Click here to find common queries and tasks in Infocare
This screen is accessed via the "Add" or "Modify" buttons. If you do not wish to make any changes, simply click the "Cancel" button. If you are adding a new record, fill in the fields and click the "Update" button. If you are modifying the record, make the changes you require and click the "Update" button.
Username
Enter the person's name into this field. When the user logs into the system, this will be the "Username" they will have to enter. This field is not case sensitive.
Password
As for the above. This will be required when the user logs into the system. Note that the password must be a minimum of 6 characters, and at least 2 of these must be numeric digits. For example, valid passwords are:
Fred56
5fred6
567fred
The "Password" field is case sensitive. For security reasons, the actual password will not be displayed whilst you are entering it.
Initial passwords will expire the very first time they are used. This will force users to create their own secret passwords rather than one that has been allocated by a system administrator.
All passwords will expire automatically every 90 days. When a password has expired, the user will be required to enter a new password when logging in. As a reminder, please DO NOT allow Windows to remember passwords or write them down as this is bad practice and defeats the object of security.
Confirm Password
Re-enter the password to confirm that you have not made a mistake when entering the password field.
Access Level
Enter the type of access that this user will be allowed to have. If your centre does not belong to a Subgroup, Area, Region, or Group, you will only be allowed to select centre as the option.
Centre - means that this user will be able to access this centre only.
Subgroup - means that this user will have access to all the centres in the subgroup to which this centre belongs.
Area - means that this user will have access to all the centres in the area to which this centre belongs.
Region - means that this user will have access to all the centres in the region to which this centre belongs.
Group - means that this user will have access to all the centres in the group to which this centre belongs.
Barcodes
If you wish this user to be able to update Barcode information, select YES, otherwise select NO.
Batch Receipts
If you wish this user to be able to do batch receipts, select YES otherwise select NO.
Billing
If you wish this user to be able to access the Accounts Processing section, select YES, otherwise select NO.
Centre Information
If you wish this user to be able to update centre information, select WRITE. If you wish this user to be able to view Centre Information only, select READ. If you wish this user to have no access to Centre Information, select NO.
Centre Options
If you wish this user to be able to update centre options, select WRITE. If you wish this user to be able to view Centre Options only, select READ. If you wish this user to have no access to Centre Options, select NO.
License
If you wish this user to be able to update License information, select WRITE. If you wish this user to be able to view License information only, select READ. If you wish this user to have no access to License information, select NO.
Calendar
If you wish this user to be able to update the Calendar, select WRITE. If you wish this user to be able to view the Calendar only, select READ. If you wish this user to have no access to the Calendar, select NO.
Funding Rates
If you wish this user to be able to update Funding Rates, select WRITE. If you wish this user to be able to view Funding Rates only, select READ. If you wish this user to have no access to Funding Rates, select NO.
MoE Advance
If you wish this user to be able to update MoE Advance amounts, select WRITE. If you wish this user to be able to view MoE Advance amounts only, select READ. If you wish this user to have no access to MoE Advance amounts, select NO
Child Information
If you wish this user to be able to update Child Information, select WRITE. If you wish this user to be able to view Child Information only, select READ. If you wish this user to have no access to Child Information, select NO.
Credit Notes
If you wish this user to be able to update or create Credit Notes, select WRITE. If you wish this user to be able to view Credit Notes only, select READ. If you wish this user to have no access to Credit Notes, select NO.
Fees & Products
If you wish this user to be able to update Fees & Products, select WRITE. If you wish this user to be able to view Fees & Products only, select READ. If you wish this user to have no access to Fees & Products, select NO.
Financial Reports
If you wish this user to be able to view Financial Reports, select YES; otherwise select NO.
Funding Reports
If you wish this user to be able to view Funding Reports, select Yes. If you wish this user to have no access to Funding Reports, select NO.
Invoices
If you wish this user to be able to update Invoices, select WRITE. If you wish this user to be able to view Invoices only, select READ. If you wish this user to have no access to Invoices, select NO.
Journals
If you wish this user to be able to update Journals, select WRITE. If you wish this user to be able to view Journals only, select READ. If you wish this user to have no access to Journals, select NO.
MoE Reports
If you wish this user to be able to view MoE reports, select YES; otherwise select NO.
Other Utilities
If you wish this user to be able to access utilities such as Labels, Letter Writer, Upload Files, etc. select YES; otherwise select NO.
Receipts
If you wish this user to be able to update Receipts, select WRITE. If you wish this user to be able to view Receipts only, select READ. If you wish this user to have no access to Receipts, select NO.
Reversals
If you wish this user to be able to update Reversals, select WRITE. If you wish this user to be able to view Reversals only, select READ. If you wish this user to have no access to Reversals, select NO.
Employees
If you wish this user to be able to update Staff Information, select WRITE. If you wish this user to be able to view Staff Information only, select READ. If you wish this user to have no access to Staff Information, select NO.
Statements etc.
If you wish this user to be able to view and print Statements, select YES; otherwise select NO.
Users
If you wish this user to be able to update User Information, select WRITE. If you wish this user to be able to view User Information only, select READ. If you wish this user to have no access to User Information, select NO.
Disputes
If you wish this user to be able to update Disputes, select WRITE. If you wish this user to be able to view Disputes only, select READ. If you wish this user to have no access to Disputes, select NO.
Group Reports
If you wish this user to be able to view Group Reports, select Yes. If you wish this user to have no access to Group Reports, select NO.
General Notes
If you wish this user to be able to create and change General Notes, select Yes. If you wish this user to have no access to General Notes, select NO.
Child Notes
If you wish this user to be able to create and change Child Notes, select Yes. If you wish this user to have no access to Child Notes, select NO.
Staff Notes
If you wish this user to be able to create and change Staff Notes, select YES. If you wish this user to have no access to Staff Notes, select NO.
Parent's Password
If you wish this user to be able to reset passwords for parents in the Parent Portal module, select YES. If you wish this user not to be able to reset parent's passwords, select NO.
Autopayments
If you wish this user to be able to create, update, and delete autopayment details for parents, select WRITE. If you wish this user to be able to view autopayment details only, select READ. If you wish this user to have no access to autopayments, select NO.
GoText!
If you have subscribed to the Info-txt text message system and you wish this user to be able to send text messages to parents and staff, select YES. If you wish this user not to be able to send text messages to parents and staff, select NO
ECE Return
If you wish this user to be able to complete details for and send ECE Returns (Old RS61) to the Ministry of Education, select YES.
RS7 Return
If you wish this user to be able to complete details for and send RS7 Returns to the Ministry of Education, select YES.
Sign In Sheets
If you would like this user to have access to sign in sheets, select the appropriate access level. This is particularly relevant for homebased users - please see the section below under "Select Home"
Dashboard
If you wish this user to be able to view the Dashboard, select YES; otherwise select NO.
GoEnquiry!
If you wish this user to be able to Enquiries, select WRITE. If you wish the user to be able to view the Enquiries only, select READ. If you wish the user to have no access to Enquiries, select NO.
Discounts
This option determines whether a user is able to enter or modify discounts on the child's timetable. Set this option to no if you do not want the user to have this access. Set this option to yes if you do.
GoMobile!
If you would like this user to be able to access the GoMobile! App, select YES; otherwise select NO
GoMobile! Staff Hours
If you would like this user to be able to update Staff Hours using the GoMobile! App, select YES; otherwise select NO.
If you select yes, once you click the "Update" button, you will be asked to select which staff member's hours this user can update.
Staff Rosters/Time Sheets
If you wish this user to be able to create/edit Time Sheets, select WRITE. If you wish this user to be able to view Staff Rosters only, select READ, If you wish this user to have no access to Time Sheets, select NO.
Staff Reports
If you wish this user to be able to view Staff Reports, select YES; otherwise select NO.
Make this user's access same as
If you wish to make this user's profile and access levels identical to another user previously defined on the system, select the appropriate user from the drop down box.
Update
To update the system with the information you have entered on this screen, click the "Update" button.
Cancel
To discard changes to the information on this screen, click the "Cancel" button.
Select Home
For Home-based networks, when adding or modifying a user, you are able to specify the users/educators home once you have clicked "Update". If you do this the user will only be able to create/update etc., sign in sheets for that particular home. You will need to set the access level for Sign In Sheets to Write or read for this user depending on what you require.
For further information or assistance call
0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz
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