Manage accounts, website content and lookups

1Step 1 / 5

Staff accounts receive the appropriate roles and permission to view money according to an authorised person's decision.

1. Open Users & roles → Add account and enter name, email and Active/Suspended.
2. Select the appropriate business roles and may see money; link Employee record if the form has this field.
3. Review the details, then save the account.

2Step 2 / 5

Only accounts within your administration scope can be edited. Check the person's name before changing their status or permissions.

1. Open the account from Users & roles.
2. Edit name, email or status and roles/money flag within the permitted scope.
3. Choose Employee record using the form, then save the changes.

3Step 3 / 5

Account changes shows recorded changes, with account and date filters.

1. Open Account changes.
2. Choose Account and From/To, then click Filter.
3. Click Reset to clear the filters.

4Step 4 / 5

Page content and shared website information are edited through the controls available to this role.

1. On Website, open the Edit tab or Edit for the section to change.
2. Edit the text or use Add media to replace an image, then save.
3. In Website settings, check Send enquiries to, footer and header phone.

5Step 5 / 5

Use lookups according to the business owner's workflow. For this role, Data import provides monitoring information only.

1. Open Configuration → Lookups and use Add lookup when you need a new list item.
2. Review structure or templates according to the business owner.
3. In Data import, read monitoring information only; do not run an import.