Difference between revisions of "Administrator Tasks-Staff 2fEmployee Logins and Permissions"

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  <div style="text-align: left;">[[Administrator_Tasks-TableOfContents|Table of Contents]] | [[Administrator_Tasks-General_Options_Settings|Previous]] | [[Administrator_Tasks-Add_New_Staff_Access|Next]] | [[Administrator_Tasks-Index|Index]]</div>
 
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    <span>[[Administrator_Tasks-Configuring_Basics|Configuring Basics]]</span> : Staff/Employee Logins and Permissions</div>
 
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  <div style="font-family: Cambria; font-size: 18pt;"><span id="wwpID0E0HV0HA">Staff/Employee Logins and Permissions</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0GV0HA">The MicroNet 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 </span><span style="font-weight: bold;">Setup-&gt;Employees/Reps</span>.  Default address, phone number and email address information for each staff person are modified here as well.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0FV0HA">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.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0EV0HA">Receiving the highest permission level of </span><span style="font-weight: bold;">Administrator</span> 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.</div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E0DV0HA">Staff/ Employee Permission Levels</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0CV0HA">Administrator:</span></span> 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</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0BV0HA">Finance:</span></span> Staff/employee with all rights except ability to modify <span style="font-weight: bold;">Setup</span> selections</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0AV0HA">Standard User:</span></span> Staff/employee with all rights except ability to modify <span style="font-weight: bold;">Setup</span> selections and access the <span style="font-weight: bold;">QuickBooks</span> or <span style="font-weight: bold;">Billing</span> menu.  <span style="font-weight: bold;">Standard User</span> permissions still allow the ability to view invoice and payment activity on the members’ account.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E06U0HA">Disabled</span></span>: Staff/employee with this permission level will not be able to login to the software.</div>
 
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Latest revision as of 00:55, 5 January 2016