Setting Up In-House Users
Staff, System Settings & Navigation Bar Settings Super Admin (Sadmin) has capabilities above all other users and is the only user who can access “Staff.” Super Admin controls what other in-house users can access, from claim tabs to reports. Limits can be set for each user. 1. Click Settings , then Click Staff . Here, you create in-house users (Sadmin, Admins, Collectors & Sales) and customize their access and limits. The Username and Password, user email address, staff name, user status, and phone number are set up here. The email, phone, and commission fields are all optional and don’t need to be filled in. The yes/no questions below must be set for each in-house user. Claim Status / Payment Access: Yes or No - Payment blue tab > This option allows posting a payment and updating the client. Reminder Edit/Delete Access: Yes or No – Reminders blue tab > This option allows this user to edit or delete reminders. Email Drop-down List: Yes or No – S...