Staff List #

In this section, you can manage all team members, partners, and active or inactive employees. This page provides an overview of the internal system users’ details, roles, and statuses.

📋 Staff Table Information #

• Name – Full name and username
• Language (Lang) – Staff’s main language for system settings and files
• Partner – Partner status (✔ or ✘)
• Information – Email and phone number
• Status – Active or Inactive
• Join Date – Date the staff member joined the system
• Roles – Defined roles for each staff member (e.g., employee, sale, manager, field_operation, etc.)
• Actions – View details, edit information, deactivate account, log in as user (admin only)

🔍 Filters #

• All
• Partners only
• Active users only
• Inactive users only

➕ Add New Staff #

This form allows you to add a new staff member or partner to the system. It is designed to be both simple and complete, allowing you to easily enter all necessary and optional details.

📌 Basic Information #

• Username – Letters, numbers, and underscores only
• Password – Initial password for login
• First Name / Last Name – Person’s name and surname
• Email – Valid email for communication
• Mobile (Default) – Main contact number

⚙ Configuration Settings #

• Weight – User priority or importance in specific processes (e.g., lead distribution); higher numbers indicate higher importance or share
• Roles – User’s role(s) in the system, such as:

• employee (regular staff)

• sale (sales)

• field_operation (field operations)

• manager (manager)

• Is Partner – If enabled, the person is considered a business partner and will have specific partner-related capabilities

📌 Additional Information #

• Default Language – Default language for the system and files
• Country / Tel / Gender – Country, telephone, gender
• Social Media – Social media links or IDs
• Biography – Short introduction or description of the user
• Save – Save and create the new user
• Cancel – Cancel and return to staff list

💡 Practical Tips

• Use the “Log in as user” feature to check access permissions and troubleshoot user issues
• Multiple roles allow assigning more than one responsibility to a staff member (e.g., sales + field operations)
• Staff with the “Manager” role can also be assigned to specific geographic regions (e.g., FR Manager for France management)