Team Workspace: Managing Employee Referral Leads & Digital Attendance

Scale Your Team Safely: Onboarding Employees with Strict Role-Based Isolation

As your solar EPC business grows, you will onboard sales agents, site engineers, and administrative managers. Giving everyone full database access is a security risk. Our **Team Workspace** gives you complete control with strict role-based access control (RBAC).

Vibrant Features of the Team Workspace:

• Employee Referrals: Sales agents can register their own leads. Strict isolation rules ensure they only see the leads they referred, maximizing data privacy.
• Digital Attendance: Track daily team presence (Present, Absent, Leave) with detailed analytical reports.
• Onboarding Kit: Auto-generate professional Employee ID Cards and Offer Letter PDFs inside their dashboard.

How to Onboard Staff:

1. Go to Workspace ? Team Management.
2. Click onboard staff, enter their profiles, and assign permissions.
3. The employee receives their credentials to log in to their separate workspace.