Updating a Staff Member's Role in CCH CPELink

To update these options for another staff member, a user must already have Administrative rights.

• Navigate to the My Account > Firm Account > Firm Staff Members area either through the menu on the top right or in the My Account area:

• Select the Firm Staff Members option:

• Click on a staff member's name to highlight is and then on the "Role" option:

• Select the desired role and click on "Submit":
• Please note the User Role functions:
  • Staff
    • Login and register themselves for any content they have permission to
    • Access any content they are registered for including Self-Study and Webinars
    • Access their personal transcripts in the "My Dashboard" area
    • Create extra transcript items for their personal tracking
    • Update their "My Personal Profile" information including license information
    • Update their individual password or email
  • Assistant
    • Login and register themselves for any content they have permission to
    • Access any content they are registered for including Self-Study and Webinars
    • Access their personal transcripts in the "My Dashboard" area
    • Create extra transcript items for their personal tracking
    • Update their "My Personal Profile" information including license information
    • Update their individual password or email
    • Register other staff members to content (Self-study or webinars)
  • Administrator
    • Login and register themselves for any content they have permission to
    • Access any content they are registered for including Self-Study and Webinars
    • Access their personal transcripts in the "My Dashboard" area
    • Create extra transcript items for their personal tracking
    • Register other staff members to content
    • Update their "My Personal Profile" information including license information
    • Update their individual password or email
    • Create/Remove staff members in the Firm Account > Firm Staff Member area
    • Viewing staff members' transcripts
    • Update a staff members role
    • Administrate Compliance Manager for themselves and for their staff including:
      • Updating a staff member's license information
      • Running any completed CPE reports for a staff member or members
      • Create extra transcript items for their staff
      • Create and Assign "Learning Ladders" to their staff
    • Manage any firm subscription information for their staff including:
      • Allocating premium/self-study bulk hours to a staff member
      • Assigning open firm passes to staff

Please note a Firm can only have 1 Delegated Admin - this would be the individual subscriptions would be tied to.  Otherwise, as many admins as required is possible and all will have the same permissions/rights.