Accounting - Adding/Editing A User

Adding a User

Navigation: System > System Setup > User Control
Purpose: Creating or Modifying Shiftsuite Accounting Users. 

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In User Control, you can manage your user accounts and create a new one by:

• Clicking New and entering in:
  • User ID (used to sign in)
  • First and Last name of User
  • Desired Password
  • Default Condominium (This Condominium will open automatically once the user signs in)
  • Administrator Access (grants Administrator permissions)
  • Check the Active box (allows you to activate and deactivate the user accounts)
• Select the User's Rights to access modules and features.

• Click on the Corporation Access Tab
  • Enable the desired permissions to:

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    • Condominium Access
    • Approve Budgets
    • Approve and Complete Purchase Orders
    • Assign the User as the Property Manager (this is used for the Mail Merge fields)
    • Assign the User as the Building Manager
    • Other
    • Grant access to the Community Websites

• Contact Info Tab
  • Enter in Contact information for the user
• Enter the Signature information for the user
  • This information is used when Generating Mail Merge Letters and Running Reports.

• Enter the Purchase Order Limit
  • Set a Purchase Order limit (does not require approval)
    • Unlicensed Property Manager ($500.00)
    • Licensed Property Manager ($2000.00)

• Once completed, ensure you Save the changes.

IMPORTANT NOTE: If this is a New User Creation, ensure you send the required User Credentials (User ID, Full Name, Assigned Password, Email) to Shiftsuite Support ([e-mail]) to create and connect the remainder of the User Accounts, depending on the Shiftsuite products used.

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Editing a User

Navigation: System - System Setup - User Control
Purpose: To manage User access

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Shiftsuite Accounting Admins are able to quickly and easily reset user passwords.

• Navigate to the User Control module

Once there you can edit the user's password by simply typing the new password, then again in the confirm password section.

NOTE: We recommend testing the credentials after saving to ensure they are working as expected.

Be sure to click Save when done.