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.

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bullet iconStep 1 – Click SU CMS USER to access CMS


What's Next?

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