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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

Go to Sub-Users > New Sub-User > Fill in details > Add

Details include:

  1. Select Customer account
  2. Sub-User Type
  3. Relationship to
  4. Select Sub-user account
  5. 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.

  1. Select Entity type
  2. Sub-User Full legal name
  3. Sub-User National Identification Number (eg. MyKad/NRIC No.)
  4. Sub-User Passport No.
  5. Sub-User Country of Nationality
  6. Sub-User Mobile Phone No.
  7. Sub-User Alternative Contact No.
  8. Sub-User WhatsApp No.
  9. Sub-User Primary Email Address
  10. Sub-User Alternative Email Address
  11. Sub-User Date of Birth
  12. Sub-User Gender
  13. Insert Sub-User Profile Picture
  14. Insert Sub-User NRIC Picture (Front & Back)
  15. Insert Sub-User Passport Picture
  16. Insert Sub-User Visa Picture

After this, management need to approve sub-user by going to Pending Approval page and click Approve to approve sub-user.

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.

After sub-user account information is edited . Go to Changes Pending Approval page and click Approve .

2.3 Unsuspend Sub-User

To unsuspend sub-user , Go to Suspended page > Click on the triple bar of selected sub-user > Select Unsuspend.

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

Options include:

  • Reset and Send Via Email
  • Print App User Guide

sub-users.txt · Last modified: by jimmy