Differences

This shows you the differences between two versions of the page.

--- sub-user [2024/12/31 04:35] – If subuser yong
+++ sub-user [2025/01/14 02:44] (current) – yong
@@ Line 1: / Line 1: @@
-====== Management User Guide: Sub-Users ======
+====== Sub-Users ======
 ===== 1. Introduction =====
+This guide is crafted to simplify the process of managing sub-users. It provides step-by-step instructions for using the sub-user management system, enabling you to register family members, tenants, and employees seamlessly and efficiently.
 ===== 2. Sub-Users =====
+This section offers a comprehensive overview of the tools and features available for managing sub-users. It includes options for adding, editing, and removing sub-user accounts, ensuring that each sub-user is configured appropriately.
 ==== 2.1 Add New Sub-User ====
@@ Line 18: / Line 19: @@
   - Select whether to Email the primary contact as well for any notification generated for this sub-user
-If subuser account already exist , the following information are autofilled. Otherwise , manual fill in details are required.
+If sub-user account already exist , the following information are autofilled. Otherwise , manual fill in details are required.
   - Select Entity type
   - Sub-User Full legal name
@@ Line 38: / Line 39: @@
 |  {{:sub3.png?nolink|}}  |
 |  {{:sub4.png?nolink|}}  |
+After this, management need to approve sub-user by going to **Pending Approval** page and click **Approve** to approve sub-user.
+|  {{:sub7.png?nolink|}}  |
+==== 2.2 Edit, Suspend , Deactivate or Delete Sub-User ====
+To edit , suspend , deactivate or delete sub-user , Go to **Approved page > Click on the triple bar of selected sub-user > Select either to Edit , Suspend , Deactivate or Delete Sub-User.**
+|  {{:user5.png?nolink|}}  |
+After sub-user account information is edited . Go to **Changes Pending Approval** page and click **Approve** .
+|  {{:user7.png?nolink|}}  |
+==== 2.3 Unsuspend Sub-User ====
+To unsuspend sub-user , Go to **Suspended page > Click on the triple bar of selected sub-user > Select Unsuspend.**
+|  {{:user6.png?nolink|}}  |
+===== QnA =====
+**How to resend email if Sub-user email was not received by customer**
+Go to **Sub-User > Click on the sub-user account name > Choose options**
+|  {{:subqna2.png?nolink|}}  |
+|  {{:subqna1.png?nolink|}}  |
+Options include:
+  * Reset and Send Via Email
+  * Print App User Guide
+{{:sub_qna3.png?nolink|}}