How to set up a staff record for PSA Integration privileges

• In order for integration to work between Family Suite and Accounting, the login credentials for the person closing a batch must have Access Rights in ParishSOFT to Accounting Integration/Offering.
• Before you take these steps, make sure this staff has a ParishSOFT Accounting account with access to writing deposits. The username and password of this staff account must be entered to complete the following steps.

1. Go to Administration → Manage Staff.
   
2. Select the name link for the user to whom you would like to give this access.
   
3. Make sure the correct organization is displayed in the organization selector field, then:
   • Click the Edit Details button at the bottom of the window.
   • Mark the checkbox for PSA Integration/Offering.
   • Click the Gear button to the right, and add the Accounting credentials for this staff.
     
     
4. Once you have added the Accounting credentials, you must click the Save & Close button at the bottom of the page.

Updated August 11, 2023 19:03