How do I update the profiles of existing staff users in CCH Axcess™?
- Article Type:
- Documentation
- Last Modified:
- 11/05/2022
Objectives
- Explains how to check and update staff profiles in CCH Axcess.
- How to update phone numbers for users.
Environment
- CCH Axcess
- CCH Axcess Document
- CCH Axcess Workstream
- CCH Axcess Practice
- CCH Axcess Tax
- Staff Manager
Details
- Open Dashboard.
- Select Applications links.
- Under Staff, select Staff Manager.
- Select the staff you want to update in the list, and press Enter.
- Update the needed information within the profile.
- For more information on where to make specific changes in a profile, review our help file on setting up staff.
- Select Save and Close after all changes are completed.
Additional Information
N/A
| Solution Id | 000186592/000090111 |
|---|---|
| Direct Link |
