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Start Here - The Basics
Start Here - The Basics
First Time Login, Configuration Lists, Family and Accounting Configuration, Adding Users and User Group Security.
Title
Description
First Time Login
Login for the first time, change the
admin
account password, set your Region and School descriptions, assign licenses to schools & register the program, and create your own User login.
Getting Help
Finding Help by using the Technical Support webiste to locate articles, FAQs, Forum posts or call for Technical Support or Custom Training options.
Add Procare Users
How to add new users in Procare and assign them a group permissions level.
Manage User Group Limits
Create your own permssions groups and manage the specific program limits for each group.
Configuration Concepts
Understanding the 4 types of configuration settings including examples of
Classroom Names, Enrollment Status Levels
and
Tuition Charge Descriptions
.
Shield Items: Visible only to members of the System Supervisor user group
Global Items (no exposure): Affect all locations
Global Items (with exposure): Affect only selected locations
School Items: Affect the one location to which you are logged in
Configure Family Data
Set up basic configuration items before entering families such as child enrollment status, work areas, classroom names, etc.
Accounting Setup
Create tuition charge, credit and payment descriptions with standard fees, assign deposit bank accounts.
Search and Filter
Find accounts and use filters to view only selected accounts and children.