Client adding me as there staff to look over records
Louise Martin
Member Posts: 4 ✭
Hi my client has added me as a staff member, but there is no information when i click on my name. how do i gain access to the the information please
0
Comments
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Hi there, I believe they need to add you as a Superuser as follows:
Go to Settings, General, Roles, and select Superuser. Here they can select all the areas you can access (eg Day to Day, Banking, Reporting. The other selection is Contacts which you wouldn't need access to). Staff selection is the incorrect one to select as it's limited.0 -
Thank you for your reply Have it all sorted now0
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