You can give any number of Officers access to your PTAEZ/Officer Contact account. Giving access can be done from the Officer Contact Screen or from the Individuals Module:
1. Select the Officer you wish to give access to
2. Select the “Create/Change Login” Button
3. Enter a Username (Email Address required)
4. Assign the Officer a password
5. Assign their “Role” from the drop down menu. *Note: the “Role” determines the level of access to the account.
*For units that do not have the full version of PTAEZ, or those units with the ledger, that want to give access only to Officer Contact, you have two roles to choose from:
· OC Admin - has the ability to add/change and remove Officers, as well as generate reports.
· OC Reporting – has the ability to view all Officers listed and generate reports.
6. Select the “OK” button
7. Once you select the “Ok” button, you will receive a notification from the system informing you that security for that Officer has been updated. Once you receive that indication, notify the Officer that they are able to login to the account with the username and password you just assigned.
