HOW TO SET UP REGIONAL MANAGERS

                                                                                                                                                         
A Regional Manager is an account manager who has access to multiple accounts. Regional Managers can create "Authorized Office Staff Users" within specific accounts. This feature gives the Account Manager control over who can delete or modify certain records within their office. A future feature from this change will create accountability, and allow certain documents that are created, to show which office staff member created them.

Regional Management is set up in the administration portal under access options. Admins are able to create multiple regional managers who each have access to different accounts; All of which are customizable by the administrator.



For any questions regarding the above, please contact support@destinypatrolsoftware.com for assistance.