SchoolFunds Online Support Portal

District users can manually add other users from the same district in the Users area. This is useful when new staff members join the school district and require quick access to KEV applications, or if a new staff member was missed in a batch user import .

Before you begin

• This article refers to the Users experience within SchoolCash Accounting and SchoolFunds Online. If your district uses the legacy User Maintenance experience previously available with KEV applications, see District Level - How to Use User Maintenance (August 2013) .
• Only District Users can perform the steps in this article.
• To see how to import a batch of new users, refer to Import new users in batch .

Add a new user

1. Open the Users area

After logging in, navigate to the Users area:

• In SchoolCash Accounting, click USERS in the left navigation.
• In SchoolFunds Online, click ADMIN > Users.

2. Begin by clicking + ADD NEW USER

3. Enter account details for the new user

Complete the User Details fields, including user ID (username), First Name, Last Name, Status (Active/Inactive), and a valid, district-issued Email.

4. Select a role for the new user

Choose a role based on the roles available in your district’s KEV applications.

1. Click + ADD ROLE in the User Access area.
   
2. Open the Role menu and select one from the list of roles in your district’s KEV applications.

5. Assign the new user to one, many, or all schools in the district

1. Click the pencil icon next to Schools.
   
2. A list of all uploaded schools from your district appears.
   
   • To add the user to a single school, select that school's checkbox.
   • To add the user to multiple schools, select checkboxes for each school.
   • To add the user to all schools in the district, select All Schools. Selecting All Schools automatically includes the user if additional schools are created in the future.
   • Use the Search area if your district has a large number of schools.
3. Click SAVE.