Club OS Set Up Instructions

Note: If an existing third party user for Ceterus was previously made and you only need to give us visibility to new locations you are onboarding, skip to the next section.

Creating a new Club OS Financial User

1. Log in to Club OS

2. Click Add > New User

3. Fill out the form (example below) using the following details:

• Account Type: Location Manager

• Username: ​access+YOURLASTNAMEAF@ceterus.com (Ex: access+SmithAF@ceterus.com)

• Password: 1234

  • IMPORTANT: Check the box underneath that says, “Force user to change password when they first login”

• First Name: Ceterus

• Last Name: Bookkeeping

• Email address: ​access+YOURLASTNAMEAF@ceterus.com (Ex: access+SmithAF@ceterus.com)

4. Once the form is complete, click 'Create New User' at the bottom of the page. If you have more than one location, continue to step 5. Otherwise you are done!

5. From the dashboard search Ceterus and click our user

6. At the top right, click the gear icon to open the user settings

7. Scroll down until you see the Location Access section. Select all necessary locations. To choose multiple one, hold down the CRTL button (Windows) or the Command button (Mac)

8. Click Save location information

9. Return to Edge to provide us with the login details.

Adding Locations to an existing Club OS User

1. Log in to Club OS

2. From the dashboard search Ceterus and click our user

6. At the top right, click the gear icon to open the user settings

7. Scroll down until you see the Location Access section. Select all necessary locations. To choose multiple one, hold down the CRTL button (Windows) or the Command button (Mac)

8. Click Save location information

9. Return to Edge to let us know the new location(s) have been added to our user.