Do you have a reception desk or office that handles sign-ups and client communication? In ActiveNow you can create separate accounts for receptionists — each with their own login and customised permissions. Your reception team gets access to the system without seeing financial data or school settings.
Enabling the reception module
Go to Settings → General → Additional features and enable Does a reception or an office help you with your work? Then go back to Settings and open the Users tab.
Additional features section with the reception module toggle switched to Yes
Adding receptionists
Once the module is enabled, go to the Users tab. A Receptionists section will appear there.
User permissions tab with the Receptionists section visible
Click Add to open a form where you can enter the person's name, email address, and set their permissions.
An invitation to register in ActiveNow will be sent to that email address. After registering, receptionists will have access to their own panel.
Add receptionist form with fields for name, email address, and permissions
