How do I add a user?

Users

Set up a new user.

Webinar: Set up a new user

Learn how to set up a new user, which includes setting up user rights in System Management, setting up the workspace, and adding the user to Cash Receipting.

Before you get started

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.

Adding a new user

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.