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Staff Screen

Staff List

Each item represents a staff member.

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The Staff Screen allows users to view and manage all staff members in the system. It provides a searchable list of staff and an option to add new users.


Header Section

Page Title

Staff


Description

View Your Staff List


Search Function

Search by phone or name

Allows users to search staff by:

  • Name

  • Phone number

Filter Options

Users can filter customers by status:

In the filter options, there are two main sections.

  • Sales Team
  • Collection Team

When the filter is Sales Team below filters can apply,

  • G department
  • Department
  • Branch
  • Unit
  • Mini Unit

When the filter is Collection Team below filters can apply,

  • G department
  • Department
  • Collection Unit
  • collection tl
  • collection

The above filters will display like this. 

When the user role is admin 

  • The admin has both sales and collections and can apply all the filters mentioned above.

When the user role is gdept

  • The gdept has both sales and collections and can apply all the filters mentioned above except G department.

When the user role is dept

  • The dept has both sales and collections and can apply all the filters mentioned above except G department and department

When the user role is branch.

  • Display only the sales team.
  • Display the unit and Munit filters

When the user role is unit.

  • Display only the sales team.
  • Display the Munit.

When the user role is MUnit.

  • Only the search bar filter can be applied.

When the user role is collection unit.

  • Display only the collection team.
  • Display the collection tl and collection filters

When the user role is Collection tl.

  • Display only the collection team.
  • Display the collection.

When the user role is Collection.

  • Only the search bar filter can be applied.



Add Staff

Add Staff Button

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Allows users to create a new staff account. That account will reflectbe reflected in LMS


Example:

Harshana Eranda
0771234567


Information Displayed

Each record shows:

  • Staff Name

  • Phone Number


How to Use

View Staff

  1. Open the Staff section

  2. Browse or search staff members


Add New Staff

  1. Tap Add Staff

  2. Fill in required details

  3. Tap Save User



Add New User Screen

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The Add New User Screen allows administrators to create new staff accounts by entering personal, role, and address details.


Personal Information

  • Name → Full name of staff

  • Phone → Contact number - mobile number need to start with 020XXXXXXXX

  • Email → Optional email address

  • Family Book → Additional identification

  • Birth Date → Date of birth


Role & Department

  • Role → Select user role

  • Department → Select department


Address

  • Address Unit → Street or unit

  • Province → Select province

  • City → Select city

  • Village → Select village


Security

  • Password → Minimum 8 characters (with uppercase & number)

  • Confirm Password → Re-enter password


Actions

Save User

Creates the new staff account after validation.


Navigation

Menu → Staff → Add Staff → Save User

Staff Details Screen

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Header Section

Page Title

Staff


Description

View Staff Details


Basic Information

Displays personal details of the staff member:

  • Name → Full name of the staff member

  • Gender → Male or Female

  • Date of Birth → Staff member’s birth date

  • Family Book → Official identification/reference number


Contact Information

  • Phone → Contact number

  • Email → Email address


Roles

Shows the role assigned to the staff member.

Admin,gdept ,dept,


Departments

Displays the department the staff belongs to.

Example:


Address

  • Village → Village name

  • City → City name

  • Province → Province


Actions

Edit Staff

Allows users to update or modify staff information.


How to Use

View Staff Details

  1. Open the Staff section

  2. Select a staff member

  3. View all details


Edit Staff

  1. Tap Edit Staff

  2. Update required fields

  3. Save changes



Edit User Screen

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The Edit New User Screen allows administrators to create a new staff account by entering personal, role, and address details.


Personal Information

  • Name → Staff full name

  • Phone → Contact number

  • Email → Email address

  • Family Book → Identification number

  • Birth Date → Date of birth


Role & Department

  • Role → Select staff role (e.g., Manager)

  • Department → Select department (e.g., Legal)


Address

  • Address Unit → House or unit number

  • Province → Select province

  • City → Select city

  • Village → Select village


Actions

Save User

Creates the new staff account after entering all required details.


Security

Reset Password

Option to reset or assign a password for the user.