Adding Site Registrar Details on a Mandate

Modified on Wed, 12 Jun at 12:57 PM

You will be able to add Site Registrar from here - Click to access

Navigate to:

Note: You will be able to get an option of adding a site registrar only while editing an existing mandate.

1. About Site Registrar

Once you add A Site registrar, he/she will be responsible to capture the details of a lead, whenever there is a site visit happens on a project site.

The user who'll be added as a site registrar will have access to the Site Digitalization(SD) product and can register/create a new lead with/without the contact number and create a new site visit, assign an agent, and mark the site visit done.

Note: Site Digitalization(SD) is used to capture the lead details, whenever a lead comes to the project site.

It can be accessed at the project site using a laptop or tablet screen.

2. How to add a Site Registrar?

Steps to add a user as a site registrar -

Search the name of a user
Select a project where the user will be added
Click on Add now

Note: You can add one or more site registrars to a project. A user can be added as a Site registrar in one or multiple Projects.

How to delete a Site registrar?

Once, the users are added as site registrars in a project, you'll see the details as shown below.

The site registrar can be deleted using the Delete button.

You can customise your Site Digitalization questions from the same mandate settings by clicking "Edit Lead Questions".

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