Creating Client Staff Accounts for Hosted Env

Owned by Ash Chavan
Nov 14, 2024
2 min read

Like traditional On-Prem Set up, Hosted does not need to have accounts set up in SSMS and then in SynMain.

To create a new User in SynMain, the NetworkLogin Field in Community should be filled

To create a new login, Client has to follow these steps -

  1. Open SynMain from the Hosted Link and go to Staff Maintenance.

image-20241113-234559.png

  1. Add a new Staff Member with relevant details

  2. Once the Staff is created, they would be assigned an ID

  3. Now go to Other Tab and fill out the Network Login field with their Staff Email Address

image-20241113-235148.png

  1. Once this is field, go to Group/User Security Maintenance

  1. Click on Users Radio Button > New User

  1. In the New Users pop up screen click on Use Existing ID and enter the ID of the Staff Member
    and click Next

  1. In a new Pop up select the correct Staff Member and click on Use This Person

  1. Enter their NetworkLogin email as the Login Name
    and click Finish

  1. Lastly, add Groups to the New User as needed.

  1. Test their Login from the SynMain link.

 

FYI - Setting up a staff in Staff Maintenance also create a new Community Member in Community Tab with the same ID and NetworkLogin Field