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How to

User Management

How to

This program will allow you to create/edit logins and passwords for new users in your district. Standard permissions can be created for groups of users such as teachers, counselors, school administrators, and district administrators. After selecting a standard permission set for a user, you may add or remove permissions per user.

1. Log in to WebPams
2. Select System from the list of programs on the left of the screen.
3. Under Entry select User Management to launch the program.

In the Setup Box

1. Verify Year and District. Default values are determined by your security settings.
2. Select the School for which new user names are needed.
3. Select the Object Code. This will limit the list of persons based on contract records that exist in Human Resources and their position at the school. For example teachers would have an object code of 112, administrators would have an object code of 111.
4. If you check the 'Include Master Schedule' option, employees found in the master schedule that do not have a Human Resource contract record will also be included in the list.
5. Select one of the five bullet items. Your selection will determine how the system will generate/create user names.
   • Staff ID (School Number + Last 6 of Staff ID)
   • Staff ID (Last Two of School Number + Last 4 of Staff ID)
   • Name (1st initial of Given + Surname--Recommeded)
   • Name (1st initial of Given + Surname--Lower case)
   • Name (1st initial of Given & Middle + Surname--Lower case)))
6. Click OK to move to the next screen.

Definitions of Column Headers

• District--District
• School--School
• Staff Name--Name of persons to which users and passwords have been assigned
• Staff ID--Local ID assigned through the Human Resources database
• Login--User assigned login
• Password--User assigned password
• Profile--User assigned profile
• Category--Application level where permissions are required
• C-Perm--Category level permission
• Program--Program level where permissions are required
• P Perm--Program level permission
• Action--Specific actions related to selected program such as restricting a user from seeing a student's social security number. This requires a Program to be in the Program cell for the user.
• A Perm--Action level permission
• Inactive--Inactive users are denied login access

To create a new user

1. Click in the staff name field on the top blank line.
2. A list of employees based on the setup box criteria will be displayed.
3. Select the employee's name and the name will appear on the blank line along with a suggested login and password.
4. You may edit the Login and password at this time or leave it as the generated info.
5. Click the Profile field and select the profile value based on the person's position, i.e. TE for teacher, AD for administrator, CO for counselor, etc. As soon as you select the profile, the new login and password information will be saved and placed in the list of logins.

To change login and/or password

1. Log in to WebPams and access the User Management system to change either the login or the password.
2. To change the login, click on the login to be changed. A change login popup will appear. Type the new login and click the save button. If you decide that the login does not need to be changed, click the X to close the popup.
3. The screen will refresh automatically and All of the original logins for this user will be updated.
4. To change the password, click on the password to be changed. A change password popup will appear. You will have a choice to Save or Generate a new password.
   • Save allows you to manually enter the new password by typing the new password and clicking the save button.
   • Generate will automatically create a new password. Click the generate button and a new password will appear in the password field. Click the Save button.
5. The screen will refresh automatically and All of the original passwords will be updated.

Action button options

• Profile Template--allows for editing profiles for all users with a particular profile.
• Generate Passwords Only--allows for an automatic generation of new passwords.
• Delete Group--allows for the deletion of an entire group of users with the same profile.
• Print All--a master list of users and their passwords will be printed.
• Print Select--a copy of each user name and password per person will be printed.
• User Profile--
• Create File--allows for the creation of a PDF or a CSV file.

To change the profile of a user

1. Log in to WebPams and access the User Management system to change the profile of a user.
2. Click on the profile that is to be changed. You may select any of the existing records for the user.
3. Select the new profile from the popup list and click OK.
4. Respond Yes to the question Do you wish to use the AP profile template?
5. This will change the profile on the record selected and remove the remaining records.
6. Permissions will now be set to those of the new profile.

To edit the permissions of a user

1. Click in the Program cell to the right of the Category for the user.
2. Select the NA, RO, or RW for the specific program to which permissions are being added or being removed.
3. Click the Save button.
4. There will be a Save mode popup window. Be careful with your response.

• Yes will change the permissions for all persons with this profile.
• No will change the permissions for this user only.
• Cancel will NOT change any profile permissions

1. The list of users will refresh. The C Perm cell will be blank and the Program cell will have the program name for which permissions were changed with the new permission setting in the P Perm cell.

To generate