Configure  User Permissions to Archive Inactive Files (Archive Tool)

A user must have the required permissions assigned in their user account in order to archive inactive client files using the archive tool.

To configure the required permissions:

1.  Go to the Menu at the top of the page, go to the System section, and select Staff.  This will bring you to the central list employee records (user accounts).

2.  Open the desired user account and use the Next button to go to the Permissions page.

3.  Go down to the Administration category of permissions and select Access Tools.

4.  Save and close the record.