Logins identify users of HotH and specify allowed actions. Initially, there is one login with unrestricted access and you need to create others and determine what they can do. Customers who are permitted to access their own records using the browser can be allocated a WebGuest login via their customer or contact record.
If you are importing your Logins via CSV load, please consult the Importing and Exporting Guide. If you are adding them manually, please follow the guidelines.
The Supervisor is responsible for the set-up and maintenance of login details. The privilege you assign to a login determines the functions that the login may perform within HotH. Several logins can have Supervisor status, allowing each one the full range of functions and responsibilities.
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