User Management

Manage your users (Employees and clients) You can go to the User section in the sidebar.
You should see the page where you can manage your employees and clients.

about image

Adding an Employee

To add a new employee to the system:

Go to the Employee Management section.

Click on "ADD EMPLOYEE ".

Enter the employee's details (name, email, job title, etc.).

Click "SUBMIT" to add the employee. The employees will belisted in the employee roster

Adding a Client

To add a new client to the system :

Go to the Client Management section.

Click on "ADD CLIENT ".

Enter the client's details (account details, personal info, Bank details, etc.).

Click "SUBMIT" to add the client. The client will be listed in the client directory.

about image
about image

Viewing User Details

To view detailed information about an employee or client :

Navigate to the respective user list (Employee List or Client List).

Find the user you want to view.

Click on the Actions.

Select "View" from the dropdown menu.

You can now see comprehensive details about the selected user, including their contact information, and other relevant data.

Editing User Information

If you need to update employee or client information :

Select "EDIT" from the actions menu or when you view user details.

Click "SUBMIT" to update the user's details.

about image

Enough talk, let's innovate with Smartovate