Our Support team will provide your initial login name and password for a single staff person. Additional login names and passwords may be created at your convenience under Setup > Employees/Reps. The 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 you the ability to modify any of the settings in your software – including the ability to add/remove other staff logins, reactivate a staff member, and assign different permission levels. Staff/employees may receive an email notification when certain triggers are met in the software and these can be customized for each staff member.
Staff 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 the ability to modify Setup selections
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Standard User: Staff/employee with all rights except the ability to modify Setup selections and access the Billing menu.
- Standard User permissions still allow the ability to view invoices and payment activity on the member’s account.
- Disabled: Staff/employees with this permission level will not be able to log in to the software.
Staff members without access to certain modules will receive a message indicating they do not have permission for that module.