Members of Staff

To add or edit members of staff, select:

Settings > System Settings > Members of Staff

The following form will be displayed:

Members of Staff

The Members of Staff form is shown above, and each field is explained below:

Name

The name of the member of staff.  If Requisitions are in use all members of staff likely to make a purchase requisition should be added, but see the more detailed information in Purchase Requisitions > Maintenance Menu > Members of Staff.  However, all members of staff must be entered initially using this form.

User ID

All members of staff must have a User ID input.  If they are going to have access to the system (either for Reports or Requisitions) this will be their login.

Password

Only members of staff who are going to need to log into the system (as opposed to those who are named as requesters for requisitions) need a password.  It has a minimum length of 3 characters and is not case sensitive.

Email

This is used by Purchase Requisitions where departmental authorisation is in place, but is not required otherwise.

Administrator

Giving a user Administrator rights allows access to Maintenance routines.  It is recommended that a couple of Finance department users are given Administrator rights.

Administrators will also be able to view all purchase requisitions, and if not posted to Sage, will also be able to edit them, although not necessarily be able to authorise them.

Can Login to Reports

Leave this un-checked if the member of staff is only going to have access to Purchase Requisitions.


The lower part of the form lists the academies that the member of staff will have access to.  To add or edit these, save any record that’s being added or updated and click ‘Add/Edit Academy Permissions’ and select the academy/academies that the member of staff is associated with.

To delete an academy from the permitted list, click ‘Add/Edit Academy Permissions’ and highlight the academy by clicking in the left margin and press the <Delete> key on the keyboard.


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