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Getting Started
Dashboard & Insights
People & Devotees
  • How to Add a New Devotee
  • How to Add a Supplier
  • How to Add a Temple Staff Member
  • How to Add a Volunteer
  • How to Assign Permissions to a Role
  • How to Create a Custom Role (Sangalpa and Above)
  • How to Edit a Devotee Profile
  • How to Manage Staff Accounts
  • How to Search and Open a Devotee Record
  • How to View Role & Permissions
  • Overview of People Management
  • Required Devotee Fields (Rasi, Nakshatram, Date of Birth)
Sevas & Bookings
Point of Sale & Kiosk
Donations & Fundraising
Priests & Duty Management
Temple Calendar & Festivals
Madappalli & Prasadam
Inventory & Stores
Finance & Accounting
Reports & Analytics
Facilities & Guest Services
Temple Assets Register
Applications & Communications
Settings & Administration
Your Account & Security
Troubleshooting & Plan Limits

Browse help topics

Omkaarya guides

  1. Help Centre
  2. People & Devotees

People & Devotees

Devotee CRM, staff, volunteers, suppliers, and roles.

From Prarambha
  • How to Add a New Devotee

    Create devotee with required astro fields.

    All plans
  • How to Add a Supplier

    Supplier master for procurement.

    Content in progress

    SangalpaAaradhana
  • How to Add a Temple Staff Member

    Invite or create staff user.

    Content in progress

    All plans
  • How to Add a Volunteer

    Register volunteer records.

    Content in progress

    All plans
  • How to Assign Permissions to a Role

    Adjust role permission sets.

    Content in progress

    SangalpaAaradhana
  • How to Create a Custom Role (Sangalpa and Above)

    Custom roles when plan allows.

    Content in progress

    SangalpaAaradhana
  • How to Edit a Devotee Profile

    Update devotee and family details.

    Content in progress

    All plans
  • How to Manage Staff Accounts

    Edit roles and status for staff.

    Content in progress

    All plans
  • How to Search and Open a Devotee Record

    Find devotee from list or lookup.

    Content in progress

    All plans
  • How to View Role & Permissions

    Understand built-in roles.

    Content in progress

    SangalpaAaradhana
  • Overview of People Management

    Devotees, staff, volunteers, suppliers, roles.

    Content in progress

    All plans
  • Required Devotee Fields (Rasi, Nakshatram, Date of Birth)

    Explain API/UI validation for astro fields.

    Content in progress

    All plans

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