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Tip

When adding a new Office Staff person, you will be automatically prompted to set up their user security for the system.

Adding

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Employers and Participants via Web Applications

Employers and Participants can also be added to the system via the online web applications. (Cloud only)

Note

If a person is added via Employer Inquiry or Participant Application, do not also manually add them to the Relationship Management Module.

Make them "Potential" from the Inquiry or Application screen to add them into the Relationship Management Module and maintain a link between the new person and their original application.

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