Anyone who needs to access this system should have their own login and password.
Manage Users
- In your left-hand navigation menu, click ‘Settings’ → ‘Program Settings’
- Locate the ‘Users’ Card
- Click ‘Manage Users’
Add a User
- Click ‘Add New’ at the top of the screen
- Enter the person’s username, email, and name
- Click ‘Next’
- Set the Status Information and add any Optional Information
- Click ‘Save and Next’
- Select the appropriate system type, district (if applicable), site (if applicable), and security level for the user, based on their job function/ responsibility
- Click ‘Save and Close’ to close the Grant Access modal
- Click ‘Save and Close’ at the bottom of the Add User Information screen
Edit a User
Reasons for editing a user: enable/disable their access due to hiring/termination or update contact information.
- Locate the user you wish to edit using the Search bar at the top of the screen
- Click the ‘Actions’ button and select ‘Edit’
- Edit the user record as needed
- Click ‘Save and Close’ when finished
Notes
- A user can only be deleted if they do not have related data. However, they can be disabled.
- You can modify a user’s access to districts, sites, and/or security levels (based on your own access) by clicking Grant Access in the user’s record and assigning additional values or by clicking the Remove Access button next to a specific access record.