OneSolar CRM

Academy

Staff Management

Staff Management Overview

displays a list of all staff users in the system, along with details such as:

  • Name – The full name of the staff member.
  • Email – The registered email (used for login).
  • User Role – Role assigned (e.g., Auditor, Superadmin).
  • Status – Indicates whether the staff account is Active/Inactive.
  • Action – Options to Edit or Delete staff records.

Add Staff

  • Click + Add Staff.
  • Fill in the required details: Name – Enter the staff member’s name.
  • Email – Enter the login email (credentials will be sent here).
  • User Role – Select from available roles (e.g., Auditor, Superadmin).
  • Upload Picture – Optionally upload a staff profile picture.
  • Click Save to create the staff account.

Edit Staff

  • From the Action menu beside the staff entry, click Edit.
  • Modify the required details (Name, Email, Role, or Picture).
  • Click Update/Save to apply the changes.

Delete Staff

  • From the Action menu, click Delete.
  • Confirm the action.
  • The staff member will be removed from the system.

Use caution – deleting staff removes their system access.

With this module, admins can easily onboard, manage, and control access rights of team members across OneSolar CRM.

See it with your own projects

Book a demo and we will walk through your workflow.

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