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

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==Add a new staff/employee login name & password==
  <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>
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#Click Setup in the left-hand navigation bar.
  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
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#Click Employees/Reps in the Chamber/Association Information 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>
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#:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.1.jpg|Framed|none|Chamber Employees/Reps highlighted]]
  <hr />
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#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>
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#:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.jpg|framed|none|Add a New Rep]]
  <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 &amp; password</span></div>
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#Complete the Personal Information, Contact Information, and Permissions areas.
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
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#:''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.''
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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#:''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">
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#:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.3.jpg|framed|none|Add a New Rep screen]]
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">1. </span></div></td>
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#Click Save & Exit.
        <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>
 
    </table>
 
  </div>
 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">2. </span></div></td>
 
        <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>
 
      </tr>
 
    </table>
 
  </div>
 
  <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>
 
  <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>
 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">3. </span></div></td>
 
        <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>
 
      </tr>
 
    </table>
 
  </div>
 
  <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>
 
  <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>
 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">4. </span></div></td>
 
        <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>
 
      </tr>
 
    </table>
 
  </div>
 
  <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>
 
  <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>
 
  <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>
 
  <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>
 
  <div style="margin-left: 36pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">5. </span></div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QU0HA">Click </span><span style="font-weight: bold;">Save &amp; Exit</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
</div>
 

Revision as of 20:06, 26 October 2015

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.
    Chamber Employees/Reps highlighted
  3. Click Add a New Rep.
    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.
    Add a New Rep screen
  5. Click Save & Exit.