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

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#Click '''Setup''' in the left-hand navigation bar.
 
#Click '''Setup''' in the left-hand navigation bar.
 
#Click '''Association Employees/Reps''' in the '''Association Options''' area.
 
#Click '''Association Employees/Reps''' in the '''Association Options''' area.
#:[[File:add_staff.jpg|Framed|none|Chamber Employees/Reps highlighted]]
+
#:[[File:add_staff.png|Framed|none|Chamber Employees/Reps highlighted]]
 
#Click '''Add a New Rep'''.
 
#Click '''Add a New Rep'''.
 
#:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.jpg|framed|none|Add a New Rep]]
 
#:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.jpg|framed|none|Add a New Rep]]

Revision as of 15:56, 21 April 2016

Add a New Staff/Employee

  1. Click Setup in the left-hand navigation bar.
  2. Click Association Employees/Reps in the Association Options 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.

Set Staff/Employee Email Notifications

Staff/employees may receive an email notification when certain triggers are met in the software. To setup email notifications follow the steps below.

  1. Click Setup in the left-hand navigation bar.
  2. Click Employees/Reps in the Chamber/Association Information area.
  3. Click the name of the desired rep.
  4. Open the Additional Settings area.
    Set Email Notifications-AdminTasks.1.07.1.jpg
  5. Select the items that should send an email notification to this rep.
  6. 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

  1. Click Setup in the left-hand navigation bar.
  2. Click Employees/Reps in the Chamber/Association Information area.
    Information Section of the Setup menu
  3. Click the desired rep’s name in the List of Representatives area. The selected row will show in yellow.
  4. Edit the Login Name, Login Password and Permission Level fields in the Permissions area as desired.
  5. 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.