You will be able to add Site Registrar from here - Click to access
Access roles: super, assignment_owner, and assignment_runner will be able to add Site registrar (front desk executive) and make changes.
Note: You will be able to get an option of adding only this while editing an existing mandate.
This article covers -
- About Site Registrar,
- How to add a Site Registrar,
- How to delete a Site Registrar.
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) product is used to capture the lead details, whenever a lead comes to the project site. The product can be accessed at the project site using a laptop or tablet screen.
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 a site registrar in a project, you'll see the details as shown below.
Site registrar can be deleted using the Delete button.
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