Members

All members of a specific organization will be displayed in the 'Members' section.

  1. Click on "New Member" to initiate the registration process.

  2. Complete all the mandatory fields with the necessary details.

  3. Email: Enter the email ID of the member.

  4. Department: If the department doesn't exist, create it from the organization setup.

  5. Designation: If the designation doesn't exist, create it from the organization setup.

  6. Employee Code: Must be unique.

  7. Role: If the role doesn't exist, create it from the access management.

  8. Member Type: If the Member type doesn't exist, create it from the organization setup.

  9. Status: Define whether the member is currently active or inactive in the company.

Last updated