Use this area to assign a Role or Roles to each user accessing the system.
 

1.       Click on the Administration Menu/Function button.
 

2.       Select the Staff Settings > Staff menu option.
 

3.       Double click on the Employee in the List of records area,
 

4.       The employee details will appear in the Active Window.

5.       Click on the Roles and Security tab.
 

6.       Enter a Username - this is used for logging into the system. Note: It is recommended that only

alphabetical and numerical characters are used, (i.e. no commas, full stops, hyphens, symbols etc.)
 

7.       Enter a Password. Note: It is recommended that only alphabetical and numerical characters

are used, (i.e. no commas, full stops, hyphens, symbols etc.)
 

8.       Left click in the right hand side of the white area under the Role heading.
 

9.       Select the appropriate Role from the Drop Down list.

10.      Select the appropriate Department or leave on All Departments if access is not to be

restricted to an individual department.
 

11.      Click on Save and Close to save the information entered, alternatively click on the X at the

top right corner of the Active window, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.