How do I add a user?

Adding a new user is very easy. Simply follow the steps given below.

For detailed descriptions of each user profile field, see User Profile.

1. Open the New User form using any of these methods:
   • Navigate to Users and click the New User button on the page.
   • Click the + dropdown in the header and select New User.
   • Press Cmd+U (Mac) or Ctrl+U (Windows/Linux).
2. The New User page will be displayed. In the User Information section, enter the basic user details: Username, First Name, Last Name, Password, and Confirm Password.
3. In the Contact Information section, enter optional contact details: Email, Address, City, State, Zip Code, Phone, and Cell Phone.
4. In the Child Information section, enter the optional Child's Name and Child's Room. This information is displayed on order receipts when the delivery option is "Send w/ Child."
5. In the Options section, select the Group the user belongs to. To enable email order reminders, check the email reminder option and select the date and time for the reminder. (Email is required if order reminders are enabled.)
6. In the Permissions section, grant access:
   • Login Access — Allows the user to access the user area of Scrip Manager.
   • Administration Access — Allows the user to access the administration area.
   • Private Message List — Allows other users to send messages to this user.
7. In the Order Settings section, configure ordering and credit settings:
   • Order Settings — Choose whether ordering is enabled for both users and administrators, fully disabled, or enabled for administrators only.
   • Credit Option — How order credits are calculated for this user:
     • Normal — Uses the default user/organization split set on each gift card.
     • User 0% — User receives 0% of the credit.
     • User 100% — User receives 100% of the credit.
   • Credit Payout Schedule — The frequency of credit payouts. This is informational only and used for sorting on the Post Credits page; you can still post credits at any interval.
   • Threshold Fee (if Thresholds are enabled) — The amount of credit or gift card sales the user must reach before earning credit. Credit earned before this threshold goes to the organization. Calculated for the current fiscal year only.
   • Post Credit to Another Account — Splits the user's credits when posted. Select the user to post to, enter the percentage to share, and click Add. The remaining percentage is applied to the current user's account.
   • Beneficiaries (if Order Beneficiaries is enabled) — Configure beneficiaries that appear in the beneficiary drop down on the order form. Mark one as the preferred default; if none is marked preferred, the current user is used.
8. Click the Save button.

Note: Order credits are calculated when orders are placed or filled. Changing the Credit Option only affects orders placed or filled after the change.