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

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(Created page with "<div xmlns="http://www.w3.org/1999/xhtml"> <div style="text-align: left;">Table of Contents | Administrator_Tasks-Staff_2fEmployee...")
 
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1. 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>
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  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
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2. 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>
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  <hr />
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  <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:add_staff.png]]
  <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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  <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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3. Click '''Add a New Rep'''.
      <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;">1. </span></div></td>
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        <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>
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:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.png]]
      </tr>
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    </table>
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  </div>
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4. Complete the '''Personal Information''' and '''Contact Information''' sections.
  <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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:'''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.
      <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;">2. </span></div></td>
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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.
        <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>
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      </tr>
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    </table>
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:[[File:Administrator Tasks-Add New Staff Access-AdminTa.png]]
  </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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5. Click '''Save & Exit'''.
  <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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6. 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'''.
      <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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7. Complete the '''Login Account''' and '''Database Permissions''' sections and click '''Save'''.
        <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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:[[File:add_staff_perms.png]]
  </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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'''Note for Users of SmartCMS: '''A staff user's permission for SmartCMS are also configured in this section.
  <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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'''Note: ''' To edit a staff user's email notifications, expand the '''Additional Settings For...''' section and select the desired options.
      <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 21:56, 21 April 2016

1. Click Setup in the left-hand navigation bar.

2. Click Association Employees/Reps in the Association Options area.


Add staff.png


3. Click Add a New Rep.


Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.png


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.


Administrator Tasks-Add New Staff Access-AdminTa.png


5. Click Save & Exit.

6. 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.

7. Complete the Login Account and Database Permissions sections and click Save.


Add staff perms.png


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.