CV Classified Pro User Manual

1. Introduction

• CV Classified Pro is an internal classifieds management system built on SharePoint, enabling organizations to buy, sell, and manage products securely within their digital workspace.
• This guide will walk Admin and Users through every feature of the platform—access management, posting classifieds, purchasing items, approvals, metadata setup, and more.

2. Admin Guide

• 2.1 Steps for Granting Access to Users

• Open the SharePoint Site
  1. Launch your browser, navigate to the SharePoint site, and log in using Admin credentials
• Open Advanced Permission Settings
  1. Click Advanced permission settings to view permission groups such as Owners, Members, and Visitors.
• Go to Site Permissions
  1. Click the Settings (gear) icon in the top-right corner.
  2. Select Site Permissions.
• Open Advanced Permission Settings
  1. Click Advanced permission settings to view permission groups such as Owners, Members, and Visitors.
• Add a User to the Visitors Group
  1. Open the Visitorsgroup.
  2. Click New on the top ribbon.
  3. Enter the user’s email address or username.
  4. Click Share to grant access.
• The user is now added as a Visitor and can access the platform based on assigned roles.

3. Settings

• The Settings section is available to Admin users and allows configuration of key controls
  that define how product listings behave within the platform.

• 3.1 General Settings

• This section allows administrators to manage system-wide rules for product listing behavior, image requirements, and form field controls.

  

• Auto Delete Expired Listing
  1. Enable this option to automatically and permanently remove expired listings from the backend after the defined duration.
• Delete Listing After (Days)
  1. Specify the number of days after which listings should be auto deleted.
     (This works only when Auto Delete Expired Listing is enabled.)
• Auto-Expire Listing Applies To
  1. Select the product listing for which auto-expiration rules should apply.
• Remove Expired Listings After (Days)
  1. Define the number of days after expiration when a listing should be removed from the UI.
     (The listing remains in the backend even after being hidden.)
• Add Terms of Use
  1. This setting allows the admin to require users to accept a Terms of Use agreement during classified submission or cloning.
  2. When this option is enabled, a rich-text editor becomes available for the admin to add or update the Terms of Use content.
  3. A Terms of Use dialog will then appear each time a user submits a new classified or clones an existing one.
  4. This ensures compliance and provides an additional layer of acknowledgement before listings are created or duplicated.
• Show My Listings in All Sections
  1. Enable or disable to show own listed classifieds under all sections (Buy & Product details section).
• Upload Image Mandatory
  1. Enable or disable mandatory image upload when posting a new product. Max Number of Images per Listing & Max Image Size (MB) settings will be visible if this setting is on.
• Max Number of Images per Listing
  1. Set the maximum number of images users can upload when image upload is mandatory.
• Max Image Size (MB)
  1. Define the maximum file size allowed per image.
• No Image
  1. Display a default placeholder image if image upload is not mandatory, and the user does not upload any images.
• Manage Form Fields
  • Admins can configure the fields shown in the Post New Product form:
    1. Enable or disable field visibility using the Is Active checkbox
    2. Control whether a field is required by using the Is Required checkbox
    3. Customize Field Title (label)
• Manage Tabs Taxonomy
  1. Admins has the ability to customize tab labels based on organizational requirements.
• Manage Quick Actions
  1. Admin can control the visibility of quick action tabs (Teams, Outlook, Call, Share) by enabling or disabling them as needed.

• 3.2 Manage Approval Settings

• This section allows Admin users to decide how products will be created, reviewed, and approved on the platform. Below are the available options:
  
• Manage Admins
  1. Admins can manage permissions and make other users admins.
• Manage Moderators
  1. Moderators will have permission to approve/reject classifieds on behalf of admin.
• Only Admin
  1. When enabled, only Admin users can post new products. Normal users will not be allowed to create or submit listings.
• Manage Inventory
• The admin can enable or disable the inventory feature from this setting.
  1. When disabled, all inventory-related options are hidden from users.
  2. The Purchased section will not be visible.
  3. The Buy feature will be disabled, and the Buy button will not appear on the classified details page.
  4. Quantity details will also be hidden across all listings.
  5. Users will only be able to contact the seller via Microsoft Teams, Outlook email, phone call, or by sharing the classified link.
• Show Qty on Listing
  1. Show or hide the quantity field on product listing cards.
• Upload Payment Receipt
  1. Enable this option to allow users to upload a payment receipt for verification after completing a transaction
• Post Approval
  1. Enable this if all products posted by users must be reviewed and approved by the admin before they appear to other users.
• Post Approval Notification
  1. When this option is turned on, the system will send notifications whenever a product requires approval.
• Note: If this is turned off, the auto sold-out feature is not applicable on the classified. The seller will need to change the status to Sold manually.
• Email Templates
  1. Allows the Admin to customize the email templates used for approval notifications, including product approval and purchase request approval emails.

• 3.3 Appearance Settings

• Admins can customize the webpart’s visual style — including theme colors, fonts, header options, and footer content — to match their SharePoint site branding.
  
• Administrators can control the following appearance and display settings for the CV Classified Pro webpart:
  1. Theme Primary Color
     Customize the webpart’s primary theme color. By default, it inherits the SharePoint site theme.
  2. Theme Secondary Color
     Set the secondary accent color for the webpart UI.
  3. Font Family
     Select the font family to be used throughout the webpart.
  4. Header Title
     Set the display title shown in the webpart header.
  5. Header Options
     Choose how the header is displayed: Title Only, Title with Icon, Title with Line, or Hide Title.
  6. Header Title Icon
     Select or upload an icon to display alongside the header title.
  7. Default Webpart Display in Full Screen
     Enable or disable to show the webpart as a full-page view by default.
  8. Show Solution Version Info
     Toggle the display of the current solution version in the webpart.
  9. Show Tenant Info
     Enable or disable the display of tenant information within the webpart.
  10. Language
      Set the display language for the webpart. Supported languages: English, German, and Italian.
  11. Date Format
      Choose the preferred date format for displaying dates across the webpart.
  12. Show Footer
      Enable or disable the footer display at the bottom of the webpart.
  13. Footer Text
      Enter the custom text to be displayed in the webpart footer.
  14. Footer Disclaimer
      Add a legal disclaimer or additional note to appear in the webpart footer.

• 3.4 Manage Meta Data

• This section allows Admin to set up and manage the essential information used across product submission forms. This ensures that all listings follow consistent and structured data.
  
• Admins can add, edit, or manage the following metadata types:
  • Currency – Used for setting product pricing.
  • Category – Helps classify products into relevant groups.
  • Country – Defines the country for the product location.
  • State – States associated with the selected country.
  • City – Cities associated with the selected state.
  • Note: For free Version of CV Classified Pro includes the following limitations:
    1. Only 1 Currency can be added
    2. Up to 3 Categories are allowed
    3. Only 1 Country can be configured
    4. Up to 3 States can be added
    5. Up to 3 Cities can be added
• To get full access and add unlimited metadata entries, the admin must upgrade the plan.

• 3.5 License

• License section allows the admin to activate, renew, or upgrade the CV Classified Pro product license.
• License Upgrade Process
  
• To upgrade from the Free Version to a Paid License:
  1. Open the Activate License popup from the License section.
  2. Copy the displayed Tenant ID and Portal URL.
  3. Share these details with the support team at: support@thecodevision.com
  4. Our team will provide a valid License Key.
  5. Click on Renew License button to enter the License Key.
  6. Enter the License Key in the activation popup and submit it to activate the paid version.

• 3.6 Reports

• View and analyze product listing and sales statistics across selected time periods.
  
• Reports section provides a quick overview of product activity and sales performance. It includes:
  1. Total Listings and Total Sold counts based on the selected date range.
  2. A category-wise bar chart that visually compares the number of listings against the number of products sold.
  3. A date range filter that allows admins to analyze data for a specific period and track trends effectively.

4. How to Buy a Product

• Buy section allows users to browse, explore, and purchase products listed by other users within the organization.
  
• All available products appear in a card-based layout, showcasing essential details such as product name, pricing, description, and seller information.
• Each product card also includes multiple communication options, so buyers can easily Connect with the seller.

• 4.1 Ways to Contact the Seller

• CV Classified Pro offers multiple built-in contact options so buyers can connect with sellers instantly without leaving the platform.
  
• Microsoft Teams
  Connect with the seller directly via Teams or share the product details with colleagues.
• Mail
  Send an email to the seller using your Outlook-registered email address for additional information.
• Call
  View or initiate a phone call using the contact number shared by the seller.
• Share
  Copy the product link and share it externally using your preferred communication platform.
• These options help users quickly clarify details before making a purchase request.

• 4.2 Using Sorting & Filtering for Easy Browsing

• To make your search faster and more accurate, the Buy section includes built-in Sorting and Filtering tools. These controls are located at the top-right corner of the page.
• Sorting Options
  
  
• Use Sort By to rearrange product listings based on:
  1.  Price — Low to High or High to Low
  2. Listing Date — Newest First or Oldest First
• Sorting helps users quickly find products based on budget or recency.
• Filtering Option
  
  
• Filters allow users to refine the results and locate specific types of products. You can filter classifieds by:
  1. Country
  2. State
  3. City
  4. Category
  5. Status (Pending, Active, Approved, Sold)
  6. Price Range (via slider toggle or manual number entry)
• Additionally, users can perform quick searches using:
  1. Product Name / Keyword
  2. Seller Name
• Applying Filters
  1. After selecting your filter criteria, click Apply to view the refined results.
  2. Click Reset to clear all filters and return to the full product list.
  3. These tools help users quickly narrow down listings and find exactly what they’re looking for.

• 4.3. Viewing Classified Details

• View complete classified details, including product information, pricing, seller details, and related listings in a single page.
  
• To access complete product information:
• Select any classified item from the list.
• A detailed product view page will open, displaying all key information, including:
  1. Product Images
  2. Title & Description
  3. Pricing Details
  4. Available Quantity
  5. Submitting a Purchase Request Location Information (Country, State, City)
• This page provides everything you need to evaluate the product before submitting a purchase request.

• 4.4 Submitting a Purchase Request

• Follow these steps to submit your purchase request and notify the seller for review.
  
• To place a purchase request for a product:
  1. Open the product details page.
  2. Click the Buy button.
  3. A pop-up window will appear prompting you to upload the payment screenshot or
     receipt.
  4. Select and upload the required file.
  5. Click Submit to complete the request.
• Once submitted:
• Your purchase request is sent to the Classified Owner (seller) for review and approval. You will be notified once the seller approves or rejects the request

5. Posted Classified

• 5.1 Manage Posted Listings

• Posted section displays all products listings created by users. The visibility of listings depends on the user’s role:
• Admin User – Can view all products posted by every user across the platform.
• Normal User – Can view only the products they have personally listed.
• Each classified appears as a card containing essential details such as product title, price, and category. The status badge at the top-right corner shows the current state of the listing.

• Product Status Types

• Each product in CV Classified Pro is assigned a status that controls its visibility and availability to buyers
  
• Pending
  The product listing has been submitted and is awaiting Admin review and approval.
• Approved
  The product is approved and visible to all users for purchase.
• Sold
  The product has been purchased; no new purchase requests can be submitted.
• Reject
  Admin has declined the product listing due to incomplete, incorrect, or invalid details.
• Requested
  The product has been submitted by a user and is waiting for Admin review and approval.

• 5.2 Submit a New Product Listing Request

• Use the product listing form to add and submit a new item for sale on the CV Classified Pro marketplace.
  
  
  1. To create and submit a new product listing:
  2. Click the “+” button at the top of the page.
• A New Product panel will open on the right side of the screen.
• Fill in the required product details
• After completing the form, click the “Add” button to submit your product.
• Once submitted, the product request is automatically sent to the admin for review and approval.
• The product will be visible to other users only after Admin approval.

• 5.3 Actions Available on Posted Products

• Each product card includes three action buttons at the bottom, allowing users to manage
  their listings efficiently:
  
• To make an Edit
• Allows you to update any product details such as:
  1. Contact Number
  2. Country, State, City
  3. Short Description
  4. Long Description
• You can also change the product status (Active, Inactive, Sold, etc.).
• To make a Clone of a listing
  1. Creates a duplicate copy of the selected
  2. You can quickly update the details and publish it as a new
  3. This feature saves time when posting multiple similar
• To look for a Buyer List
  
• Opens a panel showing all users who have expressed interest or submitted a purchase
• You can view important buyer details, including:
  1. Buyer Name
  2. Submitted Payment Receipt
  3. Request Date & Time
• Admin or product owner can Approve or Reject the purchase request directly from this panel.
• Note: If you are using the Free Version of CV Classified, you can post up to 30 products only. To add more, you must upgrade your plan.

6. Purchased

• The Purchased section allows users to view all the products they have requested to buy and track the status of each purchase request.
  
• Each product listed in this section displays key details along with its status:
  1. Requested – Your purchase request has been submitted and is awaiting the seller’s approval.
  2. Approved – The seller has accepted your
  3. Rejected – The seller has declined your request due to incorrect details or product

7. Approval

• The Approval section is available to Admin users and serves as the review hub for all newly submitted product listings. Every product added by a regular user appears here until it is verified and approved.
  
• Within this section, Admins can:
  1. Review full product details including descriptions, pricing, and contact information
  2. Validate the selected category, product information, and uploaded images to ensure accuracy and compliance
  3. Approve the listing to make it visible on the platform, or reject it if the submission contains incorrect, incomplete, or inappropriate details
  4. This section ensures all product listings meet the platform standards before going live.