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| − | <div xmlns="http://www.w3.org/1999/xhtml">
| + | #Click '''Setup''' in the left-hand navigation bar. |
| − | <div style="text-align: left;">[[Administrator_Tasks-TableOfContents|Table of Contents]] | [[Administrator_Tasks-Staff_2fEmployee_Logins_and_Permissions|Previous]] | [[Administrator_Tasks-Set_Email_Notifications|Next]] | [[Administrator_Tasks-Index|Index]]</div>
| + | #:[[File:Association staff 2021.jpg|600px|center]] |
| − | <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
| + | #Click '''Association Employees/Reps''' in the '''Association Options''' area. |
| − | <span>[[Administrator_Tasks-Configuring_Basics|Configuring Basics]]</span> : <span>[[Administrator_Tasks-Staff_2fEmployee_Logins_and_Permissions|Staff/Employee Logins and Permissions]]</span> : Add New Staff Access</div>
| + | #:[[File:Add new rep 2021.jpg|600px|center]] |
| − | <hr />
| + | #Click '''Add a New Rep'''. |
| − | <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 18pt;"><span id="wwpID0E05U0HA">Add New Staff Access</span></div>
| + | #:[[File:Add new rep 1 2021.jpg|600px|center]] |
| − | <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E04U0HA">To add a new staff/employee login name & password</span></div>
| + | #Complete the '''Personal Information''' and '''Contact Information''' sections. |
| − | <div style="margin-left: 36pt;margin-bottom: 12pt;">
| + | #:'''Note: '''The Email Address recorded here should be the same email address that is used when accessing your own email program. If correctly specified, then using the options in software to "Email from Outlook" will not give an error. See [[Email_Sending_Options|Email Sending Options]] for more information. |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| + | #:'''Note: '''The '''First Name''' and '''Last Name''' fields (with a space between the 2 fields) will be what displays in the “From” line in the recipient’s email inbox. |
| − | <tr valign="baseline">
| + | #Click '''Save & Exit'''. |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">1. </span></div></td>
| + | To create a login account for this staff user: |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03U0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand navigation bar.</div></td>
| + | |
| − | </tr>
| + | #Click their name in the '''List of Representatives''' |
| − | </table>
| + | #:[[File:Staff permissions 2021.jpg|600px|center]] |
| − | </div>
| + | #Expand the '''Permissions for...''' section. |
| − | <div style="margin-left: 36pt;margin-bottom: 12pt;">
| + | #:[[File:Permissions for 2021.jpg|600px|center]] |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| + | #Click the '''Create Login Account'''. |
| − | <tr valign="baseline">
| + | #Complete the '''Login Account''' and '''Database Permissions''' sections and click '''Save'''. |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">2. </span></div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02U0HA">Click </span><span style="font-weight: bold;">Employees/Reps</span> in the <span style="font-weight: bold;">Chamber/Association Information</span> area.</div></td>
| + | '''Note for Users of SmartCMS: '''A staff user's permission for SmartCMS are also configured in this section. |
| − | </tr>
| + | |
| − | </table>
| + | '''Note: ''' To edit a staff user's email notifications, expand the '''Additional Settings For...''' section and select the desired options. |
| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E01U0HA">[[Image:Administrator_Tasks-Add_New_Staff_Access-AdminTasks.1.06.1.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0ZU0HA">Figure 1-4</span></span> Chamber Employees/Reps highlighted</div>
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| − | <div style="margin-left: 36pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">3. </span></div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YU0HA">Click </span><span style="font-weight: bold;">Add a New Rep</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0XU0HA">[[Image:Administrator_Tasks-Add_New_Staff_Access-AdminTasks.1.06.2.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0WU0HA">Figure 1-5</span></span> Add a New Rep</div>
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| − | <div style="margin-left: 36pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">4. </span></div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VU0HA">Complete the </span><span style="font-weight: bold;">Personal Information</span>, <span style="font-weight: bold;">Contact Information</span>, and <span style="font-weight: bold;">Permissions</span> areas.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0UU0HA">Note: The Email Address recorded here should be the same email address that is used when accessing your own email program. If correctly specified, then using the selections in ChamberMaster to </span><span style="font-weight: bold;">Email from Outlook</span> will not give an error. See “<span style="font-family: Calibri; font-size: 9pt;">Email Sending Options</span>” for more information.</div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0TU0HA">Note: The First Name and Last Name fields (with a space between the 2 fields) will be what displays in the “From” line in the recipient’s email inbox.</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0SU0HA">[[Image:Administrator_Tasks-Add_New_Staff_Access-AdminTasks.1.06.3.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0RU0HA">Figure 1-6</span></span> Add a New Rep screen</div>
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| − | <div style="margin-left: 36pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">5. </span></div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QU0HA">Click </span><span style="font-weight: bold;">Save & Exit</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | </div>
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