How to build a new User in ASPIRE v5

How to build a new User in ASPIRE v5

See Attachment for detailed information on each step


BASICS:  
1.  Build a new Account
2.  Fill out the Login screens for that user, which will assign them to an existing Security Profile
3.  If the user needs to be able to process  Payments, configure their user into the Admin > Cash Management screen
    • Related Articles

    • 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 ...
    • ASPIRE Multi-Factor Authentication (MFA) User Guide

      See attached document for complete details.  The attached user guide outlines the process for configuring and using Multi-Factor Authentication (MFA) in version 5.20.32 and beyond in the ASPIRE v5 system.
    • API User Configuration and API Activation

      See the attached document for details.  The attached document goes over the process of setting up an API User and associated Security Profile for accessing the ASPIRE API. This article also provides information on updating the ASPIRE webconfig file ...
    • ASPIRE Sales Tax

      See the attached document for complete details.  1.       Overview The attached document is intended to be a high to medium level overview of standard ASPIRE sales tax calculation, including an overview of tax related configuration, how tax is ...
    • Great Plains Configuration for ASPIRE

      See attached document for complete details.    The attached document covers the required configuration between Great Plains and ASPIRE v5.