Creating Client Staff Accounts for Hosted Env

Modified on Mon, 20 Apr at 12:48 AM

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

image-20241113-235415.png
  1. Click on Users Radio Button > New User

image-20241113-235635.png
  1. In the New Users pop up screen click on Use Existing ID and enter the ID of the Staff Member
    and click Next

image-20241113-235831.png
  1. In a new Pop up select the correct Staff Member and click on Use This Person

image-20241113-235948.png
  1. Enter their NetworkLogin email as the Login Name
    and click Finish

image-20241114-000205.png
  1. Lastly, add Groups to the New User as needed.

image-20241114-000351.png
  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

image-20241114-002256.png

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article