Users

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As an Admin user, you can add and remove access for staff users and define what level of access they have. From the main Rosemark screen, go to File, Configuration, Users.

Note: You must have Admin rights to access or administer the Users list.

 

users_configuration

Figure 285: Configuring Staff Users

Adding a User

To add a new user, just click on File, Add New User. Fill in the Username and the Password. There are no system-imposed limits on what these can be, but strong passwords are recommended. That means a combination of letters, numbers and capitalization to make it extremely difficult to guess them. You may also just have your staff login on the Web App to change their passwords after you issue a basic one.

Setting Access Levels

Click check boxes to set what level of access they have to the Rosemark database.

Can Login

Allowed to login to Rosemark (un-check to block access)

Administrator

Has full access to all functionality, including adding and removing user access

Configuration

Has access to all functionality EXCEPT adding and removing user access

Read-Only

Has read-only access to all Rosemark screens, cannot make any changes

Marketing-Only*

Restricts user access to include Referrer information ONLY

Pay Rate/Amount Restriction*

Prevents user from being able to view or edit pay rates and amounts

Bill Rate/Amount Restriction*

Prevents user from being able to view or edit bill rates and amounts. Also restricts access to Invoice viewing and creation.

*Available upon request. You must call Shoshana at 734-662-3537 to activate this feature

Removing Access

When you need to remove access from a staff person who has left the agency, you can simply un-check the Can Login checkbox. You do not need to actually delete the user (though you can if you want). Leaving the user in there but without access makes it easy if they ever come back and it also leaves a record that they used to be a staff user.

Additional Access Levels

The structure is in place that allows different access groups to be configured so that a particular User can only get to certain items. At this point, this is something that Shoshana Technologies would need to do for you. If you have such a need, just give us a call and we can talk about putting something together for you.