MIS - Creating a service account

Modified on Tue, 16 Jul at 1:02 PM

If at onboarding, you have allowed Concero Education to have a service account within your Arbor environment this article covers being able to create this.

Create the account

1) Go to School -> All Staff -> Add new staff member

2) Fill in the contact details:

Sex*	Not Specified
Title*	Mr
Legal first name*	Concero
Legal middle names	LEAVE BLANK
Legal last name*	Education
Abbreviation	LEAVE BLANK
Date of birth	LEAVE BLANK
Email address	[email protected]
Send Welcome Email	Tick the box
Home telephone number	LEAVE BLANK
Mobile telephone number	LEAVE BLANK
Work telephone number	LEAVE BLANK
Assign business roles*	Administration Assistant & Human Resources Administrator

Exclude the account from your census

1) Scroll down to Employment & Financial.

2) Exclude from the workforce census.