How_do_I_add_a_user_

How do I add a user?

Set up a new user.

 

Webinar: Set up a new user

Learn how to set up a new user, which includes setting up user rights in System Management, setting up the workspace, and adding the user to Cash Receipting. 

 

Before you get started

  • Add the user to the master user table in System Management. See the help topic titled How do I add a new user? in System Management.

 

Adding a new user

1. Open Connect Cash Receipting > Organization > Users.

2. Click New (CTRL+N).

3. Find the field titled User ID and click the Search button at the end of the field.

The Search form displays.

4. Click to select the user name and click OK.

5. Use the Default Workspace menu to select workspace the user will use most often.

6. Click Save (CTRL+S).

The new user is saved.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I add a user ID?

      To log in to Connect and Connect Online, a user needs a user ID. The user ID must be unique for each user. You cannot assign a user ID that was used by a terminated employee without changing or removing the user ID on the terminated employee's user ...

    • How do I add a new user?

      Create a record for a new user. The user can use the same User ID and password to log into the Connect application and the Connect Online web portal. You can set up a user profile to limit user access to Connect Online. Adding a new user 1. Open ...

    • How do I add the User ID, payment type, or payor to the payment description?

      You can set up a category code to add the User ID of the user entering the payment, the payment type, and the payor's name to the payment description on a payment entry. Connect will include the payment description along with the transaction ...

    • How do I add the User ID, payment type, or payor to the payment description?

      You can set up a category code to add the User ID of the user entering the payment, the payment type, and the payor's name to the payment description on a payment entry. Connect will include the payment description along with the transaction ...

    • How do I add the User ID, payment type, or payor to the payment description?

      You can set up a category code to add the User ID of the user entering the payment, the payment type, and the payor's name to the payment description on a payment entry. Connect will include the payment description along with the transaction ...