Note: For Login Portal (login.shiftsuite.com) and Application access through the Remote Desktop Application, please contact Shiftsuite Support at support@shiftsuite.com and please provide the following:
- Full name
- Email Address
- Shiftsuite Accounting Username
- Shiftsuite Accounting Password
Menu Navigation: System->System Setup->User Control
In User Control you can manage your user accounts and create a new one by:
- Clicking "New"
- Entering in
- User ID (used to sign in)
- Name
- Password
- Default Corporation (this Corporation will open automatically once the user signs in)
- Administrator (allows you to set up the user grating them Administrator access)
- Active (allows you to deactivate the account and reactivate)
- Select Access to modules and features.
- Click on "Corporation Access" Tab
- Click on and select access to all or individual access to
i. Approve Budgets
ii. Approve PO's
iii. To the Corporation itself
iv. Select if the user is a Property Manager (used for the mail merge fields)
v. Building Manager
vi. Or other
vii. Access to manage the Community Websites. - Contact Info Tab
- Enter in Contact information for the user
- Signature Information
- Enter in Signature information for the user
- This information is used when creating Mail Merges and Reports.
- Purchase Order limit that does not require approval in the Purchase Orders Tab
- Set Purchase Order limit that does not require approval
Comments
0 comments
Please sign in to leave a comment.