Sage Taxation Users Lookup
You use the Sage Taxation Users window to select any member of your staff that has been created in any Sage Taxation system, regardless of their Access rights. The Users window may contain a list of all staff members or it may be restricted to partners, managers or employees. This is dependent upon from where in Sage Taxation you opened the window. For example, in the Add New Partnership wizard when you are asked to enter which partner introduced the new client, clicking the Lookup button will open the Users window with a list of partners only.
You can quickly select a staff member by entering the first letter(s) of the Code/Name that you are searching for. You can choose whether to search by their client code or their surname by selecting the appropriate button. The staff member that most closely matches or is nearest to your entry is highlighted in the list. Select the OK button or double-click the left mouse button on the highlighted name to confirm your choice.
You can edit any existing staff member's details by highlighting their name and clicking Edit; This will open the User Details form for that person.
Click Add to add a new staff member to the list. Only an administrator can do this, therefore a password is required before you can proceed. Once you have entered your password, the User Details form will open, allowing you to enter the details of the new member of staff.
If you add a new member of staff of a different type to those being displayed in the Users window, you will be warned that the new staff member will not appear in the list.
Example
If the Users window is currently displaying a list of all staff members who are partners and you add a new client who is a manager, that new staff member will not be displayed in the Users window when you return to it. The staff member will be available in Control Centre, however, and will appear in other instances of the Users window where appropriate.