How do I add a user?

Users

Set up a new user.

Contents

Learn how to set up a new user (28m18s). Includes setting up a user in System Management, setting up the workspace, and then adding the user to Cash Receipting. Shows an example of the new user rights in Enter Payments. [MP4] (version 2018.08 or later)

Add the user to the master user table in System Management. See the help topic titled How do I add a new user? in System Management.

1. Open Connect Cash Receipting > Organization > Users.

2. Click New (CTRL+N).

3. Find the field titled User ID and click the Search button at the end of the field.

The Search form displays.

4. Click to select the user name and click OK.

5. Use the Default Workspace menu to select workspace the user will use most often.

6. Click Save (CTRL+S).

The new user is saved.