πNote:
Only the Master User of an establishment can add new or existing users to the software. Upon logging into the Finance product, in the top right, click the person icon and you should see User Accounts.
If you can't see the option, you won't be the Master User for the account and would need to either contact them or the Support Desk to confirm who this is.
Once you're in User Accounts, you can start adding a user:
To open the new user field, click the blue plus icon.
Enter the first name, surname, and email address.
Click the Products symbol and you can see the available Access Education products.
Click Select then click Edit.
Select the Access Type then click Confirm.
Click Save then click Save.
Add existing users
To reveal the Add Existing User tab, click the drop-down arrow.
Enter the email address in full then click Find Existing User.
Repeat steps 3 to 6 above.
You then need to assign a User Access Profile to the new user once they're set up on the system. If you're using Access Evo, please follow this article.
