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For Schools and Clients

 

From (RSA)

 

Admin | Housekeeping | RIA User ID

 

 

Select application type (Mobile, Schools, or Customers), add the User Id , User Name , Corporate Group, Company, Ledger Code, and the BP (Data)  Path, SY (sysfiles) Path’s

(Control D if there are multiple user paths to add) .

 

Once you have added all the Users

Go to

Local Drive select the RIA (Schools/Customer) and confirm that User Access you have created works.

 

 

These users will all need to be added to Maxim RSA Contacts list either individually or under the corporation to which they are assigned.