System Security allows you to create new User Accounts for your site, along with setting or updating user access inside the system.
NOTE: In order to save changes inside System Security, your Account must have the "Security Admin" user role, otherwise the Save buttons will remain inactive.
Step 1: Creating Staff Records
Every User Account in the system requires a Staff Record to be created first. If you have appropriate access, this can be done from the system’s main screen where the Active Staff Records are listed.
NOTE: If the User Account you wish to modify already exists, please skip this step and proceed to Step 2.
- Click Add"+" button in the top left corner.
- Enter First and Last Name.
- Enter Staff Email - This email address will be used if the Staff needs to reset their password using our Forgot Password? tool.
- Click Save.
After the Staff Record has been created, you can add System Security.
- Click the Settings Security button.
- Click Add button to add new User Accounts.
NOTE: You can add new User Accounts for multiple staff at once by holding down "Ctrl" and selecting multiple Staff Records inside the Add window.
- Click OK to jump back to the System Security window.
Step 2: Updating Access in System Security
If you are continuing from Step 1, you will need to make sure you give these new User Accounts at least 1 User Role, otherwise, they will not be able to log in, since the system can't tell what level of access to give.
- Select the User you wish to set/update access for in the User Accounts tab.
- Select the User Role you would like to edit (lower left section).
- Select which Office/Agency locations this access applies to (lower right section).
NOTE: If the user has multiple roles assigned to them, repeat this process for each user role.
- Click the Save All button to save your changes.