Creating an account on the Connect+ series and SendPro P

Note: If users are enabled on your system, this feature is only available to users with supervisor access rights.

1. You can create an account in two ways:
   • by selecting the Manage Accounts button in the Mailing tile on the Home screen, or
   • by selecting Account on the Run Mail screen, selecting Options and then Create new account.
2. Select Create new account.
3. If there are existing accounts on the system, you will be prompted to create a new account or add a sub account. Select Create new account.
4. Enter the account name and select OK.
5. Enter the code for the account and select OK.
6. Enter the description for the account (optional).
7. Once the above steps are completed, select OK.
8. Ensure the status is set to Active.
9. If you want to password-protect this account, select the Password field. Account passwords must be enabled to password-protect an account.
   • Enter the password and select OK.
   • Re-enter the password and select OK.
10. Select OK.
11. A dialogue box displays indicating that the account as been created.
    • Select Create another new account if you want to create another account. 
    • Select Add a sub account to this account if you want to create a sub account for this account. Note: Sub accounts are an optional feature.
12. Select Continue twice to return to the Manage Accounts screen.

Note: After an Account has been created in Manage Accounts, the only time the name or code can be edited or the account deleted is before any transactions are posted against the account. Once transactions are posted against any account, the name or code can no longer be edited or the account deleted, only made inactive. Account names and codes can not be reused, even if the account is inactive.