Knowledge Base/Solutions

Adding Staff Members

Clive McKegg
posted this on November 03, 2009 10:09 am

Staff members may be added from the 'users' tab on the client page. Under that tab select 'new user' then enter their details. (Once they log in they may edit their password themselves if they wish from the 'my info' link.)

Once set them up at appropriate level of usage (partner, manager, senior, junior or peer reviewer) they can be assigned to jobs by editing 'audit team' from the side-bar within the job.

The type of user determines their access to certain features. Only a partner can perform final sign-off over a job. Only Partners and Managers can create review notes. Seniors may edit pages but juniors cannot. Juniors may only see the jobs they are specifically assigned to. Peer reviewers also only see jobs they are assigned to like juniors but may also add review notes.