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Ledsak Documentation
Ledsak Documentation
  • Introduction to LEDSAK
  • Getting Started
    • Creating Account
    • Integrations
    • Roles and Permission
    • Staff
    • Automation
    • Lead Distribution
  • Lead Management
    • 🟦All Lead
      • Send To Meta
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    • 🟩Lead Setup
    • 🟥Lead Distribution
    • ⬜Export History
  • Deal Management
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  • Actions
  • Automation
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  • Staff Management
    • Staff
    • Attendance
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  • Settings
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  1. Staff Management

Staff

Managing Staff Information: A Comprehensive Guide

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Last updated 5 months ago

Key Fields for Staff Management

  1. Name: Capturing the full name of the staff member is essential for identification and communication purposes. Ensure that this field supports proper formatting for first, middle, and last names.

  2. Email: The email address serves as the primary mode of communication and login credential for various systems. It must be unique, verified, and regularly updated to maintain smooth operations.

  3. Phone: A valid phone number is critical for urgent communications, especially for notifications or in emergency scenarios. Ensure the format adheres to international standards if applicable.

  4. Role: Clearly define the role of the staff member within the organization. This helps establish responsibilities and access permissions within organizational systems.

  5. Assigned Branches: For organizations with multiple locations, specifying the branches assigned to each staff member is necessary for task allocation and operational oversight.

Note: Staff creation based on the Role.

For More Info: Click Below

Staff