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Table of Contents
Management User Guide: 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 user is configured with the appropriate access and permissions for their role.
2.1 Add New Sub-User
Go to Sub-Users > New Sub-User > Fill in details > Add
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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
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After this, management need to approve sub-user by going to Pending Approval page.
2.2 Suspend , Deactivate or Delete Sub-User
To suspend , deactivate or delete sub-user , Go to Approved page > Click on the triple bar of selected sub-user > Select either to Suspend , Deactivate or Delete Sub-User.
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To Unsuspend sub-user , Go to Suspended page > Click on the triple bar of selected sub-user > Select Unsuspend.
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