Company Staff

Owned by Adam Evans
Jun 12, 2017

This section refers to the set up of your Company Staff. Set up includes creating new Company Staff; linking Company Staff to a Company Branch/es; and the configuration of Staff Viewing Rights and User Access Controls.

Viewing and Editing Company Staff Profiles:-

  • Click 'Management' on the top navigation bar.
  • Then click 'Company Staff under the 'Companies' tab on the lower navigation bar.

Individual Details

  • Branch Details - Link Branch


Note

For more information on how Company Staff and Company Branch relationships work, refer to the Ownership section in the 'System Viewing and Access Rights' user-guide.


Personal Information

Accreditation Details

  • Accreditation Details — Add/Edit Membership Details

  • Accreditation Details - Add/Edit Advice Category

System Access

  • Ownership Viewing Rights


Note

Should you wish to disable a users access to the system, but wish to complete a bulk change of their outstanding activities and associated clients, their status must be setas 'Suspended' to enable you to complete these changes.

Refer to the 'Configuring Viewing Right Options' section of the System Viewing and Access Rights user-guide.


Navigation Controls

Functionality Controls

  • Function Controls allows you to restrict certain functions within sections of SENRO where access has been given.

Functionality Controls — Contact and Application Icons explained

Functionality Controls — Fee icons explained

Functionality Controls — Fee icons continued

Functionality Controls — Clients


Note

Refer to the 'System Viewing and Access Rights' user-guide to learn more about setting up access levels to suit your Business practices.Â