Defining User Roles |
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If you have multiple staff members (appraisers, apprentices, office admins) that will be using the WinTOTAL and XSite Business Management functions, then your first step is to build User accounts for each member of your staff, and assign a role to each. Once their user accounts are established, then each appraiser can link their copy of WinTOTAL or XSite Order Manager to the corporate XSite. Now, each staff member will only see order tracking information in XSites that relates to them. This helps keep such sensitive data as accounting data or appraiser fee split data in the hands of the right people. To create user accounts and apply the appropriate roles and privileges...
- Hover your cursor over My Office in the main toolbar and click User Management in the toolbar that drops down.
- Click Add User to create a new user account, or click any existing user's name in the list to open it for editing.
- In the User Information section, choose the appropriate role for this user from the Type: drop-down menu.
- Scroll down to the User Privileges section and add or delete any of the privileges.
- Make any other changes to the user account you feel are necessary and remember to click Save when you're finished.
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Note: The user account flagged as the "Admin" does not have a User Privileges section. By definition, the Admin has access to all facets of your XSite. | ||
For more information about your XSite's User Permissions, see the User Privileges section of this user guide.
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