PS Financials – Adding a New User

or

Add a user from another school if you are adding users from another school within your MAT/Trust

https://faq.scomis.org/kb13670/

• Log onto the PS Financials Server
• Launch > PS Financials > Administrator
• School specific server Server: psf#######\PSF (this should be populated for you)
• User: PSFAdmin
• Password: school specific
• Once logged into the application expand User Groups
• Right click on the group the user is going into
• The school should advise if they want an assistant or manager creating
• Choose Add User
• Name is the username and should follow your existing convention, i.e. initial from their firstname then surname truncated to 11 characters in total if necessary
• Title is the full name
• Enter a password e.g. ChangeMe1 (the software will make the user choose a new one after logging in)
• Tick to make the user active
• Click save and close

• Log onto the PS Financials Server
• Launch > Apps and Tools > File Manager
• Browse to F:\Public\PSF\Configs
• Double click on PSFSchool to open the file
• • Enter a new line mapping the Hosted account against your new PSF Account
  • e.g. Sam.smith12=SSMITH
  • Close the file SAVING changes

• There is no need to make changes to reporting services permissions, these are school group based and should pick up from the Hosted Account