Creating an Account

Follow the steps below to create an Account.

NOTE: If users are enabled on your system, you must have supervisor access rights to manage accounts. Enter your password and select OK.

1. You can create an account in two ways: 
• by selecting the Manage Accounts button on the Home screen, or

• by selecting Account on the Run Mail screen and select Options.

2. Select Create new account.

3. If there are existing accounts on the system, you will be prompted to create a new account or add a sub account. Select Create new account.
4. Select the Account name field. Enter the account name and then select OK.
5. Select the Code field. Enter the code for the account and select OK.
6. If necessary, select the Description field. Enter the description for the account and then select OK.
7. Ensure the status is set to Active.

8. If you want to password protect this account, select the Password field.

   NOTE: Account passwords must be turned on to password protect an account.

   1. Enter the password and select OK.
   2. Re-enter the password to confirm and select OK.
9. Select OK.
10.  A dialogue box appears indicating the account has been created.
    • Select Create another new account if you want to create another account.

    • Select Add a sub account to this account if you want to create a sub account for this account.

      NOTE: The use of Sub Accounts is optional and depends on your accounting requirements.

    • Select Continue to return to the Home screen.

Related Topics

Creating a Sub Account or Sub Sub Account

Editing an Account

Deleting an Account

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