Step By Step
Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.
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Step 1 visual
Open Manage Users
Use the admin or account user management screen.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Review user status
Check verification, lock status, plan, role and organisation information.
Open full instructionsStep 2 visualReview user status
Check verification, lock status, plan, role and organisation information.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Manual verification
If a user cannot receive verification email, use admin manual verification after confirming the email belongs to the user.
Open full instructionsStep 3 visualManual verification
If a user cannot receive verification email, use admin manual verification after confirming the email belongs to the user.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Assign roles
Set role access according to responsibility: accountant, treasurer, volunteer finance admin or standard user.
Open full instructionsStep 4 visualAssign roles
Set role access according to responsibility: accountant, treasurer, volunteer finance admin or standard user.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Use bulk actions
Select multiple users to apply common settings or delete users where appropriate.
Open full instructionsStep 5 visualUse bulk actions
Select multiple users to apply common settings or delete users where appropriate.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Review audit records
Use audit logs to see key finance changes, report publication and approval actions.
Open full instructionsStep 6 visualReview audit records
Use audit logs to see key finance changes, report publication and approval actions.
A dedicated training visual for this step, focused on the exact action the learner should complete.
Fields To Check
These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.
| Field | Why It Matters |
|---|---|
| Role | Controls what the user can see and do. |
| Verification | Controls whether the user can access the account. |
| Audit log | Records important actions for governance review. |
Tips
Use these checks when something does not look right or the user cannot complete the workflow.
- Give volunteers only the access they need for their tasks.
Related Guides
Move to the next workflow when this page is complete.