Difference between revisions of "Staff/Employee Logins and Permissions"
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| − | + | ==Overview== | |
| − | + | The GrowthZone support team will provide initial login names and passwords for a single staff person. Additional login names and passwords may be created at your convenience under '''Setup''' > '''Chamber Employees/Reps'''. Default address, phone number and email address information for each staff person are modified here as well. | |
| − | + | ||
| − | + | You will assign a certain level of permission to your staff based on their need for access to financial information, administration tools and basic member information. | |
| − | + | ||
| − | + | Receiving the highest permission level of Administrator gives the ability to modify any of the settings in your software, including the ability to add/remove other staff logins and assign different permission levels. | |
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| − | + | ==Staff/ Employee Permission Levels== | |
| − | + | :'''Administrator: '''Staff/employee with all available rights in the software; full access to all financial and setup areas; able to add new database fields within the software screens | |
| − | + | :'''Finance:''' Staff/employee with all rights except ability to modify Setup selections | |
| − | + | :'''Standard User:''' Staff/employee with all rights except ability to modify Setup selections and access the Billing menu (or QuickBooks menu for legacy CQI users). Standard User permissions still allow the ability to view invoice and payment activity on the members’ account. | |
| − | + | :'''Disabled:''' Staff/employee with this permission level will not be able to login to the software. | |
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| − | + | [[Category: Setup]] | |
| − | + | [[Category: Admin Tasks]] | |
Latest revision as of 00:47, 28 August 2017
Overview
The GrowthZone support team will provide initial login names and passwords for a single staff person. Additional login names and passwords may be created at your convenience under Setup > Chamber Employees/Reps. Default address, phone number and email address information for each staff person are modified here as well.
You will assign a certain level of permission to your staff based on their need for access to financial information, administration tools and basic member information.
Receiving the highest permission level of Administrator gives the ability to modify any of the settings in your software, including the ability to add/remove other staff logins and assign different permission levels.
Staff/ Employee Permission Levels
- Administrator: Staff/employee with all available rights in the software; full access to all financial and setup areas; able to add new database fields within the software screens
- Finance: Staff/employee with all rights except ability to modify Setup selections
- Standard User: Staff/employee with all rights except ability to modify Setup selections and access the Billing menu (or QuickBooks menu for legacy CQI users). Standard User permissions still allow the ability to view invoice and payment activity on the members’ account.
- Disabled: Staff/employee with this permission level will not be able to login to the software.
