How do I add passwords for research tools etc?

There are two ways of adding passwords for software within Client Care Desktop

  • By user
  • By Company

By User

These password can be found within Setup> Staff List> User> Passwords

Under each tab you can add passwords for Research tools, quotation portals, document management systems and suitability software.

Once you add your logon details, click 'I> Set password' to save.

By Company

These passwords can be found within Setup> Technical> Passwords

Here you can enter details for Modular Website & Quotations. The scanning tab only gives you a view of what has been set in the Staff List.