RDA Systems Inc

Customer wants to Add a new user. Make sure requestor is Finance Dr or HR Dir. Ask for:

Name

Email Address

phone number, ext

modules 

copy from another user?

Create New User:

1. System Administration

2. Security

3. User Profiles

4. click + button

5. give it a user ID (jsmith)

6. email address

7. phone number

8. enter first name in  CYBERSUPPORT Web Login name. All caps

9. enter password: 123qwe (this is cybersupport password)

10. create new contact in Freshdesk: checking active box, and filling in job title. If new user is replacing another individual uncheck prior individual's active and primary boxes making sure any box or role in comments is reassigned. 

11. go back to RDA

12. turn on Browse List Label and Edit Text Browser

13. Ask customer about flags on Department/Suit tab

14. Do not create User Directory!!

15. Save

Add Security

1. System Administrator

2. Security

3. Copy Security Profile (must use active user id to do the copy -- cannot use deleted user id even if you un-delete it)

4. select To and From

5. Compare each tab on the copied profile to the new profile.  Some information is not copied using the Copy Security Profile function.

Assign Work Groups - allows to see E-Documents

1. System Administrator

2. Security

3. User Profiles

4. select User

5. Assign Work Groups

6. by User

Customer only wants certain modules

1. System Administrator

2. Security

3. User Profiles

4. select User

5. Module Security

6. review each Module and turn on/off for each hidden module, check all boxes but leave Execute Functions false

Set up a password / email user:

1. System Administration
2. Security
3. Maintenance
4. Set WT Password
5. MUST range on User Identification (put username here)
6. New Password: password
7. click cog wheel
8. email user with username and password, include instructions on how to reset password (cog wheel at top-right of home screen) and if a new user include links to the RDA file and Open RDA navigation

For View only:

1. System Administrator

2. Security

3. User Profiles

4. select User

5. Module Security

6. Turn OFF the Delete and Write Flags and SAVE.

To inactivate a user:

The only way to inactivate a user is to delete them.  After deleted, we cannot reactive a user or copy their access (Add Security step). Before inactivating, ask if there is a new user replacing the prior user and create the new user first, copying the prior user’s access, then deleting the prior user. 

1. System Administrator

2. Security

3. User Profiles

4. select the user

5. view

6. check Delete

7. Save

To reactivate a user:

We cannot reactivate a user or copy their access after they have been inactivated. 

Adding Permissions (school within the county)

1. System Administrator

2. Security

3. User Profiles

4. select the user

5. View

6. Department Site

7. Load Department

8. Add Contact Information

9. Save

Remote User with Custom Security:

     Ask STACY !!

ARCHIVE = FAST/E-docs

BNKREC = Bank Rec

BFTMGT = Benefit Mgt

BUDPREP = Budget Prep

EMPABS = Employee Absentee

FINMGT = Financial Mgt

FIXASS = Fixed Assets

LVEMGT = Leave Mgt

OPENSS = Employee Self Serve

PAYROLL = Payroll

POSTRK = Position Tracking

PRSNNL = Personnel

PURORD = Purchase Orders

SUBMGT = Substitute Mgt

TIMEMGT = Time Mgt

VENPMT = Vendor Payments

How do you access PO Sites and see approvers to copy? 
Purchase orders> setup> po sites  

How to give one of client's employees access to a code?
Go to that Exp Acct Code in Financial Mgt, select it, make employee the Account Manger and Save.

How to add access to download files and save in E-Docs?

Security profile > Select User > Module Security > ARCHIVE > Select Write Data box and click Save.

How to check what access someone has?
They will have whatever they are the account manager for and whatever the supervisor who is on their security profile is the account manager for.  Verify by FIN, query, exp acct master, accounts, range user id 

How to give user access to create ticket (box) in Freshdesk?
Security profile: CYBERSUPPORT Web Login: (FIRSTNAME), Web Password: 123qwe, Save.
They won't need to change login password, etc.   

Check Printing Check Permissions (When user can’t print checks)

1. Pull up a user in security that already has the access set up.

2. Go to the Signatures tab and the appropriate signature file field.

3. Copy the signature file data to the user’s profile that cannot print.

4. Since the password is hidden, make a temporary change to the user that already has access to print on the password field, such as remove the last character of the password and click on cancel.

5. The error box will show the original and changed password. Copy the original password (exclude brackets) and save in the new user's password field and click save.

6. Be sure not to save changes on the original user's profile

Check Signatures Dual Authorization

This setup is when a user must authorize users to print check with signatures.  Commonly might be the treasurer who would be the person who authorizes users.  Signatures are double-encrypted.

Signature creation google doc for security setup:  https://docs.google.com/document/d/17lcaleWK5Wc7yqRzP27UKDrI-vvKwj5ENLGJ2214kjg/edit?tab=t.0#heading=h.8weuq2l1wl95

The authorizer would need to log into RDA signature approval screen. This example is for Patrick County.

1.  Approver selects how much time the user has to print the check by adding the time in the Allow Time field.

2.  Approver selects the module for the appropriate user.

3.  User goes to the print check program and prints the check using the normal process and signatures will print on the check.

4.  Approver can revoke the user's signature printing by checking the REVOKE APPROVAL  box.

Security screen for printing checks with signatures:

Security screen for allowing approving checks: