Access Control List (ACL)

Access Control List (ACL) ACL in Tookan helps you define roles with permissions as per your requirement. For a manager’s role, these permissions can be related to tasks, agents, customers, teams, and settings. So one can give permissions to his manager to add or delete a task/agent/customer/team depending on his […]

Merchant

Merchant Merchant is the seller or service provider on Tookan extensions. This add-on helps you onboard and manage merchants from the admin account. Once onboard, merchants can log in to their own dashboard from where they can manage their agents, tasks and other functionalities. The admin has full access to […]

Import/Export Agent

IMPORT AGENT To Import Agents manually you can do so by clicking add agent or by importing CSV file in which you can add their details under the given templates. Sample file download is also available from where you can download the CSV file and edit it. Steps to Import […]

Edit/Block/Delete Agent

Edit/Block/Delete Agent Edit Agent Steps to Edit an Agent  Click on the three dots icon in the Action column and click on edit.  Click on ‘Update’ to save the changes. BLOCK AN AGENT Steps to Block an Agent  Click on the three dots icon in the Action column and click […]

Add A Freelancer

Add A Freelancer Freelancers module enables you to hire and monitor freelancers on Tookan. You can share all your day’s job with the freelancers in a single click. These freelancers would be able to see the unassigned tasks on the agent app and they can accept them if they want. […]

Add An Agent

Add An Agent Expand your workforce, by adding more drivers and delivery men to your fleet, and assign them to the desired teams. Steps to Add an Agent  Click on top left menu icon on the Dashboard and click on Agent. Click on ‘Add Agent’.  Fill in all details and […]

Delete A Team

Delete A Team Delete any of the existing teams in simple steps.  Click on top left menu icon on Dashboard and click on Settings.  Select Teams on the left menu bar.  Click on Delete button on the team that you want to delete.  Click on Submit to complete the action.

Edit Team/Member

Edit Team/Member Edit the details of existing teams in simple steps. Steps to Edit Team Member Details  Click on top left menu icon on the Dashboard and click on Settings.  Select Teams on the left menu bar.  Click on Edit button on the team that you want to edit.  Change […]

Edit Or Delete A Manager

Edit Or Delete A Manager Click on three bar menu option on top left corner of Tookan dashboard. Select Settings from the expanded menu bar on the left. Click on Manager in the left menu bar. EDIT MANAGER Steps to Edit a Manager  Click on three dots icon under Actions column and […]

Add A Manager

Add A Manager Click on three bar menu option on the top left corner of Tookan dashboard. Select Settings from the expanded menu bar on the left. Steps to Add a Manager  Click on Manager in the left menu bar. Click on Add Manager.  Add all the details and click on Create to complete the […]