Connect App Documentation

Get Started

The above screen is our Dashboard Screen. Where con can see the details of an organization.

Login:

Enter your email and password for login if you already registered on this app. if you don’t have an account then click on not registered yet and create an account. if you forgot your password then click on forgot password to recover your password.

Registration Screen:

Click on not registered yet and register yourself as a staff or organization.

Organization Registration Screen:

When you click on the register as an organization then you see the above screen, complete the above text field and click on the Register button to create the organization.

Owner Registration Screen:

When you register the organization then create the superuser of the organization. complete the above text field and click on the Register button to create the superuser.

Organization Settings Screen:

When you create the superuser of the organization then log in with your registered account and complete the above steps of organization settings.

  • Step 1: Upload the logo of your organization.
  • Step 2: Set the roles and permission of the user. By default, the superuser has all the permission. you can also see Admin and Manager roles and permission which is already defined when you create the organization. You can create new roles and permission or edit these according to your needs. You can also create these roles and permissions later under the user’s module.
  • Step 3: Create the departments and assign the user roles. By default one department is already created when you register the organization, you can create the new Departments according to your need.
  • Step 4: Set the roles for new signup users and new users departments. if you set the new user status pending then the user cannot log in until the Superuser or Admin approve the user request. if you set the new user status Active then Superuser or Admin does not need to approve the user requests but has to assign them roles so new users cannot access your organization modules as a security measure. and also you set a phone number, email for support.

When you complete the above steps then you need to register your company on stripe.

Home Screen

The above screen is our Home Screen, you can use modules provided by Connect based on your subscriptions and according to your permissions, which are allowed by Super User or Admin*

* (This may vary for each organization as role names are defined by organizations).