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FAQ: How do I add a new user at my organization for access to the School Accounting System?

If you have a new user at your organization that needs to be set up with access to the School Accounting System, the steps to set up the new user will be different, depending on whether your organization utilizes the School Accounting System-Online version or has the School Accounting System installed locally.

For organizations utilizing the School Accounting System-Online version, two different user IDs will need to be defined for the new user.  First, an online user ID is required for logging into the online environment and will need to be set up for the new user.  To define the online user ID for the new user, contact Customer Support as an online user ID must be added by Software Unlimited, Inc.  Second, a user ID for logging into the School Accounting System will need to be set up for the new user.  To define a new user ID for logging into the software, a user who is defined with Supervisor rights to the School Accounting System will need to add the new user within the User Security option (accessed under the User Controls icon on the main screen of the School Accounting System) and select the appropriate rights the new user will have to the various modules, options, and reports.

For organizations with the School Accounting System installed locally, only one user ID needs to be defined for the new user, which will be utilized when the new user logs into the School Accounting System.  A user who is defined with Supervisor rights to the School Accounting System will need to add the new user within the User Security option (accessed under the User Controls icon on the main screen of the School Accounting System) and select the appropriate rights the new user will have to the various modules, options, and reports.

For detailed instructions on adding a new user within the User Security option, refer to the Adding a User topic in the Help File, or click here to request the recording of the User Security Webinar.  For additional information for logging into the School Accounting System, refer to the Logging into the School Accounting System topic in the Help File, and click here to access the School Accounting System-Online Login and Helpful Information handout.