Role of Admin

 

The Admin plays a central role in managing all operations within Insight CRM. Through an intuitive dashboard, the admin can control users, monitor business activities, manage clients, track performance, and organize workflows efficiently. The system works by providing real-time access to data and management tools in one place. This enables faster decision-making, improved team coordination, and better customer relationship management, helping businesses operate smoothly and grow with confidence.

 

Note: With the HR Addon, Admin, Client, and Staff all enjoy the same powerful features. However, the Admin controls role permissions, ensuring secure access and smooth operations. Clients and Staff simply follow the set permissions, making workforce management effortless and well-organized.

 

With Insight CRM HR Addon’s Settings Management, you can easily set up departments, branches, shifts, teams, custom fields, payroll, attendance, and role permissions. This flexibility helps you reduce errors, save time, and manage employees more efficiently, leading to better business growth.

 

How to Manage a Department

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Settings from the left menu.

• Finally, click the Department from the left menu, and a new window will appear.

• Click the Search option, then type the desired department name to view it.

• Click the Export button. A new window will pop up with options for PDF, CSV, and Print.

• If you click the PDF button, the selected document will be automatically downloaded.

• If you click the CSV button, the selected document will be automatically downloaded.

• If you click the Print button, the selected document is automatically printed.

 

Note: The Same procedure will be applicable for Department, Branch, Shift, and Team.

 

 

How to Add a Department

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Settings from the left menu.

• Finally, click the Department from the left menu, and a new window will appear.

• Click the Add Now button, and an entry form will appear.

• Fill in the following details:

•  Title: Enter the desired name in the title field.

• Description: Type the description as you desire in the respective field.

• Once all the fields are completed, click the Add Department button to save the information.

 

Note: Department, Branch, Shift, and Team add format the same in the HR Addon. Therefore, the Same procedure will be applicable for Department, Branch, Shift, and Team.

 

 

 

 

How to Edit a Department

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Settings from the left menu.

• Finally, click the Department from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Edit and Delete.

• Click the Edit button, and a new entry form will appear.

• Fill in the following details:

• Title: Enter the desired name in the title field.

• Description: Type the description as you desire in the respective field.

• Once all the fields are completed, click the Edit Department button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• If you click the Confirm button, the department will be deleted automatically; otherwise, click Cancel.

 

Note: Department, Branch, Shift, and Team edit format the same in the HR Addon. Therefore, the Same procedure will be applicable for Department, Branch, Shift, and Team.

 

 

 

 

 

How to Manage Custom Field

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Settings from the left menu.

• Finally, click the Custom Field from the left menu, and a new window will appear.

• Click the Search option, and type the desired department name to view.

• Click the Export button. A new window will pop up with options for PDF, CSV, and Print.

• If you click the PDF button, the selected document will be automatically downloaded.

• If you click the CSV button, the selected document will be automatically downloaded.

• If you click the Print button, the selected document is automatically printed.

• Click the Filter button, and an entry form will appear.

• Fill in the following details:

• Type: Select the type from the drop-down menu.

• Status: Select the status from the drop-down menu.

• Once all the fields are completed, click the Apply button to show the information.

 

 

 

How to Add a Custom Field

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Settings from the left menu.

• Finally, click the Custom Field from the left menu, and a new window will appear.

• Click the Add Field button, and a new window will appear.

• Select any Field type by clicking, and an entry form will appear.

• Fill in the following details:

• Display Name: Type the desired name in the display name field.

• Description: Enter description as you desire in the description field.

• Once all the fields are completed, click the Save button to save the information.

 

 

 

 

How to Edit a Custom Field

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Settings from the left menu.

• Finally, click the Custom Field from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Active, Edit, and Delete.

• Click the Edit button a new entry form will appear.

• Fill in the following details:

• Display Name: Type the desired name in the display name field.

• Description: Enter description as you desire in the description field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Active button, a confirmation menu will pop up.

• If you click the Confirm button, the field will be automatically deactivated; otherwise, the Cancel button.

• If you click the Delete button, a confirmation window will pop up.

• f you click the Confirm button, the field will be automatically deleted; otherwise, click Cancel.