Fingate Funds Management > CMS > How To... > Create a Nickname for a PTA in CMS

How To:  Create a Nickname for a PTA in CMS

Before You Start

Setting up PTA nicknames allows you to quickly search for accounts in CMS. Schools and departments should consider creating PTA nickname guidelines. Nicknames are unique to the PTA, and can be seen and utilized by all who have CMS authority for the PTA. A nickname must be unique – it cannot be used by any other CMS user for any other PTA.

Expand All Steps   | Collapse All Steps

  Step 1 – Log in to CMS

  Step 2 – From the Setup screen, search and identify the account (PTA) for which you want to create a nickname

  Step 3 – Enter Nickname

 

What's Next?

 

 

 

 

back to top