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

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==Add a New Staff/Employee==
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1. Click '''Setup''' in the left-hand navigation bar.
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#Click Setup in the left-hand navigation bar.
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#Click Employees/Reps in the Chamber/Association Information area.
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2. Click '''Association Employees/Reps''' in the '''Association Options''' area.
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#:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.1.jpg|Framed|none|Chamber Employees/Reps highlighted]]
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#Click '''Add a New Rep'''.
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#:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.jpg|framed|none|Add a New Rep]]
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:[[File:add_staff.png]]
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#Complete the Personal Information, Contact Information, and Permissions areas.
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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.''
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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.''
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3. Click '''Add a New Rep'''.
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#:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.3.jpg|framed|none|Add a New Rep screen]]
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#Click Save & Exit.
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==Set Staff/Employee Email Notifications==
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:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.png]]
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Staff/employees may receive an email notification when certain triggers are met in the software. To setup email notifications follow the steps below.
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#Click Setup in the left-hand navigation bar.
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#Click Employees/Reps in the Chamber/Association Information area.
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4. Complete the '''Personal Information''' and '''Contact Information''' sections.
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#Click the name of the desired rep.
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#Open the Additional Settings area.
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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.
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#:[[File:Set Email Notifications-AdminTasks.1.07.1.jpg|framed|none]]
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#Select the items that should send an email notification to this rep.
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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.
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#These settings will auto-save.
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#:''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.''
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:[[File:Administrator Tasks-Add New Staff Access-AdminTa.png]]
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5. Click '''Save & Exit'''.
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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'''.  
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7. Complete the '''Login Account''' and '''Database Permissions''' sections and click '''Save'''.
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:[[File:add_staff_perms.png]]
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'''Note for Users of SmartCMS: '''A staff user's permission for SmartCMS are also configured in this section.
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'''Note: ''' To edit a staff user's email notifications, expand the '''Additional Settings For...''' section and select the desired options.

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.

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