Administering users

User Levels in Easy PC Accounts

There are four levels of users in Easy PC Accounts:

  1. Clerk / RFO:
    • Each Council has one Clerk / RFO who acts as the principal contact for the Council.
    • They can create other users and modify their own details but cannot create an additional Clerk / RFO.
    • They have access to all operations listed in the documentation.
  2. Administrators:
    • They can perform any operation listed in the documentation.
    • They also have the ability to create additional Bookkeeper or Councillor users.
  3. Bookkeeper:
    • They can carry out most functions, except for changing the chart of accounts, creating bank accounts, and creating new users.
  4. Councillor:
    • This role is primarily read-only.
    • They can view transactions, bank reconciliations, etc., but cannot create transactions.
    • The Internal Auditor could access the system using the same role as they typically only need view access.

Creating a New User

To create a new user:

  1. Go to the Setup menu and select Manage Users. (Note: This menu is not visible if you are a Bookkeeper or Councillor.)
  2. The form that appears allows you to enter the new user’s name, email address, and the role they will take.
  3. Click the Create button to generate the user. This action also sends an email to the new user with a temporary password, which is a random series of characters.

Dear Michael

This is an automated email sent at 13:43:02 on 07th October, 2019 on behalf of Ambridge Parish Council.

You have been added as a Councillor for Easy PC Accounts.

Your user name is the email address to which this message has been sent

Your temporary password is

B6L6OE!mMvNM

We suggest that you log in and change it as soon as possible.

Please do not reply to this email – contact your administrator if you have any problems

Important Notes for Administrators

  • Some email software may place the email into Spam. The Administrator should advise the new user to check their Spam/Junk folder for the email.
  • Encourage the new user to follow the instructions in the email and change their password as soon as possible.
  • For changing the details of the Clerk / RFO, refer to the special procedure outlined below.

Administration of the Clerk/RFO contact details are available here.