PSFS Administration - Integration: How to set up a staff record for PSA Integration privileges

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 AdministrationManage Staff.
    navigate_admin_to_org.png
  2. Select the name link for the user to whom you would like to give this access.
    select_staff_to_edit_access_rights.png
  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.
      AccessRights_to_PSA.png
  4. Once you have added the Accounting credentials, you must click the Save & Close button at the bottom of the page.
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