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Staff members are used to recognise the person who is using the system (throughout IRIS PTP ) and to record time an expenses against individuals within Time & Fees.
To change the information for an existing staff member:
Log into System Maintenance.
Select Staff.
Select Staff maintenance.
Highlight a staff member.
Click View.
or alternatively,
Log into the Time or Fees Ledger.
Select File and Staff.
Highlight a staff member.
Click View.
If you have just created a new staff member and clicked on the OK you will be also presented with this screen.
This screen contains the basic information for an existing staff member, for instructions on creating a new member of staff click here.
Staff ID
The Staff Identifier is the code the staff member/user will be recognised by when using the making postings and using the system. The identifier must be unique and should have some relation to the staff member for easy recognition. The most common use for an identifier is the staff member's initials.
If you change this identifier, all information in the system relating to the staff member will be transferred to the new identifier automatically.
To change the Staff Identifier, on this screen:
Click Advanced.
Select Change Identifier.
Enter the new identifier (this must be unique).
Click OK.
It is recommended that the staff member's initials are used as the Staff ID.
Staff Details
The 1st Name(s), Surname and Initials are used throughout Time & Fees reporting, it is therefore important this information is completed.
Properties
Is allowed to log into the system
If you want this staff member to be able to use any of the IRIS PTP software, this option must be ticked. If the staff member is only on the system to have time recorded, there is no need to tick the option. If this option is ticked you will have to assign a Staff Group as described below.
Has 'super user' permissions
A super user has highest access privileges in IRIS PTP . However, Time & Fees does not use this option for controlling access internally. All permissions for Time & Fees are set under Staff Allowances.
The other IRIS PTP software requires staff to be 'super users' for particular activities, please see the documentation for each for more information.
Is partner in the firm
If this user is a partner, select this option. This staff member will then be available for being made responsible for other staff and clients.
Staff Group
The Staff Group is used throughout IRIS PTP to control the level of access (if any) the user has to the various IRIS PTP programs. For more information on the access rights available and instructions on setting up and changing groups see Staff Groups in the IRIS PTP System Maintenance help documentation.
If this user is allowed to log into the system, ensure a Staff Group is selected that will allow the user to access Time & Fees. The Staff Allowances Help Topic contains information about setting and changing permissions within Time & Fees.
If you have changed any information on this screen click Save.
Click here for the help topic on setting Staff Links.