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Chapter: Admin Activities >
8.2. Individuals
To view Individuals tutorials, use the link below:
Click Here
Admin > Individuals
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Adding Individuals
1.Click “Add New Individual” on the bottom of the module.
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2. Choose the “type” of individual you are adding. There are 4 types:
a.Student
b.Parent
c.Teacher
d.Other (this is a “catch-all” for everyone who does not fit into the other types)
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3. Fill out the required information in the first info tab, and any other desired information on the Address Info, or Additional Info pages, respectively.
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4. Click “Save” to save this entry.
Giving Access
To give access to a user select Person icon (Create/Change Login) in the Action Tools. This allows you to assign positions to other individuals and give them access to view selected accounts
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1.Enter email address
2.Enter a password
3.Select Role (see Role Guide)
4.Enter Expiration Date (date user should no longer be able to access the program
5.Select the accounts you wish this user to have access to view the Account Statement/Account Activity Reports for.
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*Note: To remove a user’s access, select the Remove Login button.
Your individuals screen will show all uses that have access and what role is assigned to them. If the role is Green the user is current, if it is Red the user is expired.
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List of Roles and Capabilities
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Treasurer
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President
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Auditor
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Financial
Secretary
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Unit
Assistant
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OC
Admin
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OC
Reporting
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Member
Manager
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Checks
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Can Write/Record Checks
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X
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Can Print Checks
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X
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Receipts
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Can Write/Record Receipts
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X
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X
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X
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Can Make Deposits
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X
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Can See Deposit History
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X
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X
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X
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Ledger Tools
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Balance Adjustments
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X
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Category List
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X
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NSF Checks
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X
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Reports
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Financial Report
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X
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X
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X
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X
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Financial Secretary's Report
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X
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X
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X
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X
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X
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Treasurer's Report
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X
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X
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X
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X
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Fundraisers/Programs Report
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X
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X
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X
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X
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Checks Report
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X
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X
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X
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X
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Bank Ledger
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X
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X
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X
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X
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Budget to Actual
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X
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X
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X
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X
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X
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Income Statement
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X
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X
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X
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X
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Balance Sheet
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X
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X
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X
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X
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Trial Balance
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X
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X
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X
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X
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Category History
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X
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X
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X
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X
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X
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Category Group History
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X
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X
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X
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X
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X
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Category Activity
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X
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X
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X
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X
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X
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Transaction Detail
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X
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X
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X
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X
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X
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Transaction Summary
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X
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X
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X
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X
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X
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NSF Checks Report
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X
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X
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X
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X
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Item Options
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X
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X
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X
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X
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Item Sales
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X
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X
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X
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X
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Donations Report
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X
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X
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X
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X
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Item Summary
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X
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X
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X
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X
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Inventory Report
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X
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X
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X
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X
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IRS Form 990
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X
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X
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X
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X
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IRS Form 990ez
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X
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X
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X
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X
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State Worksheet
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X
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X
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X
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X
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Tools
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Budgets
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X
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Fundraisers & Programs
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X
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X
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Bulk Mailer
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X
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X
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X
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X
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X
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X
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Bank Reconciliation
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X
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Bank Reconciliation History
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X
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Import Members
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X
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X
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X
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Admin
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Item Admin
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X
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X
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Individuals
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X
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X
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X
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Can Change Username and Password
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X
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X
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X
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Can Assign Access to Others
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X
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X
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Limited
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Limited
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Limited
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Limited
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Limited
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Limited
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Officer/Board Member Contact
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X
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X
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X
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Limited
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Document Management
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X
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X
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X
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Limited
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Membership Management
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X
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X
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X
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Tag Admin
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X
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X
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Our PTA
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X
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X
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Vendors
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X
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X
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Web Store
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X
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X
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X
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Merging Individuals
*Note: Merging Individuals CANNOT be undone. Be very careful when Merging Individuals.
1.Choose the “Merge Icon” from the Action Tools column on the line of the individual you would like to keep.
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2. In the “Choose From” column, find the duplicated entries, and click the arrow icon next to each of them to move them over into the “To Be Merged” area. When ready, click “Merge”.
*Note: It is extremely important to note that once a merge has been done, it cannot be undone. This is a permanent action.
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Adding Groups
1.Click the “Groups Tab on the right-hand side.
2.Click “Add New Group” from the bottom toolbar.
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3. Fill out the required information, and use the “New Member” text field to find individuals from your list, and click “Add” once you have found the correct entry.
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Also See: Memberships
Copyright ©2020 Gray Step Software, Inc.
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