How to Set Up a New User Account for a Staff Member

In addition to managing access rights an permissions for staff, a key responsibility of the organization administrator is setting up user accounts. A user account gives staff users access to your site. This topic shows you how to set up a new user account for a member of your staff.

You must have Organization Admin access rights assigned to your login credentials to perform this task.

1. Click to display the Staff List page.
2. In the staff list, select the link under the desired staff member’s name to open his or her staff record.
3. Select the Assignments tab. Then, click to put the record in edit mode.

4. In the Additional Information panel on the left, complete these steps:

1. In the Username field, type the staff member's user name.
2. In the Email Address field, type the staff member's email address.

3. Click .

A message is displayed, prompting you to reset the password.

4. Click to confirm.

The system sends an email with a temporary password to the staff member.

The staff member will be prompted to change the temporary password after logging in to ParishSOFT Family Suite.

5. Click to save the change and exit the record.

Related Topics

About the Staff List Page

Best Practices for User Account Management

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