Personnel Summary Screen
Page last updated: 12th October 2022
Use the guide below to find out more about Personnel Contact Cards and how to access the Personnel screen.
Please refer to the relevant guides if you want to add, edit, or remove personnel OR view/edit your client details:
Contents
Personnel Contact Cards
Every user registered to your organisation has a Personnel Contact Card. These are viewable in the Personnel section of the Client Details tab.
| Title | Text Displayed | Description |
|---|---|---|
| Name | User's Name (e.g. Joe Fisher) |
The user's full name and title. |
| user@email.com | The user's email address. | |
| Main Phone | 01 234 5678 | The user's primary phone number. |
| Last Log On | DD MMM YYYY HH:MM (e.g. 01 Jul 2022 12:00 PM) |
The date and time the user last logged on. |
| User Roles | ||
| Admin | Electronic Reporting | Indicates the user is an ER Administrator. |
| Manager | Areas (e.g. ACE, LFR, etc.) |
Indicates the areas where the user is a Manager. |
| Viewer | Areas (e.g. ACE, LFR, etc.) |
Indicates the areas where the user is a Viewer. |
| Contact | Areas (e.g. ACE, LFR, etc.) |
Indicates the areas where the user is a Contact. Users authorised as Contacts receive all correspondence for their assigned areas. |
| You'll find more detailed information about User Roles on the Registering page. | ||
| Status | Active | Indicates the user's profile is active. |
| Inactive | Indicates the user's profile is inactive. Removing all authorisations for a user makes them inactive. |
|
|
Pending Approval |
Indicates the user's profile needs to be approved. | |
| Back to contents | ||
Accessing Personnel
| Step | Description |
| 1 | Click the Client Details tab to begin. Note: You must be signed into FishServe and authorised under a client number to do this.  |
| 2 | The Client Details screen will display. Click Personnel in the side-menu.  |
| 3 | The Personnel screen will display. Note: Please refer to the Personnel Contact Cards section for more information.  |
| 4 | Use the Filters to quickly filter users by:
 |
| Back to contents | |
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Additional Resources
Please contact the helpline on 04 460 9555 or use our online contact form if you have any issues or questions.