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GulshanSync ERP

Team Members

Manage staff and team member accounts — create users, assign roles, and track performance.

Updated July 2026 GulshanSync Documentation Team

Opening Team Members

From the left sidebar, click Campaign › Team Members or navigate to /staffs.

Team Members page
Team Members page

Staff Fields

FieldDescription
NameFull name of the staff member
EmailLogin email — must be unique
PhoneMobile number (used for SureWin login)
Roleadmin / manager / user / volunteer
DepartmentFinance / Field / Media / IT / Other
PositionJob title
PhotoProfile picture
ActiveWhether this user can log in

Adding a New Staff Member

  1. Click + Add Team Member.
  2. Enter name, email, and phone number.
  3. Choose a role (admin, manager, user, or volunteer).
  4. Set a temporary password.
  5. Select department and position.
  6. Upload a profile photo (optional).
  7. Click Save.
  8. The new user will receive an email with login instructions.

Tracking Performance

The Team Members page shows each staff member's performance metrics — number of tasks completed, voters visited (for field staff), and projects managed. Use the Staff Performance Report for deeper analysis.