Summary

When you want to add a new user to the Springbrook application, there are three things you will need to do: create a new user account, set up security on the user account, and then create an operator record for the user account if the user will generate receipts in the Cash Receipts module.

Step by Step

1     Create a user record.

• Users log into the application using the user name and temporary password assigned to them when their account is created. Create a new user record in the application using the User Maintenance window (SS> Security> User).
  • NOTE: When adding a new user at an organization that runs on-premise Springbrook from a local server, the new user will use the same user name and password they use to access the organization's network.

2     Set up security on the user record.

• Once a user record has been created, you should set up security on the user record to control what information in the application the user can access. If security has been set up by user group, attach a user group to the user record and the security on the user group will apply.

3     Attach the user record to an operator record if the user is going to create receipts in the Cash Receipts module.

• Only users that have an operator record are allowed to create receipts in the Cash Receipts module. If the user will enter payments and generate receipts using the Cash Receipts module, attach the user account to an operator record. You will also have to set up which workstations the user/operator is allowed to enter receipts.