Adding Site Registrar Details on a Mandate

Modified on Thu, 10 Aug 2023 at 01:12 PM

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




Navigate to:

1. About Site Registrar

2. How to add a Site Registrar?

3. How to delete a Site Registrar?



NoteYou 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

NoteYou 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.


 

For any support on our products, please reach out to support@anarock.com


For any feedback, please reach out to tech-feedback@anarock.com



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