To update, search, or modify existing employee records:
- Locate the Employee:
- Go to the Manage employee (PC123) tab.
- Use the filters provided (Master Agent, Distributor, Retailer, or Employee Status) to narrow your list.
- Enter a name or Login ID in the "Search by either Employee name OR login id" field and click Search.
- Go to the Manage employee (PC123) tab.
- Perform Actions: In the Option column (at the far right of the table), you will see several icons for management:
- Edit (Pencil Icon): Update the retailer's details.
- View (Eye Icon): View the full details of the retailer account.
- Lock/Unlock Status: Click the "Locked/Unlocked" button to toggle the account access status.
- Reset Password: Utilize the round arrow icon to reset the password.
- Deactivation or Deletion:
- If an employee leaves, you can deactivate them to block system access while keeping their records intact for reporting.
- You can also delete an employee account; however, ensure all open tasks, orders, or assigned responsibilities are reassigned to another user first to prevent operational gaps.
Please note that in the Telgoo5 hierarchy, you must have an existing Retailer account available to assign an employee to, as the hierarchy flows from Master Agent → Distributor → Retailer → Employee.