How to invite user on the portal?
Invite user on Portal:
To invite user on the Admin Portal, you need to click on left corner downwards, you will get an option of user management.
There you will get an option of user management; by clicking on that option you can manage your member as per your requirement.
By clicking on the Plus icon, a new window will appear on which you will be updating the basic information needed and after adding up all the details. Click on CREATE IT, hence you are all ready to process further.
If you want to manage the role of the members you have added, you can customize as per your needs.
Another way to add member is by clicking on the icon at top right corner, there comes the two option:
- Import Member Bulk
- Export Member List
In this you can import an excel in which you can add the members in bulk in which there is a fixed criteria for excel.
In the same column there comes an option of Company code and Sub place. You can search of member by entering their phone number or email address for business sub place and manage company code.