How to Assign Staff Permissions for OfficeTools Cloud

[For Administrators Only]

As the OfficeTools Cloud Administrator you may want to prevent a staff member from accidently deleting a client by denying them permission to do so.

You may also want to enable enhanced security for your firm.

To assign Permissions:

1.  Go to Options and click User Management from the left navigation pane to display the User Management

2. Select a user from the list to open their User Profile dialog and click Security/Password under the person icon on the right side to display the Security/Password dialog

3.  Uncheck the Permitted to delete clients checkbox in the Permissions section and click Enable Enhanced Security to enable this feature.

4.  Complete the Enhanced Security details: 

• Enter your Phone Number in the textbox provided.
• Check Also send a copy of the code via email if you wish.
• Setup your personal verification Question by entering a custom question or selecting one from the drop-down list.

5.  Enter your Answer.

6.  Click Save & Close.