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