Individual Not Recognized as an Administrator
WCONLINE recognizes an administrator by the email address that the individual uses to log in to the system. If a staff member is unable to see administrative options after logging in, then that does mean that the staff member is not logging in with an email address that matches an email address listed as an administrator.
To address this, first search for the individual in Client & Record Management. Then, make note of the email address that the individual is using to log in to WCONLINE. Next, go to Administrative Access Management in your Welcome menu and click the “Add New” button at the top of the page. Add the email address that you found in Client & Record Management to the list of administrators.
If you’re unable to find the individual in Client & Record Management, then that means that the individual hasn’t yet registered for an account on your WCONLINE site. Just as you had to do when you first began using WCONLINE, all individuals do have to fill out your registration form in order to create an account on the system. This is done by following the “register” instructions on the login page for your WCONLINE site. Alternatively, you can create an account for someone by using the “Add New Client” link from the “Area Tools” menu in Client & Record Management.
Once the individual logs in with an email address that exactly matches the email address listed in Administrative Access Management, they’ll be immediately recognized as an administrator by WCONLINE.