Users

Users manages security at the individual user level. Users can add specific users here and assign them to a specific Role. You can also setup access to specific sites, Fund Management accounts, and job rights.

Search and Edit

Enter an User Name in the field.
Select Active or Inactive from the Status drop-down list. The default is set to Active.
Select a role from the Role drop-down list.
To view or edit an existing role, click on the User Name row. A new tab will display.

Add User

Click the link. The Add User form will display.

Enter a user name in the User Name field.
- The user name will be used during log in and will be used to identify items added, changed, or deleted by this user for audit trail purposes.
- User names are definable by their unit ID when logging in and are not case sensitive.
- Once a user name has been created, it cannot be changed.
Enter the first and last name in the Full Name field. This helps identify this user; their full name is not shown within the website.
Enter the user's email in the Email Address field.
Enter the user's phone number in the Phone field.
Select a site from the Select a Site drop-down list. Additional sites can be added on the Sites Tab.
Select the user's role from the Role drop-down list. The Admin can add roles as needed. The following are pre-loaded:
- Admin - This role has access to Fund Management, Payroll, Budget Builder, and System Settings.
- Fund Management - This role has access to Fund Management only.
- Payroll - This role has access to Payroll only.
Access and Role Description are read-only and populate based on the Role selected from the Role drop-down.
Click the button. The User Added message will display.
Click the button.

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School LINQ Help, updated 01/2021