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

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 ...
    • Configuring an Inquiry Only User in ASPIRE

      To limit a user to having no ability to make changes to ASPIRE v5 data but enable the retrieval of system information the following configuration can be applied to do the following: Provide access to inquiry-only Work Queues Provide access to the ...
    • ASPIRE APR Calculation User Guide

      The functionality available in ASPIRE regarding the calculation of an APR and generating disclosure notification documents is available in the attached user guide. Attachment Contents Overview Configuration Options Application of the US APR in ASPIRE ...
    • Validation Error upon booking Sale Funding: G/L accounts not set up

      What does it mean when I receive the following error when attempting to book a Sale Funding record? This means that the Funding Source attached to the Sale Funding does not have all of its GL Setup populated. How to Resolve: 1. Look up the Funding ...
    • 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.