Team Management

Manage your team members, their access permissions, and administrative functions.

How can I add a new team member?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Click on add team option.
Step 3: Select the name, number and designation.
Step 4: Select 'yes', click on continue.
TIP: If you want to add in all properties, select 'YES' or you want to add in single property select 'NO'.

How can I edit team member personal details?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3: Click on the team member card.
Step 4: Team member profile will open.
Step 5: Click on the 'edit' button to enable the edit mode.
Step 6: Find the field details under the personal detail section.
Step 7: Enter the new details, click on save button.

How can I upload team member documents?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3: Click on the team member card.
Step 4: Team member profile will open.
Step 5: In KYC section, click on the upload button.
Step 6: A pop up will appear with 2 option camera and gallery.
Step 7: If you want to upload a document by camera click on camera, click the picture and click on save button.
Step 8: If you want to upload a document by gallery click on gallery option, select the document.
Step 9: Click on upload.

How can I add team member bank details?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3: Click on the team member card.
Step 4: Team member profile will open.
Step 5: Scroll down and click on the bank details option.
Step 6: Click on edit button.
Step 7: Enter the details, click on save button.

How can I update team member app access?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3: Click on the team member card.
Step 4: Team member profile will open.
Step 5: Click on property access.
Step 6: On the pg card, click on view app access option.
Step 7: Click on YES button and click on save changes button.

How can I remove team member app access?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3: Click on the team member card.
Step 4: Team member profile will open.
Step 5: Click on property access.
Step 6: Click on the remove app access.

How can I share login access of app with the team member?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3: Click on the team member card.
Step 4: Team member profile will open.
Step 5: Click on property access.
Step 6: Click on share login access of app.

How can I give access for the cash collection?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3: Click on the team member card.
Step 4: Team member profile will open.
Step 5: Click on property access.
Step 6: On the PG card, click on view app access option.
Step 7: Click on the toggle button to give OTP cash access.

How can I remove access for the cash collection?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3: Click on the team member card.
Step 4: Team member profile will open.
Step 5: Click on property access.
Step 6: On the PG card, click on view app access option.
Step 7: Click on the toggle button to remove the Cash OTP access.

How do I edit the admin account?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Swipe left to the admin card and click on edit.
Step 3: A page will open click on edit button to enable the edit mode.
Step 4: Enter the relevant information.
Step 5: Click on save button.

How do I delete team members?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3: Swipe left to the tenant card.
Step 4: Click on delete option.
Step 5: A confirmation pop up will appear, click on delete button.

How do I communicate with my team members?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3: Click the 'Call' option on the team member's card to initiate a call.

How can I connect to the team members over whatsapp?

Step 1: Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3: Click on whatsapp option.