How to build a new User in ASPIRE v5

See Attachments for more information:
1. BASIC version of these instructions with screenshots.
2. DETAILED version of these instructions with explanation of all fields.
3. Video that walks through building a new user in Detail.
Click
Here for the hour-long Video.
BASICS:
1. Build a new Account (0:07 in video)
2. Fill out the Login screens for that user, which will assign them to an existing Security Profile (4:06 in video)
3. If the user needs to be able to process Payments, configure their user into the Admin > Cash Management screen (40:03 in video)
Related Articles
How to build a new Finance Company
Please refer to the attachment. There are instructions provided for Global Level setup as well as for Finance Company Level setup. This article was created with the perspective that the ASPIRE v5 site has already been initially configured, and the ...
DocuSign Integration User Guide
Please see Attachments to download the guide. This article is the holding place for the most recent version of the ASPIRE v5 - DocuSign User Guide. Throughout the Knowledge Base there are also individual articles on relevant topics related to this ...
How to remove/deactivate an old ASPIRE user?
The appropriate way to remove a user's ability to log into ASPIRE is to simply deactivate their account. That way if they ever do return, you will not have to worry about rebuilding a user and they'll be set up with the exact same access they had ...
Error When Opening Document Templates in Aspire
Example of Error: How to Resolve: 1. Open the Control Panel, locate Office, right-click and select "Change". 2. Make sure that the "Add or Remove Features" is selected and click "Continue". 3. Expand "Office Tools". 4. Make sure that "Actions .NET ...
ASPIRE 5 x License Upload
In the following directions, you will be updating the ASPIRE v5 license. Before proceeding, ensure you have a valid license text file provided by LTi Technology Solutions. 1. Open Aspire and then click, Sign in. **Please make sure you are signing ...