Individuals

Adding Individuals

Giving Access:

To give access to a user select Person icon on the right side of the individuals make. This allows you to assign positions to other individuals and give them access to view selected accounts

1.Enter email address

2.Enter a password

3.Select Role (see Role Guide)

4.Enter Expiration Date (date user should no longer be able to access the program

5.Select the accounts you wish this user to have access to view the Account Statement/Account Activity Reports for.

To remove a users access, select the Remove Login button

Your individuals screen will show all uses that have access and what role is assigned to them. If the role is Green the user is current, if it is Red the user is expired.

List of Roles and Capabilities:

President: Treasurer:

Change own Username/Password Can access all PTAEZ features

Can assign roles to any Assign roles to any

Can review all reports under Reports Tab

Can utilize the Bulk Mailer Auditor:

Can access Individuals Can review all reports under Reports Tab

Can access Officer/Board Member Contact Can utilize the Bulk Mailer

Can access “Out PTA”

Can manage Webstore Financial Secretary:

Unit Assistant: Change own Username/Password

Change own Username/Password Can Write/Record Receipts

Can Write/Record Receipts Can review the reports

View Deposit History Generate Financial Secretary Report

Can review all reports under Reports Tab Category History Reports (for those Categories selected when role assigned)

Can access Fundraisers/Programs Tool Generate Budget to Actual

Can access the Budget and Budget to Actual Report Can access Fundraisers/Programs Tool

Can utilize the Bulk Mailer

Can access Bank Reconciliation History

Can Import Members/Individuals

Can access Item Admin

Can access Webstore Admin

Can access Individuals

Can access Membership Management

Can set up Vendors

Can manage Webstore

Event coordinator:

- View/edit Fundraisers and Programs (all), to include generating a Fundraiser/Program Activity Report for any or all.

- Generate an Item Sales report.

- Write New Receipt (no deposit recording)

They will not be able to see these reports:

- The Financial Report

- Financial Secretary's Report

- Treasurer's Report

- Income Statement

- Balance Sheet

- Transactions

- Transactions Summary

- Trial Balance

- Tax Worksheets

- Deposit History

- Bank Recon History

- Budget

- Budget to Actual

Individuals- Merge

Note: Merging Individuals CANNOT be undone. Be very careful when Merging Individuals.

Individuals- Adding Groups