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.

  1. Navigate to Setup > Manage Users.
  2. Select Add..
  3. Enter the user's Email address.
  4. Select the Use Email as User Name check box if the Email and the User Name are the same.
  5. If needed, enter a unique User Name for the user.
    This field is the name that the user enters when they sign into the application. This field is hidden when the Use Email as User Name check box is selected.
  6. Enter the new user's First Name.
  7. Enter the new user's Last Name.
  8. Enter a Password for the new user.
    You can use a generic password as the temporary password for all new users for their first login.
  9. For Confirm Password, retype the password.
  10. Select the appropriate predefined User Role.

    You can customize the user's permissions later, if necessary.

    User Role
    A User Role is a predefined set of permissions designed to give users with specific responsibilities access to the information and parts of the application that are necessary for them to do their jobs. These roles can be applied to one or more users who, in turn, inherit the defined permission set. If a user role is later updated, the permissions of all users with that user role are also updated.
    • Administrator
    • Branch Manager
    • Loan Officer
    • Relationship Manager
  11. Select Add.

The new user is listed in the Manage Users grid.

Tip: When the Add User form closes, the user name portion of the email address is used for the new user's name in the Name column of the Manage Users grid. After the new user logs into the application for the first time, the first and last names appear in the Name column.
While you can change a user's role, a user's Username cannot be modified from within the Financial Performance Suite (FPS) application.
Parent topic: Manage Users