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

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#Click '''Setup''' in the left-hand navigation bar.
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1. Click '''Setup''' in the left-hand navigation bar.
#Click '''Association Employees/Reps''' in the '''Association Options''' area.
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#:[[File:add_staff.png]]
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2. Click '''Association Employees/Reps''' in the '''Association Options''' area.
#Click '''Add a New Rep'''.
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#:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.png]]
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#Complete the '''Personal Information''' and '''Contact Information''' sections.
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:[[File:add_staff.png]]
#:'''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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#:'''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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#:[[File:Administrator Tasks-Add New Staff Access-AdminTa.png]]
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3. Click '''Add a New Rep'''.
#Click '''Save & Exit'''.
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#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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#Complete the '''Login Account''' and '''Database Permissions''' sections and click '''Save'''.
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:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.png]]
#:[[File:add_staff_perms.png]]
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 +
 
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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|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.
 +
 
 +
 
 +
:[[File: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'''.  
 +
 
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7. Complete the '''Login Account''' and '''Database Permissions''' sections and click '''Save'''.
 +
 
 +
 
 +
:[[File:add_staff_perms.png]]
  
  
 
'''Note for Users of SmartCMS: '''A staff user's permission for SmartCMS are also configured in this section.
 
'''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...''' section and select the desired options.
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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.