Setting Up In-House Users

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 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 – Status blue tab > This option is to display user emails in the “From” email that your clients receive.
 Confirm Invoice Payment: Yes or No – Payments blue tab > This option allows this user to confirm client payments for invoices.
 Escalated Report Privileges: Yes or No – Reports link > This option allows users to access all available reports.
 Commission: You can enter a percentage rate if you give your collectors a commission. This option works with the Collector Commission Money Report.

2. Click Settings, then Click System Settings.  “Update System Settings” are Global System Defaults for ALL users. 
**Each default should be reviewed carefully to set them correctly for how your firm operates. 
 
User Access Permissions: Admins, Collectors and Non-Sadmins
These Yes/No questions are specific to different system features and for specific in-house users. Basically, in-house users can Update, Edit, or Delete payments, reminders, notes, attachments, invoices, trust account entries, cost ledger entries, etc.

3. Click Settings, then Click Navigation Bar Settings [Super Admin]. Here, Sadmin will select items from the left and move them to the right. Items on the left will appear in the features drop-down list, while items on the right will appear as links below the red dashboard.
The Admin user must log in and go to Settings, then click Navigation Settings [Admin] and move items from the left to the right.

Features Dropdown Menu
This drop-down menu includes any features that are not displayed under the red dashboard.

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