Rehla User ManualAdding an employee
Creating a new account for a team member
To grant someone access to the admin dashboard, you must create an employee account for them.
Step-by-step guide
Navigate to the Employees section and click the New employee button.
Enter personal details:
- Name: their full name (e.g., John Doe).
- Username: the name they will use to log in (e.g.,
jdoeorjohn.d). - Phone number (optional): A contact number for the employee.
Set security credentials:
- Password: create a strong password, this is the password they will use to log in.
Tip
Share this password securely with the employee. You can change it later if needed.
Assign a role:
- Select the appropriate Role from the dropdown (e.g., Sales Agent, Manager).
- This determines what sections of the dashboard they can access.
You need to create at least one role before you can add employees.
Status: ensure the Active toggle is enabled so they can log in immediately.
Click the Save employee button to finish setting up the account.