User Management (FAS)

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• Click Settings on the top menu bar, then select FAS User Accounts and Permissions.

• Select a User or Click “Add User”.

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Add User:

• Create a Username and Password for the user. The user can change their password by going to ‘Settings’ then choosing “Change my password” upon their first login.

• Assign the user a Workflow and an Account Group.
  • The Workflow is typically the user’s department. The Account Group is the group of fund accounts the user has access to view. (See tutorials: Department Account Groups and Department Workflows)

• Select the user’s permissions.

Override Permissions (Optional):

• Click Set Over-Ride Permissions.
  • The User’s Override Password will be the same password they use to sign in to FAS.

• Click ‘OK’ once finished with override permissions.

• Click Save if finished with the new user.

For more user options, continue to the next page…