How to add files for back office users on the Back Office Dashboard?

The GuardsPro makes it convenient to store back office users files directly on the dashboard under their profile. This ensures that important data is always accessible whenever needed, helping back office users keep records organized and easy to manage.

By uploading files to a team member’s profile, you can streamline communication, maintain accountability, and ensure that all relevant documents are stored securely in one place.

✅ This guide will walk you through the steps to add files for back office team members on the Back Office Dashboard:

🏢 Step 1: Navigate to Security Team  

• From the main menu, click on Security Team.

• Select Back Office Team.

• Click on the user profile for which you’d like to add the file.

📂 Step 2: Upload New Files  

• Go to the Files tab. 

• Click on Upload New Files.

💻 Step 3: Select Files  

Choose the files from your system and upload them to the user’s profile.

📝 Step 4: Manage Files via Three‑Dot Menu  

Using the three‑dot menu, you can edit, download, or delete files associated with the uploaded files.

⚙️ Step 5: Use Action & Search Buttons

• Use the Action button to delete a file if required.

• Use the Search button to quickly locate specific files within the user’s profile.

🎯 That’s it! Adding and managing files for back office team members on the GuardsPro Dashboard is simple and efficient. By following these steps, you can upload, edit, search, and manage files seamlessly, keeping your team’s data organized and accessible.

For further assistance, feel free to contact the GuardsPro Support Team anytime.