Agency/Admin
Articles related to the Admin Protal
146 articles
First Steps: Getting Started Quickly
Step 1: Setup Company Profile
Step 3: Adding new Client
How do you upload the company logo?
I Forgot my password – How can I log in?
How to change my password as supervisor or admin?
How to add more admin users?
How to change your profile picture as supervisor/admin?
How to edit your profile as an admin?
Step 2: Adding Staff and Subcontractor
How to upload the application logo?
Why can’t I log in as supervisor or admin?
Admin Portal Overview
Structure of Ajeero Platform
Importing data into Ajeero
Exporting data from Ajeero
How to use the filter bar?
What is the difference between Empty, Open, and Assigned Shift?
Smart schedule overview
Shift Actions – Delete, Assign multiple shifts.
Multi shift creation
Assigning Shifts
Publishing and sending shifts
Delete and Unassigned Shifts
Inviting available people to apply
Shift statuses and colours
Shift Confirmation — how does it work?
Shifts List — delete shifts, accept applications, unassign shifts
Shift Cancellation Reasons
Absence listing page
Absence Requests
Absences calendar view
Adding absence to people
Adding absence types
Adding shifts
General Availability Overview
How to edit and delete absences
How to edit shift?
How to set up absences
Marking people as unavailable
Organizing the work process
Publishing your finished schedule and sending rotas
Tips to improve scheduling efficiency
How to delete multiple shifts in one go?
How to create a pattern?
Edit a pattern
How to end a pattern?
How to extend a pattern?
Shift Tags
Two-factor authentication (2FA) for administrators
How do departments work
Understanding User Roles
Using certification in Ajeero
How to activate users?
Resend and Update people's login details
How to add an SIA Badge to an employee?
Assign multiple roles to a user
How to prompt people to log in for the first time?
Adding People into the System
Giving access to the Staff Portal
How to send an activation email to staff?
Adding certifications to staff
Adding certifications to the System Settings
Adding certification to the Sites
Adding new users to the system
Assign custom permissions to a user
How to send login details to users
Send users an activation email
Staff profile status overview
Work Time Rules
Staff Account Status Overview
Staff Health Condition and Appearance
People Management – Staff Listing Page
How to unlock staff profile
How to reinstate a Previous Employee?
How to end the contract for staff
How to edit role permissions
How to create a new department
How to Change Profile Status
How to Add Work Time Rules
How to add languages
How to add contract types to the system
How to add a user role
How Events Work in Ajeero
Event Calendar Page
Editing main/basic profile information
Edit event details
Document Management in Ajeero
Deleting staff from the system
Change Staff Password
Assets Overview
Adding Visa Types to the System
Adding Reminder to the System
Adding Regions to the System
Adding Positions to the System
Adding positions, departments, and regions to the staff
Adding notes to the staff
Adding Health and Appearance to the System
Adding Contract Types to Work Time Rules
Adding Background Information to Staff Profile
Adding assets to the system
Adding assets to employees
Adding a profile picture to the Staff Profile
Adding a contract to the system
Adding a contract to the staff
Add documents to staff
Editing basic client information
Adding sites/locations to clients
Add people to the site's supervisor, preferred or banned list
Client Page Overview
Site profile/detail page overview
Sites listing page overview
Site documents
Adding notes to sites
Adding Rate Cards to the Site
Adding a department to a site
Viewing and adding contact persons to the location
Editing basic site information
How to adjust the site pin's location?
Client portal overview
Adding Clients
Viewing and adding contact persons to clients
Giving portal access to a client contact person
Adding and editing locations for clients
Adding notes to the client
Client documents
Adding Rate Cards to the Clients
Adding Financial Contacts to Client
System Application and Priority Level for Rates