Staff Management

Access Staff Management

From the DriveEZ main dashboard, click on the “Staff Management” option to view all staff members and access management tools.

View Listing Screen
On the screen it displays a list of all Staff Members. 

• This interface allows administrators to view, manage, and take actions on all the staff members of the Driveez. Each row represents a staff and displays its associated details such as First name, last name, display name, role, branch name, phone number, permissions, and Status, It also provides quick access to edit and view profile options per staff. 
• First Name / Last Name / Display Name – Basic identity details of each staff member. 
• Role – Shows the assigned role (e.g., Admin, Instructoradmin, staff). 
• Branch Name – Indicates the branch to which the staff belongs. 
• Phone Number – Contact information of the staff member  
• Permissions – Actions that can be performed by/for the staff (e.g., View, Edit & Delete). 
• Status – Shows current status (e.g. Active/Inactive). 
• Action – Icons to edit or view details of the staff member.

View Staff Profile
Upon selecting the View Profile icon from the listing screen, it will redirect admin to view the staff profile.  

Notes
Displays a table with columns: Category, Sent At, Note By, Note To, Note, and Action. 

Add Note
It is designed for creating and submitting notes.

• Write Note: Admin can enter the note content in the provided text box.
• Post Note: Clicking this will likely save the note to the system and make it visible in the Notes section of the dashboard   

Documents
Lists files with columns: Name, Uploaded By, Date, and Action. 

Upload Document
It is designed for Uploading documents. 

• Type: Users need to specify the type of the document 
• Document Name: A text field to name the document    

View Account Info

 On the Account Info section, which provides an overview of the account details including following  

• Display Name  

• First Name  

• Last Name  

• Permissions  

• Email  

• Branch  

• Language 

1.2.1.1.5 View Activity  

On the Activity section, you will be able to view the activity of the staff.  

1.2.2 Export Options  

Excel and CSV buttons allow exporting the branch data for offline use or reporting. 

1.2.3 Filter and Search 

It is being used for filtering and searching staff records based on specific criteria.  

• Search by Name, Email or Phone Number: A text box where users can type part or full details of a staff member’s name, email, or phone number to search. 

• Branch: A dropdown field that lets the user filter staff based on the office or branch location. 

• Status: Another dropdown to filter based on the employment or account status of staff members. 

• Role: A dropdown to filter staff based on their role in the organization (e.g., Admin, Manager, Employee, etc.). 

1.2.4 Add New Staff 

Locate and select the “Add Staff” button which is situated on the top right corner. You will be able to view the Form for new staff details. 

• Upon clicking the Add Staff button, users will be presented with a form containing the following fields and corresponding details: 

• First Name: Text field to enter the staff member’s first name. 

• Last Name: Text field to enter the staff member’s last name. 

• Display Name: Enter a preferred name for internal displays. 

• Email Address: Email input field. This will be used for login and communication. 

• Initial Password: Set a temporary password for first-time login. 

• Phone Number and Address: Contact details for the staff member.  

• Role Assignment: Choose between “Administrator” or “Staff” roles.  

• Permissions: Select the appropriate level of access: “Read, Write, Delete”, “Read and Write”, or “Read Only”. 

• Profile Picture Upload: Drag-and-drop or click-to-upload interface for staff profile image. 

• Emergency Contact Name: Person to contact in case of emergencies. 

• Emergency Contact Phone: Phone number of the emergency contact person. 

Save: After ensuring all information is correct and complete, click “Save” to add the new staff member to the system. An email with login credentials will be automatically sent to the new staff member. 

Video Tutorial