Manage Users

Use Setup > Manage Users to modify user settings.

Administrator users are responsible for creating and maintaining the institution's users. Other users who have custom or nonstandard roles that grant them permission to Manage Users can also modify user settings.

Use the buttons above the Manage Users grid to:

  • Control users that are shown - Use the Filters to filter the list of users by:
    • Name
    • Username
    • Role
    • Status
  • Add users - Use Add. to begin the process of adding a user.

The following columns make up the Manage Users grid:

Name
After new users log in to the application for the first time, their first and last names appear in this column. When the Manage Users page is opened, the names are listed in alphabetical order.
Username
This column is the name used to sign into the application.
Role
This column shows the role currently assigned to the user.
Status
This column shows if a user's status is active or inactive.
Actions

The Actions column can be used to access the following:

  • User Detail - Select to open the User Detail page.
  • Organization Access - Select to open Organization Access and specify the organizations that are available to the user.
  • Officer Access - Select to open Officer Access where you can specify the officer information that a user is able to see throughout the application. This optional setting can be used to provide senior officers with the ability to view the portfolios of their junior officers.
  • Scorecard Access - Select to open Scorecard Access. Institutions that are licensed for the Scorecard product use this option to define which scorecards each user is allowed to see.
  • Deactivate/Activate User - Select to deactivate or activate a user.
Tip: Select the heading of the Name, Username, Role, or Status columns to sort the grid by the contents of the selected column.
  • Adding a User
    Any Financial Performance Suite (FPS) user with Manage Users access can add financial institution employees as new users to the FPS application without the involvement of Jack Henry support staff.
  • Working with Users
    You can change a user's Organization Access and Officer Access. You can also deactivate or activate users.
  • Assigning Scorecard User Access
    Use this information to define which scorecards each user can access.
  • Signing In for the First Time
    The administrator (or another person with Manage Users rights) provides new users with their user name and password. Then, the new users can sign in for the first time.
  • User Roles
    As part of the user management process, administrators assign and manage user roles.
  • Modifying User Details
    On the Manage Users page, selecting Actions > User Detail for a particular user opens the User Detail page where you can modify the user's name, email, or role.
  • Resetting Your Password
    On the Sign In page, you can change your password by selecting the Can't Access Your Account link or, following an invalid sign-in attempt, by selecting the Forgot Your Password link.
Parent topic: Setup