Application Settings

Adding an Admin

To add an admin, follow these steps:

1. Navigate to Admin Settings:

   • Go to Settings -> All Admins.

2. Add a New Admin:

   • Click the Add a New Admin button.
   • A popup will appear. Fill in the following details:
     • First Name
     • Last Name
     • Role: Choose one of the three available roles:
       • Organization Admin
       • Trainings Manager
       • Campaigns Manager
   • Select the appropriate role based on your needs.
   • Click Save. The admin will receive an invitation email.

3. View and Manage Admins:

   • A list of existing admins is displayed below the form.
   • To edit an admin, click the Edit button:
     • A popup will appear with the admin's information.
     • Update the details (note: you cannot change the email address).
     • Click Update to save the changes.
   • To delete an admin, click the Delete button.

Adding Employees

To add employees, follow these steps:

1. Navigate to Employee Settings:

   • Go to Settings -> All Employees.

2. Add Employees:

   • Click the Import Employees button.
   • You can add employees in two ways:
     • Fill the Form:
       • Provide the following information:
         • First Name
         • Last Name
         • Email
         • Team Name
       • After entering all the details, click Add User.
     • Upload a CSV File:
       • Click Upload CSV to upload a file containing employee details.
       • Once uploaded, click Save to add employees.

3. View and Manage Employees:

   • A list of employees is displayed below the form.
   • To edit an employee, click the Edit button:
     • A popup will appear with the employee's information.
     • Update the details (note: you cannot change the email address).
     • Click Update to save the changes.
   • To delete an employee, click the Delete button.

Additional Notes:

• Ensure that all required fields are completed accurately when adding or editing admins and employees.
• For any issues or additional support, contact your system administrator.