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Setting Up Office Users

This article explains how you can create logins and set privileges for users that require access to the desktop Clik Cert software.

To see how to set up field users, please see this support article.

To set up a new user, go to View > Staff.

clik cert view menu drop down, staff

Here you will be able to view all your staff. Office users are indicated by the building icon in the staff list:

office user icon

In the staff screen, click ‘Add Staff Member’ and select ‘Add office user’ from the drop-down.

adding office users

You will then be prompted to add the staff details, along with a password for that user.

staff member name and password

You can then add further details in the ‘Details’ tab. Tick on the ‘Office User’ box to allow the contact to be able to log into the desktop office mode.

user details, office user tick box

Then, go to the ‘Privileges’ tab to set what the user can access.

user privileges list

Click ‘Save’. You will then be prompted to perform a sync with the cloud to confirm any changes.

save staff user details

You will then be able to log into the office software with this user. Go to File > Login to switch users and select the new contact from the dropdown.

Clik Cert

Clik Cert

Staff & Users

Setting Up Office User Signatures
Clik Cert

Clik Cert

Staff & Users

Setting Up Privileges for Users

Staff & Users

  • Setting Up Office Users
  • Setting Up Office User Signatures
  • Setting Up Privileges for Users
  • Setting Up New Field Users
  • Setting Up Field User Signatures
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