Try for free
Umai CRM › Knowledge Base › Employees › How to activate an employee's persona...
Categories
Categories
All articles 106 Modules 4 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 6 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 15 Finance 5 Analytics and Reports 19 Integrations 2 Settings 13 Mailings 5 Notifications 2

How to activate an employee's personal account

Employees 🕒1 min read
#Access #Permissions #Employee

After receiving an invitation, the employee needs to activate their personal account and install the application corresponding to their role.

Activating the personal account

  1. Open the email from UMAI CRM.
  2. Follow the link in the email.
  3. Set a password for sign-in.
  4. Sign in to the personal account using your email and the password you created.
  5. Download the application corresponding to your role.

Application for Teachers

iOS: Download on the App Store

Android: Download on Google Play

Application for Directors and Managers

iOS: Download on the App Store

Android: Download on Google Play

Important to note:

  • Teachers must use the application for Teachers. Directors and managers should use the administrator application.

  • If an employee is assigned both roles, they can use both applications with the same email and password.

You may also find this useful

UMAI CRM
How to grant personal access to an employee
🕒1 min Employees
How to grant personal access to an employee
For an employee to sign in to the system, you must first provide their email and send an invitation.
#Access #Permissions #Employee
Read more →
UMAI CRM
How to send a student an invitation in Umai CRM
🕒2 min Students
How to send a student an invitation in Umai CRM
An invitation allows a student to register in the mobile app and get access to their personal account. Before sending, check that the student’s phone number or email in the card is correct.
#Access #Permissions #Student
Read more →
UMAI CRM
Company settings
🕒6 min Settings
Company settings
The section includes the main parameters for the center's operation.
#Access #Status #Employee
Read more →

Stop losing money to forgotten payments and missed classes

Umai automatically tracks debts, attendance and membership expiry dates. Try it for 7 days — and find out how much has been slipping through your fingers all along.

Or sign up right away — create an account