How to Add Users to the Financial Dashboard
STEP 1
Log into FIS.
STEP 2
Click on Fund Accounting.
STEP 3
Click on Financial Dashboard, which takes you to the SCView login page.
STEP 4
Log into SCView using your Single Sign on credentials or the username and
password credentials.
STEP 5
Click on Login to be taken to the main Financial Dashboard.
STEP 6
Click on menu stacker if you do not automatically see the left menu.
STEP 7
Click on SCView icon, which will take you to the main SCView application.
STEP 8
Click on Admin.
STEP 9
Click on Users.
STEP 10
Click on Add.
STEP 11
Enter a User ID, First Name, Last Name, default Password (whatever you want), Confirm Password (same as Password), and Email Address in the appropriate fields.
You'll want to leave the Force Change Pass. and the Active checkboxes checked.
STEP 17
Click on the FIS tab.
STEP 18
Select the Financial Dashboard field to activate it.
STEP 19
Click on security level that you want to apply to the new user.
User - only has access to custom menus.
PowerUser - has access to everything except for the Administration menu in the Financial Dashboard.
Admin - has access to Financial Dashboard menus.
STEP 20
Click on OK.
STEP 21
Click on Save.