Prerequisite Before Creating A New Axcess User

• Email Address for the new user(s) must exist prior to creating the Axcess user(s).

Steps To Create A New User

1. ​​Open Dashboard and click Application Links on the navigation panel.
2. Under Staff, click Staff Manager.
3. On the Home tab in the ribbon, click New.
4. In the upper-left, click the down arrow to select to create the new staff person from a default template, other template, or to copy from an existing staff member.

5. Select a template or existing user from the list.
   • If you selected to copy an existing user, select the information that you want to include for the new staff in the Information to copy from source pane.
6. Click Continue.
7. Click the options on the navigation panel to enter information for the new staff in the various profile windows.
   • Click the Help icon in the upper-right corner of each window for more assistance, if needed.
8. When finished, click one of the Save buttons to save your changes.

• Save - Use this option to save and continue making changes. You must save before you can configure the user's Assignments.
• Save & New - Use this option if you have more users to create.
• Save & Close - Use this option if you are finished creating users.

Assigning Staff to a Security Group
https://z001download.cchaxcess.com/pfxbrowserhelp/FAMHelp/Content/Security/STF_Assignments_SYGroups.htm

Assigning Staff to Client Access Groups
https://z001download.cchaxcess.com/pfxbrowserhelpOP/FAMHelp/Content/Security/STF_Assignments_CltAcc.htm

Note: When creating new staff, we recommend using staff templates to save time and effort. Click to learn how to add staff templates.

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