User & Designation

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User & Designation

Create User/Staff

You want to create your company/branch staff & assign them role to perform their tasks.

You would be required to add a few details such as role, designation & name. Click Save to complete this step.

To Add User/Staff details
1. In the Organization Menu select ‘Setup’.
2. Navigate to ‘Staff’ option.
3. Click on ‘Add Staff‘ button.
4. Select ‘Role’, “Designation” and enter ‘Fullname’.
5. Enter all the required info and click on ‘Save’.

Membership details get saved and will be displayed on listing page.


Create Designation

You want to create staff designation to perform their tasks.

You would be required to add a few details such as designation name. Click Save to complete this step.

To Add Designation details
1. In the Organization Menu select ‘Setup’.
2. Navigate to ‘Designation’ option.
3. Click on ‘Add Designation‘ button.
4. Enter ‘Name’ &Description
5. Enter all the required info and click on ‘Save’.

Membership details get saved and will be displayed on listing page.