Users can sign into the School Accounting System with their defined user ID and password (as created by a supervisor or Web Link administrator in the User Security option), or sign in with existing Google or Microsoft credentials after setting up Single Sign-On (SSO) permissions with a Google or Microsoft account for their user within the Account Settings option.
How to sign in:
Within an internet browser, enter the address to access the modern experience for your organization.
Complete the Sign In screen:
Complete the steps below to sign in with a user ID and password defined for the School Accounting System:
Enter your user ID for accessing the School Accounting System in the User ID field.
Enter your password in the Password field. Remember, the password is case sensitive.
Note: If you forgot your password, click the "Lost your password?" link (located to the right of the Sign In button) to have the system reset your password and email you the new password (will be prompted to enter your User ID and an email address that must match one entered in the Employee File in the School Accounting System for your user).
The "Lost your password?" link only appears if the Allow Password Retrieval field is selected in the Email Manager option. If the "Lost your password?" link does not appear on the Sign In screen, a supervisor or Web Link administrator has the ability to reset your password.
Click the Sign In button.
If multi-factor authentication is being used (as defined in the Web Link Setup Options), the Verification Code screen appears; complete the verification process:
In the Send Code To field, click the down-arrow and select an email address to use to send the code.
Click the Send Code button.
Note: The passcode that is emailed is only valid for 30 minutes.
Check your email and locate the message containing the authentication passcode.
Enter the designated passcode from the email in the Verification Code field.
If the multi-factor authentication is required for new devices, the Remember this Device field appears. If applicable, to remember this device for your user so that a passcode will not have to be entered the next time you sign in using this device (unless it has been longer than 60 days since you last signed in on the device), select the Remember this Device field.
Note: The Remember this Device field only appears on the screen if Require for New Devices is selected in the Multi-Factor Authentication Passcode for Login field in the Web Link Setup Options.
Click the Verify button.
Note: The Verification Code screen will not appear if the multi-factor authentication is required for new devices and the device has been saved for your user in the past (and it has been less than 60 days since you last signed in on the device).
After successfully signing in, the dashboard appears.
Note: If you are unable to successfully log in after numerous attempts, your user could be locked due to the invalid attempts; if needed, contact the Business Office to have a supervisor or Web Link administrator "unlock" your user ID.
If the system is set up to have user passwords expire (as defined within the System File), and your password will expire within 10 days or less, a "Password expires in # day(s)." notification will appear on the dashboard, with the # being the number of days before your password expires. If applicable, click the link to change your password.
If the password does not meet the defined complexity (from the Password Policy screen in the System File), the Change Password screen appears and your password must be changed; complete the screen to enter a new password (refer to Changing a Password).
Complete the steps below to sign in using a Google or Microsoft account:
Tip: When signing in with a Google or Microsoft account, any requirements defined for the School Accounting System are not applicable, such as the multi-factor authentication set in the Web Link Setup Options or password expirations or requirements.
Click the type of account defined with SSO permissions for your user: Google or Microsoft.
When prompted, select the specific account to use, and then enter the applicable credentials as required.
After successfully signing in, the dashboard appears.
Note: If you are unable to successfully log in after numerous attempts, your user could be locked due to the invalid attempts; if needed, contact the Business Office to have a supervisor or Web Link administrator "unlock" your user ID.
Tip: When signing in with a Google or Microsoft account, any requirements defined for the School Accounting System are not applicable, such as the multi-factor authentication set in the Web Link Setup Options and password expirations or requirements.
Sign In Field Properties
Field | Input Type | Format | Max Characters or Additional Notes |
|---|---|---|---|
User ID | Text | Alphanumeric | 10 |
Password | Text | Alphanumeric | 20 (case sensitive) |