How to Set Up and Manage Users in SFO 


User Management is used to set up users who should have access to SchoolFunds Online. This screen is also used to revoke the access rights for SFO users, when applicable. 

 


Field Name:  Explanation


User ID:  Setup an abbreviation for the user, such as first initial and last name.


First Name:  First name of user.  


Last Name:  Last name of user.  


Status:  Defaults to Active.  


Email:  Enter the user’s email. The email address is important as the user will receive an activation link and will be able to create their password.


Click on Add Role


Role: Defines the security level of the user.  


Schools:  Select the school where the user will be assigned.  


Type:  Defines the security level of the user. 


District 100:  Full rights to all schools (district office administrators).


Auditor 100:  Access to Audit Functions and reporting for all or selected schools.  When this level is selected, a list of all schools will be displayed.  This user type may access all schools if none are selected initially. 


Auditor 101:   Same functionality as Auditor but without Consolidated Reporting access. 


Principal 100:  Report viewing and printing rights only to assigned school 

(Principals).


Bookkeeper 100:  Full rights to assigned school only (treasurers).


Bookkeeper 101:   Full access to selected schools.   When user level is selected, a list of schools will display.


Bookkeeper 102:  Access to selected functions (checks, receipts, POs, bank recon) at assigned school.  Additional options for this user are to add/edit district vendors and/or district accounts.  Deleting district vendors and accounts is not allowed by this user type.  When user level is selected, a list of functions will display.  



Status:  Change in Inactive if you want to remove access rights of this user.


Click on the Save button to save the user.  


To edit a saved user. start typing the user name in the "Search User" field. When the user displays, click on the 3 dots un the Details column. Once changes have been made, click on the Save button.


A User Listing Report is available by clicking on the Export to CSV button.