Add New User screen contains information on VPS Users. Required information is highlighted yellow.

Users must have a role of Administrator to be able to view and access Administration functions.

Step 1

From the Administration menu, select User Maintenance. User Maintenance screen is displayed

Click Add New User button

Add New User screen in displayed. Required fields are highlighted yellow

Enter User ID; must be a valid email address

Enter User's First Name

Enter User's Last Name

note - Start Date defaults to current date, if another End Date is required, click in date field or click on calendar icon to display the calendar. Click on required date to select

note - End Date defaults to Dec 31, 2999. If another End Date is required, Click in date field or click on calendar icon to display the calendar. Click on required date to select

Enter a PIN number for users that will be operating a point of sale (POS) device. PIN must be 1 - 4 digits and unique; no other user in the agency may use the same number

Select a Role for the User by checking the box(es) next to the role. When choosing a role, determine what functions the user will perform in the agency.  A User may have an Administrator role along with one other role (Manager-Supervisor-Clerk) 

• Administrator – Administers users for an assigned agency
• Manager – Agency Supervisor role plus performs End of Day
• Supervisor – Agency Clerk role plus void and issue credits
• Clerk – Enters, inquiries, modifies orders

Available Agencies are displayed in the Available table on the left side.

To add the User to an Agency, click Agency name to select it and click Add button  to move it to the right table.

To add to all Agencies displayed, click the Add All   button.

Selected Agency will be displayed in the right table

Click Save button

Confirmation message that User is receiving an email to activate their user ID is displayed