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

 

  1. Open Dashboard, click Configuration on the navigation panel.
  2. Under Staff Manager click Staff.
  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 User-added image 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.


Notes


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