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Overview
The “User” tab is where the people are inserted into to Arborsoft with their associated username and password that they’ll use to gain access. In the top area you can list and modify a user’s contact details such as their email address, cell phone, and view the last time a user logged in.
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Detail
To add a user:
Navigate to the user tab
Click Insert
Type in the Username, First Name, and Last Name
Type in any other optional fields
Click Save
You can modify the fields in the top area by clicking in the box you wish to modify, and either selecting something in the drop down or entering text depending on if the field and clicking Save on the top or pressing F10. The functionality of the specialized drop-down boxes are as follows:
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Locked– This field will set itself to Y should a user fail four five times in a row logging in. Should you want to allow a user in without resetting the password, you can toggle this to N.
Expiration Date - Sets the date that the account will automatically expire the user account.
Check Max - Limits the user to cutting checks at this amount or below, applies to all modules.
The lower window will display the Reports, Permissions, and Modules tab, and displays what items are granted to the highlighted user above. To modify any of these items, right click in the lower area to see the options to add new items, or remove the highlighted item as shown below:
To add a report, permission, or module:
Navigate to the relevant tab
Right Click and select Add
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When “Add” is selected, you’ll be given the below window where you may select the report, permission, or module you wish to add by double clicking it. You’ll also have the option to “Add All” for the reports, permissions, or modules you’re viewing.
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The various permissions and their function are listed below. Keep in mind that if a user has access to a module but doesn’t have permission to add/change (i.e. access to the Consumer module but wasn’t given Add/Change Consumer), they’ll still be able to view the information and likely make changes on some tabs.
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Some modules & permissions (i.e. Override Deductions) must be used properly to avoid causing multiple issues. If you’re not sure of a specific process, please reach out to support. |
Permission | Description |
Add Payroll Employees | Add employees to a payroll batch |
Add Payroll Hours | Add hours to a payroll batch |
Add SUTA Rates | Add a new SUTA rate |
Add/Change Auth | Add/change Authorizations |
Add/Change Consumer | Add/change Consumers |
Add/Change Consumer Bills | Add/change Consumer Bills |
Add/Change Employee Information | Add/Change Employee Information |
Add/Change Employers | Add/Change Employers |
Add/Change Vendor Information | Add/Change Vendor Information |
Add/Change Vendor Liability | Add/Change Vendor Liability |
Allow Zero/Negative Checks | Allows zero/negative checks |
Batch Edit | Allows you to edit Batch Info |
Change EIT ID | Specific to Pennsylvania |
Change Employer Status | Changing an existing Employers status |
Change FEIN | Allows you to change the FEIN |
Create Payroll Batch | Allows the creation of a a payroll batch |
Manage Payroll Rules | Allows to add/remove rules on a batch |
Override Deductions | Allows editing of deduction amounts |
Print A/P Checks | Allows printing A/P checks |
Print Liability Checks | Allows printing liability checks |
Print Payroll Checks | Allows printing payroll checks |
Unlock Batch | Allows the unlocking of a payroll batch |
Void Payroll Checks | Allows the voiding of checks |