization, allowing shared use among its members.
  • Use Case Example: A school purchases credits that students can use collectively for platform services.
  • Visibility: Organization credits are managed on the customer edit page, separate from individual user credits.

10. Conclusion and Support

  • Summary: The credit system offers a flexible and controlled method for managing transactions on the platform, including assigning credits, setting credit prices, managing credit usage, and supporting organization-wide credit sharing.
  • Support: Users are encouraged to reach out for any questions or further assistance regarding the credit system.

This comprehensive credit system enhances the platform’s functionality by providing an alternative payment method, customizable pricing, and efficient credit management for both individual users and organizations.

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