Adding additional users

As the administrator of the application, you can add other users. The process is to add the users to the people database and then select them as a staff member via My office | Staff | Select Staff. On selecting a person as a member of staff you will need to enter their email address, provide them with a password, define their role, and complete the other information requested. You can also assign access rights which can be used to restrict what they can do on the system.

You can allocate responsibility for a client via Company | Allocate to staff and define what deadline email reminders the member of staff will receive via My office | Staff | Staff details.