Hospitality workspacesSupport response windowsAI spendingActivity & targetsMy accountCompany equipmentMonthly attendancePeople & policiesAccountsLeads & plansStock & samplesProfile correctionsDistribution

ORGANIZATION ADMINISTRATION

People, customers & access.

Create accounts, set reporting lines and manage access.

Create a team account

Use at least 12 characters. Share credentials through your approved channel; this preview does not send invitations.

People & access

Find a person by name, username or reporting manager. Deactivation revokes existing sessions immediately.

Customers & assignments

Import a reviewed customer list

Assigned employees can record visits and follow-ups for these customers.

Add or edit a customer
Assign employees

Customer directory

Request policies

Enter company-approved information. This configures visible policy text and available leave types, not automatic balances, eligibility or TA/DA calculations.

Expense payment records

Reset account password

All existing sessions for this person will be revoked. Share access details through your approved company process; this action sends no message.

Change reporting manager

Team visibility and approval routing follow the new manager immediately. Customer assignments remain with the employee. The employee must sign in again.

Review staff role

This workflow supports Employee, Manager, HR and Stock manager. Other roles need their own access and ownership handover.

Previous role changes