Staff Management

The Staff Management module in SolarCRM allows administrators to manage system users, their roles, and access levels.

Navigation Path

Dashboard → Staff Management

Staff Management Overview

The Staff Management page displays a list of all staff users in the system, along with details such as:

• Name – The full name of the staff member.
• Email – The registered email (used for login).
• User Role – Role assigned (e.g., Auditor, Superadmin).
• Status – Indicates whether the staff account is Active/Inactive.
• Action – Options to Edit or Delete staff records.

You can also Add New Staff via the + Add Staff button.

Add Staff

To create a new staff account:

• Click + Add Staff.
• Fill in the required details:
  • Name – Enter the staff member’s name.
  • Email – Enter the login email (credentials will be sent here).
  • User Role – Select from available roles (e.g., Auditor, Superadmin).
  • Upload Picture – Optionally upload a staff profile picture.
    
• Click Save to create the staff account.
  

Edit Staff

To update staff details:

• From the Action menu beside the staff entry, click Edit.
• Modify the required details (Name, Email, Role, or Picture).
• Click Update/Save to apply the changes.
  

Delete Staff

To remove a staff member:

• From the Action menu, click Delete.
• Confirm the action.
• The staff member will be removed from the system.

Use caution – deleting staff removes their system access.

With this module, admins can easily onboard, manage, and control access rights of team members across SolarCRM.