Company Staff
- Adam Evans
Analytics
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.