Editing staff members

Within each Taxation program, you can change the details of the staff member you've used to log on to the program. If you want to edit the details for some other user, you will need to launch Control Centre, choose User List from the Tools menu, then select the staff member and click Edit.

1. From the Tools menu, choose Current User Details. The User Details window appears.
2. Change the details on the Personal Details page.

3. Click the Systems Access tab page and fill in the details on this page. The access rights are explained below:

   No Access

   The user will not be able to use this program.

   View only

   The user will be able to open the program and view information, but will not be able to add or amend any data.

   Modify only

   The user can access the program and make changes to existing information, but cannot add any new or delete existing records.

   Add and Modify

   The user can access the program, make changes to existing records and add new records, but does not have permission to delete data.

   Delete, Add and Modify

   This is full access for the user who will be able to add new records, make changes to existing records and delete records. Certain restricted functions will, however, still require the administrator password.

Note: If you change the Staff password and you use Sage Practice Solution, you may have to store the new password in Sage Practice Solution as well.
For information on how to do this, open the Sage Practice Solution help then use the table of contents to find the topic Practice Configuration > Program Credentials.