Skip to main content

How to set the compliance tasks to run automatically

To set the compliance tasks to run automatically please follow the steps below:

T
Written by Terence Cassidy
Updated over 3 weeks ago

⚠️ Warning: Extreme care and consideration must be exercised when changing anything within the Admin account! Critical processes may rely upon the Admin account having working mail account details and the Admin account being logged into specific sectors, for example. Inappropriate changes leading to reported system issues may be subject to chargeable re-configuration work!

To set this up:

  1. Log in to Access Recruitment CRM as a systems administrator

  2. Click Options and then click Accounts

  3. Click Users

  4. Find the Admin account and click Edit

  5. If the Identity Email field is blank

    1. Add your email address and click Save

  6. If the Identity Email field is not blank

    1. Please contact us via the Access Digital Assistant, referencing the title of this article

Once the eMail has been changed:

  1. Log out of Access Recruitment CRM and Refresh the page

  2. When asked to log in, the user should select to login with the Admin account. If this is not an option clear the cache or press Ctrl+Shift+N on the keyboard.

  3. Once in the Admin account, click My Actions

  4. Click Profile

  5. Click Mail

  6. Fill in the SMTP settings.

  7. Click Save.

Did this answer your question?