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Creating financial users

 

The first step in setting up your SchoolInsight Financials system is adding users. Any employee who needs to view or edit information in the Financials module (e.g. the budget, payroll, accounts payable, accounts receivable) should be added as a Financials User.

Users can be copied from the employees that already exist in your district or created as entirely new employees. Each user has individual permissions, so the person in charge of budgeting may not have the permission to create new employees or to view payroll.

To add a Financials user:

  1. Go to Financials Main > Setup > Financial Users
  2. Edit or Create User
  3. If the user has already been created in SchoolInsight, choose Use existing employee, search for their name, and select the user
  4. If the user has not already been created in SchoolInsight, choose Create a new employee and fill in their information
  5. Assign permissions
  6. Save

Read more about how SchoolInsight and Financial employees are linked.