Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The lists below outline the steps to set up Access ACS. We're glad you've started using Access ACS!

As an administrator, you must complete all the steps in the following orderthese steps to set up Access ACS.

Before You Begin

Before you begin setting up Access ACS, install the Microsoft .NET runtime and ActiveX controls, then sign in The first step is to sign up for and sign into Access ACS. Then, you can upload records from ACS to Access ACS.

...

Image Modified Sign up for Access ACS.

Image Modified Sign in to Access ACS.

Image Added Upload your ACS records to Access ACS.

Info
iconfalse
titleAre you a new ACS or HeadMaster OnDemand Customer?

You may already have an Access ACS account even if you are waiting for your data to be converted. Check your email for your login information or contact Support.

Setting Up Global Preferences

Next, it's time to set up global preferences, such as personal and community calendars, if you want to use them. You can also set up the administrator e-mail address, which receives e-mails when users within your organization report problems. Next, set up your online directory preferences, including the information that displays in online directories.

...

Image Modified Select your calendar preference.

Image Modified Assign the administrator e-mail address.

Image Modified Select your default Online Directory and Member Search Preferences.

Setting Up Access ACS

Now, you can set up leadership positions, user profiles and users, group names, groups, small groups, and small group categories. You can also set up calendar locations and types, if you are using the built-in Access ACS calendar. 

If you use online giving, this is the time to set that up, as well as setting up your merchant account. 

...

Image Modified Set up your Leadership Positions.

Image Modified

...

 If you selected the Access ACS built-in calendar, set up your Calendar Locations and Types.

Image Modified Upload your ACS records to Access ACS.

Image Modified

...

 Set up your user profiles and users.

Image Modified

...

 Set up the small group structure.

Image Modified

...

 Set up group names.

Image Modified

...

 Create special groups.

Image Modified

...

 Set up Small Group leaders, categories, and positions.

Image Modified Set up Change Request Preferences.

...

Image Added Set up a Member Login link on your church's website.

Image Added Set up Online Giving. Optional

Image Modified

...

 Set up your merchant account.

...

titleUseful Information

...

Only needed if you select to use Online Giving

...

or Event Registration.