{"id":3272,"date":"2019-10-07T13:13:26","date_gmt":"2019-10-07T13:13:26","guid":{"rendered":"http:\/\/documentation.easypcaccounts.co.uk\/?page_id=3272"},"modified":"2024-12-26T14:46:51","modified_gmt":"2024-12-26T14:46:51","slug":"administering-users","status":"publish","type":"page","link":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/administering-users\/","title":{"rendered":"Administering users"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">User Levels in Easy PC Accounts<\/h3>\n\n\n\n<p>There are four levels of users in Easy PC Accounts:<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li><strong>Clerk \/ RFO:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Each Council has one Clerk \/ RFO who acts as the principal contact for the Council.<\/li>\n\n\n\n<li>They can create other users and modify their own details but cannot create an additional Clerk \/ RFO.<\/li>\n\n\n\n<li>They have access to all operations listed in the documentation.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Administrators:<\/strong>\n<ul class=\"wp-block-list\">\n<li>They can perform any operation listed in the documentation.<\/li>\n\n\n\n<li>They also have the ability to create additional Bookkeeper or Councillor users.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Bookkeeper:<\/strong>\n<ul class=\"wp-block-list\">\n<li>They can carry out most functions, except for changing the chart of accounts, creating bank accounts, and creating new users.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Councillor:<\/strong>\n<ul class=\"wp-block-list\">\n<li>This role is primarily read-only.<\/li>\n\n\n\n<li>They can view transactions, bank reconciliations, etc., but cannot create transactions.<\/li>\n\n\n\n<li>The Internal Auditor could access the system using the same role as they typically only need view access.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Creating a New User<\/h3>\n\n\n\n<p>To create a new user:<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li>Go to the <strong>Setup<\/strong> menu and select <strong>Manage Users<\/strong>. (Note: This menu is not visible if you are a Bookkeeper or Councillor.)<\/li>\n\n\n\n<li>The form that appears allows you to enter the new user\u2019s name, email address, and the role they will take.<\/li>\n\n\n\n<li>Click the <strong>Create<\/strong> 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.<\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Dear Michael<\/p>\n\n\n\n<p>This is an automated email sent at 13:43:02 on 07th October, 2019 on behalf of Ambridge Parish Council.<\/p>\n\n\n\n<p>You have been added as a Councillor for Easy PC Accounts.<\/p>\n\n\n\n<p>Your user name is the email address to which this message has been sent<\/p>\n\n\n\n<p>Your temporary password is<\/p>\n\n\n\n<p>B6L6OE!mMvNM<\/p>\n\n\n\n<p>We suggest that you log in and change it as soon as possible.<\/p>\n\n\n\n<p>Please do not reply to this email &#8211; contact your administrator if you have any problems<\/p>\n<\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\">Important Notes for Administrators<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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. <\/li>\n\n\n\n<li>Encourage the new user to follow the instructions in the email and change their password as soon as possible.<\/li>\n\n\n\n<li>For changing the details of the Clerk \/ RFO, refer to the special procedure outlined below.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Administration of the Clerk\/RFO contact details are available <a href=\"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/change-clerk-rfo\/\">here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>User Levels in Easy PC Accounts There are four levels of users in Easy PC Accounts: Creating a New User To create a new user: 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 &hellip; <a href=\"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/administering-users\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Administering users&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3272","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/3272","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/comments?post=3272"}],"version-history":[{"count":11,"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/3272\/revisions"}],"predecessor-version":[{"id":3532,"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/3272\/revisions\/3532"}],"wp:attachment":[{"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/media?parent=3272"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}