Staff members can be granted the ability to view and edit data for multiple agencies in the Additional Agency Access section of the staff profile.
|Note: Staff members with a System Administrator Access Role have access to all agencies by default.|
To grant a staff member access to an additional agency, click “Add Agency” (figure 1).
In the Add User Agency pop-up (figure 2), choose the agency the staff member should have access to.
After selecting the Agency, choose the Access Role the staff member should have when switched into the agency. This will determine what Access Role rights the staff member has when viewing and entering data for that Agency.
Click Save in the Add User Agency pop-up and Save Changes within Modify the Staff.
The staff member will now see the agency name in the drop-down menu beside their name in the upper-right hand corner of the screen (figure 3).