# GMB Dashboard — Adding Clients & Dealers (Screen Recording Script) Use this document as a step-by-step script for your screen grab video. It walks through the full hierarchy: **Agency → Client → Dealer**. --- ## Prerequisites 1. **Backend is running:** ``` cd backend python -m uvicorn app.main:app --reload --port 8000 ``` 2. **Frontend is open:** Navigate to `http://127.0.0.1:5500/frontend/index.html` in your browser. --- ## 🔐 Default Credentials | Role | Email | Password | Notes | |---------|--------------------------------|---------------|-------| | Agency | `admin@hashtagorang.in` | `Admin@123` | Agency admin — does NOT require password change | | Client | `fenesta@example.com` | `Client@123` | Pre-seeded test client — forced password change on first login | | Dealer | `dealer.gurugram@fenesta.com` | `Dealer@123` | Pre-seeded test dealer — forced password change on first login | | Dealer | `dealer.noida@fenesta.com` | `Dealer@123` | Pre-seeded test dealer — forced password change on first login | | Dealer | `dealer.jaipur@fenesta.com` | `Dealer@123` | Pre-seeded test dealer — forced password change on first login | > **Important:** When a Client or Dealer is created via the UI, the system generates a **random temporary password** that is shown in a green toast notification at the top-right corner of the screen. Copy it immediately — it is only shown once. The user will be forced to change it on their first login. --- ## Step 1: Login as Agency Admin 1. Open the login page. 2. Enter: - **Email:** `admin@hashtagorang.in` - **Password:** `Admin@123` 3. Click **Secure Login**. 4. You will see the **Agency Administration** dashboard with the "Brand Clients" tab active. --- ## Step 2: Add a New Client (from Agency Dashboard) 1. On the **Brand Clients** tab, click the **"+ Add Client"** button (top-right of the table). 2. A modal popup will appear with three fields: | Field | What to Enter | Required? | |----------------------|-------------------------------|-----------| | **Client Name** | e.g. `Fenesta Windows` | Yes | | **Admin Email** | e.g. `fenesta@brand.com` | Yes | | **GBP Account ID** | e.g. `accounts/12345` (or leave blank) | No | 3. Click **"Create Client"**. 4. ✅ A **green toast notification** appears at the top-right showing: - "Created Successfully!" - **Temp Password: `xxxxxxxx`** ← Copy this! This is the client's login password. 5. The client now appears in the table below. --- ## Step 3: Logout & Login as the New Client 1. Click **Logout** (top-right). 2. On the login screen, enter: - **Email:** The email you used in Step 2 (e.g. `fenesta@brand.com`) - **Password:** The temporary password from the green toast 3. Click **Secure Login**. 4. ⚠️ You will be redirected to the **"Change Password"** screen (mandatory for new accounts). 5. Fill in: - **Current Password:** The temp password - **New Password:** Must meet requirements (8+ chars, uppercase, lowercase, digit, special char) - **Confirm Password:** Re-type the new password 6. Click **Update & Continue**. 7. You are now on the **Client Dashboard** with 4 tabs: - **Global Overview** — Cumulative brand metrics (HQ + all dealers) - **Dealer Network** — Sub-dealer table + network-only metrics - **Add Dealer** — Form to provision new dealers - **HQ Location** — Client's own flagship store metrics --- ## Step 4: Add a Dealer (from Client Dashboard) 1. Click the **"Add Dealer"** tab. 2. You will see the **"Provision Sub-Dealer"** form with these fields: | Field | What to Enter | Required? | |--------------------------|-----------------------------------|-----------| | **Dealer / Store Name** | e.g. `Fenesta South Delhi` | Yes | | **Login Email** | e.g. `south.delhi@fenesta.com` | Yes | | **City** | e.g. `New Delhi` | No | | **State** | e.g. `Delhi` | No | | **Google Location ID** | e.g. `123456789` | Yes *(required for API sync)* | 3. Click **"Create Dealer Account"**. 4. ✅ A **green toast notification** appears showing: - "Created Successfully!" - **Temp Password: `xxxxxxxx`** ← Copy this! This is the dealer's login password. 5. Switch to the **"Dealer Network"** tab to see the new dealer in the table. --- ## Step 5: Logout & Login as the New Dealer 1. Click **Logout**. 2. Enter: - **Email:** The dealer email from Step 4 (e.g. `south.delhi@fenesta.com`) - **Password:** The temporary password from the toast 3. Click **Secure Login**. 4. ⚠️ You will be redirected to the **"Change Password"** screen. 5. Set a new password and click **Update & Continue**. 6. You are now on the **Dealer Dashboard** showing individual location metrics and a 6-month trend chart. --- ## Password Summary | Scenario | Where to Find the Password | |------------------------------|----------------------------------------------------------------------| | Agency Admin | Hardcoded during setup: `Admin@123` | | Pre-seeded test Client | `Client@123` (set in `seed_test_data.py`) | | Pre-seeded test Dealers | `Dealer@123` (set in `seed_test_data.py`) | | Newly created Client (via UI)| **Green toast notification** after clicking "Create Client" | | Newly created Dealer (via UI)| **Green toast notification** after clicking "Create Dealer Account" | > All new accounts are flagged with `needs_password_change = TRUE`. The user **must** change the temp password on their first login before accessing the dashboard. --- ## Quick Demo Flow for Video ``` Agency Login → Add Client → Copy Temp PW → Logout → Client Login (temp PW) → Change Password → Add Dealer → Copy Temp PW → Logout → Dealer Login (temp PW) → Change Password → View Dealer Dashboard ```