Client Database Admin Tasks

Adding Staff

• Go to the Admin tab
• Click Change Staff (You must be an Admin to access this section)
• Click Add New Staff
• Enter the staff:
  • Name (Full first and last name),
  • User Name (first initial then last name, unless it is different),
  • and User Type (User for normal access, Admin for Admin tab access)
• Click Save

Editing Staff (Assign Admin Access)

• Go to the Admin tab
• Click Change Staff (You must be an Admin to access this section)
• Click Edit Selected
• Change the details you need to change
• Click Save

Current Staff

• Some staff lists in the database are based on Current staff only, and some are based on all staff
• To change a Staff to not current when they leave:
  • Go to the Admin tab
  • Click Change Staff (You must be an Admin to access this section)
  • Select the Staff to change
  • Click Mark as Not Current to change the staff
• To change a not current Staff to a current Staff when they come back:
  • Go to the Admin tab
  • Click Change Staff (You must be an Admin to access this section)
  • Click View All Staff
  • Select the Staff to change
  • Click Edit Selected
  • Change Current to Yes
  • Save

Adding Staff Security Exceptions

• Go to the Admin tab
• Click Staff Security Exceptions (You must be an Admin to access this section)
• Click Add New
• In the blank fields select:
  • Client Name
  • Staff Exception: staff name that should not have access to that client
• Click Save
• If you are adding more you can continue to add them in the blank fields below

Removing Staff Exceptions

• Go to the Admin tab
• Click Staff Security Exceptions (You must be an Admin to access this section)
• Click Show All
• Next to the Client/Staff Exception you want to remove, click Delete