How do I add or create new staff users in CCH Axcess™?
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
- Open Dashboard and click Application Links on the navigation panel.
- Under Staff, click Staff Manager.
- On the Home tab in the ribbon, click New.
- 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.
- 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.
- Click Continue.
- 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.
- 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.
Solution Id | 000182667/How-do-I-add-or-create-new-staff-user-in-CCH-Axcess |
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