Adding a new user

RM Unify is used as a login for Arbor Finance. You set up and manage the users in RM Unify for Arbor Finance.

Once you have set up your initial Administrator, these are the steps you should follow to set up any subsequent users.

1. Logon to RM Unify as an Administrator.
2. Click on the Management Console option at the top left of the screen.
3. Click Users on the left hand side of the screen.
4. Click on the Actions button and then Create User
   
5. Enter the details of the new user into the relevant boxes. Choose the user type.
   If you want to grant the new user admin right, place a tick in the 'Give user admin rights' box.
   If setting up a user account for someone else, you should tick 'Make the user change their password on first login'.
   
   

   Users will not be able to access Arbor Finance if they are not set as Non Teaching Staff.

6. When the user attempts to log in, they will be greeted by this page:
   
7. The user who has full access to Arbor Finance should then login to Arbor Finance and go to System > System Setup > User Details.
8. Select the user that is inactive, click on Edit on the right-hand side and change the status from Inactive to Active and add the users initials.
   
9. Set the appropriate user permissions. Then click on Save. For more information on setting permissions, see System setup user details.

The user will then be able to logon to RM Finance.

Integris Schools

If your school logs into Integris via the Integris SSO tile within RM Unify, your user account will need to be created from Integris and not in RM Unify. Please get in touch with a school Integris admin user who can create your user accounts by following the ‘Create New Account’ section of the relevant help page for your schools:

• Integris+ – Super Admin Tasks – Create Mode
• Integris+– Super Admin Tasks – Link Mode with AD Sync

If the admin user is unsure which help page to follow, please contact your Integris support team for confirmation.

Once the RM Unify account has been created, a member of staff with RM Unify super admin access with full access to Arbor Finance will need to follow this help page from step 6 onwards.“