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Delta Sigma Theta Sorority, Inc

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User Access should be created for the Treasurer, Financial Secretary and Advisor<br />

3. Create Usernames and Passwords for each user and record this information in a confidential<br />

location.<br />

4. Select the following boxes for the Treasurer:<br />

a. Withdraw Funds (transfer funds from PayPal account to the chapter account)<br />

b. View Balances<br />

c. View Profile<br />

d. Discuss Account with Customer Service<br />

e. Handle Authorizations & Settlements<br />

5. Click Save<br />

6. Repeat steps for the Financial Secretary and select the following box:<br />

a. Virtual Agent-Schedule and download Transaction History, and run Settlement Report<br />

7. Repeat steps for the collegiate chapter advisor and select the following boxes:<br />

a. View Balance<br />

b. View Profile access<br />

8. Repeat steps for the collegiate chapter advisor and select the following boxes:<br />

a. View Balance<br />

b. View Profile Access<br />

<strong>Delta</strong> Internet Guidelines October 2011rev Page 29

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