Setting Up Staff

Use the Staff Profile window to add or edit staff information for all CCH Axcess applications.

The following is a list of the sections that are always available. You may have more tabs based on your firm's license and your assigned rights.

• Profile information. This is where you will enter your staff's general information.
  • See Entering General Staff Information
  • See Entering Staff Address and Phone Information
  • See Entering Staff Administrative Information
  • See Entering Custom Staff Information
  • See Managing Staff Notes
• Assignments. This area allows you to modify the staff's responsibilities.
  • See Assigning Staff to a Team
  • See Assigning Staff to a Security Group
  • See Assigning Staff to Client Access Groups
  • See Assigning Access to Staff Access Groups
  • See Assigning Licenses to Staff