Introduction: Learn how to assign Control Panel access to a user in Account Administration.
It is best to assign a Control Panel to the Account Administrator first, (the Account Administrator is the first user on the user list and is highlighted in blue). Then assign a Control Panel to each of the remaining users on the list.
Step 1: Select users from the User List and then click the Control Panel button.
Step 2: Then select the position from the Organizational Tree for the user.
Step 3: Define the user as Manager or Staff by clicking the appropriate button on the screen. If the user is a Manager (a position that managers other employees), click the Manager button. If the user is a Staff member (not a manager of other employees), click the Staff button. Then click “Update”
If the user is defined as a Manager they will be given a Control Panel for their position and they will be given Management Review Access to all of their subordinate positions shown on the companies Organizational Chart. Management Review is a tool for managers to see their subordinates Control Panels, review completed work and ensure training. For more on Management Review, see the Management Review section of this manual.
If the user is defined as Staff, they will be given a Control Panel for their positions only. They will not see a box called Management Review on their Control Panel. If a user fills more than one position on the Organization Chart, be sure to create Control Panels access for each of position they fill.
Step 4: The user will then be defined as Manager, Staff or No Access. This will be visible on the Organizational Tree.
Step 5: To give users a Control Panel for multiple positions, simply repeat the assignment process for every position the user fills.