Creating Office Admin Accounts

Office Admin accounts are office staff accounts that include additional permissions to Office Admin. Office Admin permission can be granted by a Client Admin account.

To Authorize an Existing Account with Office Admin Privileges

1. Click Manage Users.
2. Search for the staff account you want to upgrade to an Office Admin account. 
3. Once you have located the staff account, click the gear button in the Manage column and select Office Admin Authorizations.

   

4. Under Office Admin Authorizations:
   • If you have an existing staff account you'd like to copy office admin authorizations from, use the Copy authorizations from another user box to search for the existing account, then click Copy.

   OR
   

   • Search for the office name and address and click the matching result to select it and select Add. Continue this step until all offices are added to his or her profile.

   

5. Click Save Changes. The staff account will now have Office Admin access.

To Create a New Office Admin Account

1. Click Manage Users.
2. Click the Add New User button. Select Office Staff in the pop up

   

3. Type the staff person's email address in the Email field.
4. Click Search.
   • If an account exists associated with that email address, you'll be able to view their profile information.
     
     OR
   • If an account does not exist, click the Create New Staff button that now appears on your screen.
5. Under Profile Information, type the staff member's first name, last name, and email address. For clients that use single sign on to access par8o, check the box next to "Do Not Send Account Creation Email". 
6. Under Office Affiliations:
   • If you have an existing staff account you'd like to copy office assignment from, use the Copy affiliations from another user box to search for the existing account, then click CopyOR
   • Search for the office name and address and click the matching result to select it and add it to the staff person's profile. Continue this step until all offices are added to his or her profile
7. Under Office Admin Authorizations (Optional):
   • If you have an existing staff account you'd like to copy office admin authorizations from, use the Copy authorizations from another user box to search for the existing account, then click Copy

   OR

   • Search for the office name and address and click the matching result to select it and click Add. Continue this step until all offices are added to his or her profile.

   

8. Do not select anything under the Client Admin Authorization (Optional) section.
9. Click Save.