"Global Office Staff User - Every PulsePoint instance has at least one Office Staff user who is able to see all merchants, leads, applications, users, reports, and, in a nut-shell, everything in your PulsePoint. This Office Staff user has “Global” access.
Division level Office Staff user - An Office Staff user assigned to a Division will only see merchants, leads, applications, users, reports, etc... that belong to the Sales User’s assigned to their Division or lower divisions in their hierarchy chain.
Office Staff users also have permissions that dictate their access to information. They can be restricted from accessing the Admin Area, Commissions, Login As Sales or Lead Sources users, Admin Company and Commission menus, and the ability to add other Office Staff. The permissions were designed so the Office Staff user type can be used for many roles. Office Staff users usually have roles in Customer Support, Application Boarding, Division management, and Company Management. Please speak to a Fidano customer support representative if you have questions about how to set up an Office Staff user properly for their role. Support: 877.844.0032.
Who can manage Office Staff Users?
Office Staff users are managed by another Office Staff user who has access to the Admin area and who has “YES” checked for “Administer Staff” in their permissions. Office Staff users can only manage users in their division or users in divisions lower in the hierarchy chain.
Instructions
To manage Office Staff users log into PulsePoint, select the Admin button and then select Office from the Users menu.
Add an Office Staff User
To add an Office Staff user select the Create button. Select the Division menu and select a division. Enter the user’s name, and email. Select “Yes” Access Website to allow the user to login to the system. Select “Yes” View Commissions to display commission reports and to allow access to assign commissions. Select “Yes” Administer Staff to allow the user to create additional Office Staff users. Select “Yes” Login as Lead Sources & Login as Reps to allow the user to login as sales and lead source users via their Admin area. Enter a Username and Password then select Save. To set the password, please see the instructions about Resetting an Office Staff user’s password.