Ajeero software comprises 3 portals, Agency, Staff, and Client.
The client portal allows clients to overview events and the staff assigned to those events. They can view and approve timesheets, and manage sites.
The first contact person is added by the admin/agency. After that, the contact person having the portal access can add new people to the site, but only the admin can grant access to the portal.
Sites Page
Click on Sites from the main menu.
The site page allows clients to view, create, and manage sites. The clients can add contact persons, documents, and financial contacts to the site profiles.
Clients can also export or import Site data. To do that, click Excel Operations.
To add a new Site, click Create New Site.
To delete or edit an existing site, click the Actions button.
Site Profile Page
Open the Site Profile by clicking on the site name. Scroll down and click Contacts from the sidebar.
Here you can see the list of the contact persons. Click on the Actions button to Edit or Delete the existing contacts.
To add new contacts, click on Add New Contact.
Add Title, Name, Job Title, Email and Phone.