Difference between revisions of "Add or Update Staff/Admin Accounts"

From Support Wiki
Jump to navigation Jump to search
 
(9 intermediate revisions by one other user not shown)
Line 1: Line 1:
−
==Add a New Staff/Employee==
 
 
#Click '''Setup''' in the left-hand navigation bar.
 
#Click '''Setup''' in the left-hand navigation bar.
 +
#:[[File:Association staff 2021.jpg|600px|center]]
 
#Click '''Association Employees/Reps''' in the '''Association Options''' area.
 
#Click '''Association Employees/Reps''' in the '''Association Options''' area.
−
#:[[File:add_staff.png]]
+
#:[[File:Add new rep 2021.jpg|600px|center]]
 
#Click '''Add a New Rep'''.
 
#Click '''Add a New Rep'''.
−
#:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.png]]
+
#:[[File:Add new rep 1 2021.jpg|600px|center]]
−
#Complete the Personal Information and Contact Information sections.
+
#Complete the '''Personal Information''' and '''Contact Information''' sections.
−
#:''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.''
+
#:'''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.
−
#:''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.''
+
#:'''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.
−
#:[[File:Administrator Tasks-Add New Staff Access-AdminTa.png]]
 
 
#Click '''Save & Exit'''.
 
#Click '''Save & Exit'''.
−
#To create a login account for this staff user, click their name in the '''List of Representatives''', expand the '''Permissions for...''' section and click '''Create Login Account'''.  
+
To create a login account for this staff user:
 +
 
 +
#Click their name in the '''List of Representatives'''
 +
#:[[File:Staff permissions 2021.jpg|600px|center]]
 +
#Expand the '''Permissions for...''' section.
 +
#:[[File:Permissions for 2021.jpg|600px|center]]
 +
#Click the  '''Create Login Account'''.  
 
#Complete the '''Login Account''' and '''Database Permissions''' sections and click '''Save'''.
 
#Complete the '''Login Account''' and '''Database Permissions''' sections and click '''Save'''.
−
#:#:[[File:add_staff_perms.png]]
 
  
−
==Set Staff/Employee Email Notifications==
+
'''Note for Users of SmartCMS: '''A staff user's permission for SmartCMS are also configured in this section.
−
Staff/employees may receive an email notification when certain triggers are met in the software. To setup email notifications follow the steps below.
+
 
−
#Click '''Setup''' in the left-hand navigation bar.
+
'''Note: ''' To edit a staff user's email notifications, expand the '''Additional Settings For...''' section and select the desired options.
−
#Click '''Employees/Reps''' in the Chamber/Association Information area.
 
−
#Click the name of the desired rep.
 
−
#Open the Additional Settings area.
 
−
#:[[File:Set Email Notifications-AdminTasks.1.07.1.jpg]]
 
−
#Select the items that should send an email notification to this rep.
 
−
#These settings will auto-save.
 
−
#:''Note: The notification for All Web Leads pending approval sends notification for both the Contact All Businesses request and also the Request for Proposal. So if you have All Web Leads pending approval selected, you do not also need to select Request for Proposal Submitted.''
 
−
==Modify Login Access==
 
−
To change a login name, password and /or permissions for a staff/ employee
 
−
#Click Setup in the left-hand navigation bar.
 
−
#Click Employees/Reps in the Chamber/Association Information area.
 
−
#:[[File:Administrator Tasks-Modify Login Access-AdminTasks.1.08.1.jpg|framed|none|Information Section of the Setup menu]]
 
−
#Click the desired rep’s name in the List of Representatives area. The selected row will show in yellow.
 
−
#Edit the Login Name, Login Password and Permission Level fields in the Permissions area as desired.
 
−
#Click '''Save'''.
 
−
If this staff has login access to another MicroNet database or has a rep login/password on a member account (Members->Reps tab), see Joining Login Names for more information.
 

Latest revision as of 22:29, 10 March 2021

  1. Click Setup in the left-hand navigation bar.
    Association staff 2021.jpg
  2. Click Association Employees/Reps in the Association Options area.
    Add new rep 2021.jpg
  3. Click Add a New Rep.
    Add new rep 1 2021.jpg
  4. Complete the Personal Information and Contact Information sections.
    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 for more information.
    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.
  5. Click Save & Exit.

To create a login account for this staff user:

  1. Click their name in the List of Representatives
    Staff permissions 2021.jpg
  2. Expand the Permissions for... section.
    Permissions for 2021.jpg
  3. Click the Create Login Account.
  4. Complete the Login Account and Database Permissions sections and click Save.

Note for Users of SmartCMS: A staff user's permission for SmartCMS are also configured in this section.

Note: To edit a staff user's email notifications, expand the Additional Settings For... section and select the desired options.

Retrieved from "http://supportwiki.chambermaster.com/index.php?title=Add_or_Update_Staff/Admin_Accounts&oldid=103551"