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 the Jack Henry support staff.

1. Select Setup > Manage Users from the menu.
2. Select Add.
3. Enter the user's Email address.
4. Select the Use Email as Username option if the Email and the Username are the same.
5. Enter a unique Username for the user, if needed.
   This field is the name that the user enters when they sign in to the application. This field is hidden when the Use Email as Username option 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. Retype the password in Confirm 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 updated later, then the permissions of all users with that user role are also updated.

    • Administrator
    • Branch Manager
    • Loan Officer
    • Relationship Manager
11. Select Add.