====== 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 ==== Go to **Sub-Users > New Sub-User > Fill in details > Add ** | {{:sub1.png?nolink|}} | Details include: - Select Customer account - Sub-User Type - Relationship to - Select Sub-user account - Select whether to Email the primary contact as well for any notification generated for this sub-user 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 - Sub-User National Identification Number (eg. MyKad/NRIC No.) - Sub-User Passport No. - Sub-User Country of Nationality - Sub-User Mobile Phone No. - Sub-User Alternative Contact No. - Sub-User WhatsApp No. - Sub-User Primary Email Address - Sub-User Alternative Email Address - Sub-User Date of Birth - Sub-User Gender - Insert Sub-User Profile Picture - Insert Sub-User NRIC Picture (Front & Back) - Insert Sub-User Passport Picture - Insert Sub-User Visa Picture | {{: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|}}