To Create a new User
- Go to the side menu, then select Admin, then Add New Staff Member.
- Now go through and fill out the main details, as highlighted below;
The Security email address must be unique from any other email addresses in your office account.
- Now click Save. An email will be sent through to the User’s Security email address so they can set up their password.
- Now you will have to either, email email@example.com or, call Support on AU 1300 131 311 & NZ 0508 641 199 to enable the user to be a Client Manager User.
- Once the user is enabled you can edit the User’s permissions. Go to the side menu, select Admin, then Current Staff List and then select the user you created.
- Now within this user, you will see new Client Manager permissions to setup
- Once you have finished, click Save. The user will have to Log out, then Log back in then they will have ClientManager Privileges.
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