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Staff Permissions
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Receiving the highest permission level of Administrator allows you 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 Permission Levels


  • Administrator: Has all available rights in the software. They have full access to all Billing and Setup areas and can add new database fields within the software screens

  • Finance: Staff with all rights except the ability to access the Setup module.

  • Standard User: Staff 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 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.

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