This article will show the administrator how to create a User Account for staff.
NOTE: The person must first be added to your Staff Records. See Staff Record: Add.
- Click on the Settings tab from the main menu.
Then select System Security.
- Click Add under User Accounts.
- Select the Staff and click OK.
- With the new User selected, check off the appropriate Role permissions and Agency/Branch Office they will need access to.
- Click Save All when finished.