Staff Members #

In the Staff Members section, the admin can view, create, edit, and manage the complete list of users including employees, managers, partners, and more.

📌 Key Information Displayed #

• Full Name & Role: Shows the full name, username, and assigned roles of each user

• Language & Country: Displays the selected language and the country/region assigned (e.g., for assigning tasks based on patient language or nationality)

• Partner Status: Indicates whether the user is registered as a partner or an internal employee

• Contact Info: Email, mobile number, and other essential user details

• Join Date: The date the user was added to the system

• Status (Active / Inactive): Displays the current status of the user

• Roles: List of all permissions and roles assigned to the user

⚙️ Management Features #

• Search & Filter: Advanced filtering by Partner / Active / Inactive

• Activate / Deactivate User: Change user status by clicking “Active” or “Inactive”

• Edit: Modify user details and assigned roles

• View: View complete user information

• Log in as User: Simulate the user session for testing or reviewing their experience

🎯 Use Cases #

• Managing sales, support, and coordination teams

• Assigning precise access rights based on roles

• Monitoring user activity and analyzing team performance

➕ New Staff #

On this page, the system admin can add a new user as a staff member, manager, or in any other role, and define their access and permissions.

📝 Required Fields #

• Username: Login ID (only letters and numbers)

• Password: Initial login password

• Email: User’s email for contact and recovery

• Mobile (Default): Primary mobile number (for calls or WhatsApp contact)

• First Name / Last Name: User’s full name

• Weight: Used for task/lead assignment prioritization

⚙️ Configure Staff #

• Roles: Assign roles like Sales, Manager, Support, etc.

• Is Partner: If checked, the user is defined as an external partner with separate access permissions

📎 Additional Data #

• Default Language: Preferred language in the system

• Tel: Secondary contact number

• Gender: Male / Female / Other

• Social Media Links: User’s IDs or links for platforms

• Biography: A short bio, such as experience, expertise, or languages spoken

✅ Final Actions #

• Save: Save the information and create the new user

• Cancel: Cancel the process and return to the staff list

✏️ Edit Staff #

In this page, the admin can view and update the information of an existing staff member. This is useful for managing team structure, role assignments, contact updates, or commissions.

🧾 Editable Information #

• Username: Visible but typically not editable

• First Name / Last Name: Update personal information

• Email: Edit the user’s email address

• Mobile (Default): Update primary contact number

• Weight: Adjust task priority for this user

⚙️ Roles & Commissions #

• Roles: Edit assigned roles; add/remove roles like Sales, EN_Manager, Support, etc.

• Sales Commission: Set a sales commission percentage (if role includes Sales)

• Manager Commission: Set a managerial commission (if role includes Manager)

• Is Partner: Enable this to define the user as a business partner

📋 Additional Info #

• Default Language: Preferred language for the user interface

• Additional Languages: Other languages the user speaks

• Tel / Gender: Secondary phone number and gender

• Social Media Links: Update social media links or IDs

• Biography: Add or edit the user’s resume or skill summary

✅ Final Actions #

• Save: Save all changes and update user info

• Cancel: Discard changes and return to staff list