Staff Access

Navigation: Main > Settings > Staff Access

Staff access - navigation

Staff Access navigation

Following form displays:

Staff access - form

Staff Access form

You may create staff records which the laboratory may access and also create user logins for any of those members of staff in order to grant them access to the portal.

To add a new staff login:

1.Select

2.Complete the General information section.

3.To enable portal access, you will select the option for Web Access,

Staff access - web access

Web Access option

4.It is important to note the different levels of access that you may grant to staff users. There are three categories and all have different access throughout the portal.

•Basic has access to the following modules:

•Cases

oView Design Approval

oView Cases

•Pickups

oView Pickups

•Fulfillments

oReturn Labels

•Settings

oWeb Settings

• Basic+ has access to all previously listed modules, as well as:

•Cases

oSubmit Case

oSubmit RX

•Standard has access to all previously listed modules, as well as:

•Accounting

oView Statements

•Pickups

oSchedule Pickup

•Resources

oMy Files

oPublic Files

oEvents & Education

•Preferences

oGeneral Instructions

oAlerts & Notifications

oAccounting Preferences

oProduct Preferences

•Messages

oView Messages

oSend Messages

•Fulfillments

oOrder Supplies

•Settings

oAccount Settings

•Full has access to all previously listed modules, as well as:

•Accounting

oMake Payment

oView Balances & Payments

oView Purchases

•Preferences

oCustomer Preferences

•Settings

oWeb Settings

oStaff Access

5.Click when don to create the new record.

To edit a staff record:

1.Select the record you want to update in Staff Access form

2.Click on (edit)

3.Make necessary changes.

4.Click on .

To remove a staff record:

1.Select the record you want to remove from Staff Access form

2.Click on (delete)

3.Select Yes for confirmation