How do I add or create new staff users in CCH Axcess™?

Important: Please ensure the email address used for a staff exists and is active for each user prior to creating the user in CCH Axcess™.

  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.
User-added image
  1. 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.
  2. Click Continue.
  3. 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.
  4. When finished, click one of the Save buttons to save your changes.
  • Save - Use this option if you have more changes to make in this profile.
  • Save & New - Use this option if you have more users to create.
  • Save & Close - Use this option if you are finished creating users. 

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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