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

From Support Wiki
Jump to navigation Jump to search
(Created page with "<div xmlns="http://www.w3.org/1999/xhtml"> <div style="text-align: left;">Table of Contents | Administrator_Tasks-Staff_2fEmployee...")
 
(No difference)

Revision as of 20:04, 26 October 2015


Add New Staff Access
To add a new staff/employee login name & password
1.
Click Setup in the left-hand navigation bar.
2.
Click Employees/Reps in the Chamber/Association Information area.
Administrator Tasks-Add New Staff Access-AdminTasks.1.06.1.jpg
Figure 1-4 Chamber Employees/Reps highlighted
3.
Click Add a New Rep.
Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.jpg
Figure 1-5 Add a New Rep
4.
Complete the Personal Information, Contact Information, and Permissions areas.
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 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.
Administrator Tasks-Add New Staff Access-AdminTasks.1.06.3.jpg
Figure 1-6 Add a New Rep screen
5.
Click Save & Exit.