Set Up an Employee or Staff account

The feature is available to Users with Manager Role and any User with a PLUS license.

Staff account gives users access to the application.

• Login with Manager Access.
• Click the Admin menu option.
• Click the Staff  menu option.
• Click the Add button on the Staff  screen.
• Enter First name:  required field, it must be filled in.
• Enter Last name:  required field, it must be filled in.
• Email : required field, the system will send username and initial password to the Staff member to access the application.
• Date of Birth: required field, defaults to current date and can be edited if available.
• Role : Select a role for the Staff.  Role Types are:
  • User
  • Manager
  • No Seat
• Seat : Select a seat for the Staff.  Seat is equivalent to License Type.  License Type available will display according to the purchase made.  Each type of license provides different features.  See Features for further information.  License Type available are:
  • Basic
  • Essential
  • Plus
• Click Save.

Users with Manager Role can also Define Transaction Types, Codes, Programs and Fund Sources.

Users with Manager Role do NOT have access to the Case Management features.  If required, these users can create a separate Staff account with appropriate role and license access.  

Staff Users created using the above steps will receive an email with link to the application, their username and initial password.  They can login and start using the Case Management features.