ORALZY
How-to

Add Staff karte waqt staff ka login kaise banaye?

Team → Members → Directory → Staff Directory → "Add Staff" → neeche "Create a login account for this staff member?" tick → "Username *", Role (Staff / Receptionist / Assistant / Doctor / Admin), "Password *" (8+ chars, upper+lower+number; "Auto-Generate" bhi hai) → "Add Staff + Create Login". Save ke baad "Staff Login Credentials" popup me username, password aur Action PIN ek hi baar dikhte hain.

Where in ORALZY: Team → Members → Directory → Staff Directory · Setup → Admin → Users & Policy → User Management

Ye option sirf naya staff banate waqt hai; purane staff ke Edit me sirf "already has an active login" note aata hai — unka login / password / PIN Setup → Admin → Users & Policy → User Management se hota hai. Username apne aap email ya naam se suggest hota hai. Owner role yahan se nahi ban sakta. Ye login poora ORALZY login (web + mobile) hai, Staff Login (clinic code + mobile) se alag. Agar clinic me pehle Action Guard set nahi tha to pehla login banate hi Action Guard PIN ke saath chalu ho jaata hai (patient edit/delete, bill cancel, payment delete/refund, role change par). Mobile form me "Create login account" ke Login Role sirf staff / doctor / admin.

Quick steps

  1. Team → Members → Directory → Staff Directory → "Add Staff"
  2. Staff details bharo
  3. "Create a login account for this staff member?" tick karo
  4. Username, Role aur Password daalo (ya "Auto-Generate")
  5. "Add Staff + Create Login" → popup se details copy karo

loginusernamepasswordaccountcredentialsidbananarole