Getting started with CMS B2C
This user guide is written for staff and administrators operating a Winnova CMS B2C back office. Every page explains what you can do in that menu, what each button and filter does, which fields to fill in, and what each status means on screen. Pick a category from the left sidebar or use the search bar at the top to jump straight to any menu.
Main parts of the CMS screen
Once signed in to CMS B2C, two main navigation areas stay visible across every screen: the Left Sidebar and the Top Toolbar (Navbar).
1. Left Sidebar (Main menu)
Use the left sidebar to switch between menus grouped by daily operational tasks.
| Control / Area | How to use it |
|---|---|
| Category row | Click to expand or collapse the sub-menus inside that category. When the sidebar is collapsed to icons only, clicking a category icon opens the first page in that category. |
| Star icon (⭐) beside a menu | Hover over any menu row and click the star icon to pin frequently used pages to the Favorites section right below Dashboard. Click the star again to unpin. |
| Pin / Collapse sidebar button | Click the toggle button at the top-right of the sidebar header to collapse the sidebar into an icon rail for wider table viewing. Hovering over the rail temporarily expands it. |
2. Top Toolbar (Quick controls & account menu)
Located at the top of the screen for quick menu search, payment controls, wallet balance checks, and personal settings.
| Button / Control | What it does |
|---|---|
Menu Search (Ctrl + K or ⌘ + K) | Click the search button or press the keyboard shortcut, then type a menu name in Thai or English (e.g., Deposit, Promotions, Banner) to jump directly to that page. |
| Payments Shortcut (Bank icon) | Opens the quick payment control panel where authorized staff can pause or resume All deposits, All withdrawals, individual bank accounts, and third-party payment services without leaving the current page. |
| Wallet Management (Credit balance) | Shows your site's available credit and credit limit. Click the refresh icon to update the balance. A yellow warning banner appears automatically if credit runs low. |
Language switcher (TH / ENG) | Switches the CMS interface language between Thai and English. |
| Theme toggle (Sun / Moon icon) | Switches the screen between Light mode and Dark mode. |
| Notifications bell | Opens the recent system notices panel with an unread count badge. |
| User Profile (Top-right avatar) | Click your profile to Copy Username, Switch active site/agent (if your account manages multiple sites), configure Two-Factor Authentication (2FA), or click Log Out. |
Using CMS on phones and tablets: On smaller screens, top-bar utilities are grouped inside the Quick Actions (grid icon at top-right) bottom sheet so you can check wallet credit, toggle bank shortcuts, switch theme or language, and sign out comfortably.
Browse guides by category
| CMS Category | What you do here | Starting page |
|---|---|---|
| Dashboard | Monitor total deposits, withdrawals, profit/loss, new players, and daily or monthly performance charts. | Dashboard |
| Players | Search and manage player accounts, organize player groups, configure member ranks, manage profile pictures, and review player behavior reports. | Player List |
| CRM | Create follow-up campaigns, assign tasks to staff, set monthly goals, approve credit/promotion requests, and track staff performance. | Campaigns |
| Finance | Check and approve player deposits and withdrawals, update transaction statuses, and inspect bank statement history. | Deposit |
| Payment setup | Manage deposit and withdrawal bank accounts, enable supported banks, order deposit methods, and set transaction limits and rules. | Bank accounts |
| Payment services | Connect LINE bank-notice readers, configure EasySlip API keys for slip verification, and manage Jinlipay P2P settings. | LINE bank-notice readers |
| Promotions | Create promotion categories and general promotions, and configure cashback, commission, and affiliate referral programs. | Categories Promotion |
| Activities | Set up prediction events, turnover activities, missions by rank, daily check-ins, lucky wheel spinners, and point exchange shops. | Prediction |
| Game management | Enable or reorder game providers and games, manage game tabs, hit sections, highlight games, podiums, big wins strip, and leaderboards. | Game providers |
| Lobby pages | Arrange home page sections, upload banners, configure separate tabs, maintenance mode, announcements, popups, news, guides, and contacts. | Home Section |
| Site look | Customize the site logo, theme color, header, footer, mobile navigation, sign-up/sign-in popups, icons, and SEO metadata. | Logo |
| Reports | Review player reports, provider reports, income and expense reports, daily summaries, credit reports, and agent credit requests. | Player Report |
| Staff | Manage staff user accounts, configure roles and permissions, audit staff activity logs, and review notice history. | User List |
Things to know before you start
- Menus and buttons depend on your role permissions: If a menu does not appear in your sidebar, or if action buttons such as Create, Edit, or Approve are hidden, your assigned Role does not have permission for that action. Contact your supervisor or system administrator if you need access.
- Unsaved changes protection: If you edit a form and click another menu before saving, the system prompts you to confirm leaving the page so you do not accidentally lose your work.
- Turn off active items before deleting: In many menus (such as promotions, banners, news, bank accounts, and activities), items that are currently Active cannot be deleted directly. Switch the item's status toggle to Inactive first, then delete it.