Administering users

If you are an Administrator, you can create new users for Easy PC Accounts. There are three levels of user

  • Administrators – they can carry out any action listed in this documentation
  • Bookkeeper – They can carry out most functions apart from changing the chart of accounts, creating bank accounts and creating new users.
  • Councillor – this is basically readonly access. They can look at transactions, bank reconciliations, etc. but cannot create transactions

In order to create a user you use the Setup menu where you will find the entry Create user (note that this menu is not visible if you are a Bookkeeper or Councillor).

Clicking on the menu brings up a form where you enter the name of the new user, their email address, and the role they will take. Clicking on the Create button creates the user and sends them an email which looks like this

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

We have found that some email software puts the email into Spam and so the Administrator should advise the person added to check their Spam / Junk for the email (we are working on this to try to find the reason).

As administrator you should encourage the new user to follow the instructions and change their password as soon as possible.