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| | :[[User Management Overview]] | | :[[User Management Overview]] |
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| − | ===Video How-to===
| + | :[[Create and Edit]] |
| − | [[media:SY-UserManageOverview.mov|User Management Overview video]]
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| − | '''How to'''
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| − | 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.
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| − | #Log in to WebPams
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| − | #Select '''System''' from the list of programs on the left of the screen.
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| − | #Under '''Entry''' select '''User Management''' to launch the program.
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| − | In the '''Setup Box'''
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| − | #Verify Year and District. Default values are determined by your security settings.
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| − | #Select the '''School''' for which new user names are needed.
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| − | #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'''.
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| − | #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.
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| − | #Select one of the five bullet items. Your selection will determine how the system will generate/create user names.
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| − | #*Staff ID (School Number + Last 6 of Staff ID)
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| − | #*Staff ID (Last Two of School Number + Last 4 of Staff ID)
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| − | #*Name (1st initial of Given + Surname--Recommeded)
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| − | #*Name (1st initial of Given + Surname--Lower case)
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| − | #*Name (1st initial of Given & Middle + Surname--Lower case)))
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| − | #Click '''OK''' to move to the next screen.
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| − | '''Definitions of Column Headers'''
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| − | :*'''District'''--District
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| − | :*'''School'''--School | |
| − | :*'''Staff Name'''--Name of persons to which users and passwords have been assigned
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| − | :*'''Staff ID'''--Local ID assigned through the Human Resources database
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| − | :*'''Login'''--User assigned login
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| − | :*'''Password'''--User assigned password
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| − | :*'''Profile'''--User assigned profile
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| − | :*'''Category'''--Application level where permissions are required
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| − | :*'''C-Perm'''--Category level permission
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| − | :*'''Program'''--Program level where permissions are required
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| − | :*'''P Perm'''--Program level permission
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| − | :*'''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.
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| − | :*'''A Perm'''--Action level permission
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| − | :*'''Inactive'''--Inactive users are denied login access
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| − | :*'''Sites'''--Provides a method of creating a single user name and password for itinerant teachers.
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| − | :*'''Created'''--Computer generated date that the record(s) were created.
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| − | :*'''Changed'''--Computer generated date that the record(s) were changed.
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| − | '''Action''' button options
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| − | ::*'''Profile Template'''--allows for editing profiles for all users with a particular profile.
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| − | ::*'''Generate Passwords Only'''--allows for an automatic generation of new passwords.
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| − | ::*'''Delete Group'''--allows for the deletion of an entire group of users with the same profile.
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| − | ::*'''Print All'''--a master list of users and their passwords will be printed.
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| − | ::*'''Print Select'''--one sheet per person of their user name and password will be printed.
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| − | ::*'''User Profile'''--user's basic job category
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| − | ::*'''Create File'''--allows for the creation of a PDF or a CSV file.
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| − | ===Video How-to===
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| − | [[media:SY-UserManageProfile.mov|User Management - Profile and Student Master Permissions video]]
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| − | '''The following sections will provide instructions on how to change permissions for a profile group, for an individual user, and for access to some fields on the Student Master by individual or groups users.'''
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| − | '''How to Edit Permissions for a Profile using an existing User with the Profile that needs to be edited'''
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| − | #After opening up the User Management program for a school or the district, click in the '''Category''' field on any of the categories for the user with the profile you are editing.
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| − | #Check/Uncheck the NA/RO/RW as needed. (NA--no access, RO--read only, RW--read write)
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| − | #Click '''Save''' button at the bottom left of the Categories window.
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| − | #Reply to the question about changing '''ALL''' users with the same profile. If you respond '''yes''' to this question all users with the same profile will have their permissions changed at this time.
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| − | '''How to Edit Permissions for a Profile using the Profile Template'''
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| − | #After opening up the User Management program for a school or the district, click the '''Action''' button at the top right.
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| − | #Select '''Profile Template'''. A window will appear that lists all profiles with each set of permissions per school.
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| − | #Click in the '''Category''' cell for the Profile that you need to edit.
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| − | #Check/Uncheck the NA/RO/RW as needed. (NA--no access, RO--read only, RW--read write)
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| − | #Click '''Save''' button at the bottom left of the Categories window.
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| − | #Reply to the question about changing '''ALL''' users at '''ALL''' schools with the same profile. If you respond '''yes''' to this question all users with the same profile will have their permissions changed at this time.
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| − | '''How to Edit Permissions of Individual Users'''
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| − | #After opening up the User Management program for a school or the district, click in the '''Category''' field on any of the categories for the user with the profile you are editing.
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| − | #Check/Uncheck the NA/RO/RW as needed. [NA--no access to user(s), RO--read only by user(s), RW--read write by user(s)]
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| − | #Click '''Save''' button at the bottom left of the Categories window.
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| − | #Reply to the question about changing '''ALL''' users with the same profile '''No'''. If you respond '''yes''' to this question this user plus all users with the same profile will have their permissions changed at this time.
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| − | '''How to Edit Permissions for Viewing Fields in the Student Master'''
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| − | #After opening up the User Management program for a school or the district, verify that the user has '''Student Master in the Category''' field.
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| − | #Click in the '''Program''' field for the Student Master Category. A popup will appear listing all programs associated with the Student Master.
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| − | #Select '''RW on the Student Master''' item in the list of programs.
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| − | #Click '''Save''' button at the bottom of the popup.
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| − | #Respond to the question about changing all users with the same profile. If you respond '''No''' only this user will be changed. If you respond '''Yes''' all users with this profile will be changed.
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| − | #A new Student Master item will appear on the next line for this user only or all users depending on your response in the previous step.
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| − | #Click in the '''Action''' field to the right of the P-Perm cell for the newly created Category/Program permission. A popup containing the list of Student Master fields for which for following permissions can be set: '''No Access, Read Only, Insert, Delete'''. Availability of these permissions can be different for the individual fields.
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| − | #Select the desired Action for one or more fields in the list.
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| − | #Click '''Save''' button at the bottom of the popup window.
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| − | #Respond to the question about changing all users with the same profile. If you respond '''No''' only this user will be changed. If you respond '''Yes''' all users with this profile will be changed.
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| − | #A new row will appear on the screen for the user(s) for newly added actions with the action and the A-Perm value.
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| − | #Edited permissions will be updated at this time for existing Actions.
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| − | ===Video How-to===
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| − | [[media:sY-UserManageCreate.mov| User Management Create and Edit video]] | |
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| − | '''To create a new user'''
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| − | #Click in the staff name field on the top blank line.
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| − | #A list of employees based on the setup box criteria will be displayed.
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| − | #Select the employee's name and the name will appear on the blank line along with a suggested login and password.
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| − | #You may edit the Login and password at this time or leave it as the generated info.
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| − | #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.
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| − | '''To change login and/or password'''
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| − | #Log in to WebPams and access the User Management system to change either the login or the password.
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| − | #'''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.
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| − | #The screen will refresh automatically and '''All''' of the original logins for this user will be updated.
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| − | #'''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.
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| − | #*'''Save''' allows you to manually enter the new password by typing the new password and clicking the '''save''' button.
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| − | #*'''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.
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| − | #The screen will refresh automatically and '''All''' of the original passwords will be updated.
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| − | '''To change the profile of a user'''
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| − | #Log in to WebPams and access the User Management system to change the profile of a user.
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| − | #Click on the profile that is to be changed. You may select any of the existing records for the user.
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| − | #Select the new profile from the popup list and click '''OK'''.
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| − | #Respond '''Yes''' to the question '''Do you wish to use the AP profile template?'''
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| − | #This will change the profile on the record selected and remove the remaining records.
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| − | #Permissions will now be set to those of the new profile.
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| − | '''To edit the permissions of a user'''
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| − | #Click in the '''Program''' cell to the right of the '''Category''' for the user.
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| − | #Select the '''NA, RO, or RW''' for the specific program to which permissions are being added or being removed.
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| − | #Click the '''Save''' button.
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| − | #There will be a '''Save mode''' popup window. Be careful with your response.
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| − | #*'''Yes''' will change the permissions for all persons with this profile.
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| − | #*'''No''' will change the permissions for this user only.
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| − | #*'''Cancel''' will NOT change any profile permissions
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| − | #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.
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| − | ::Note: Some Categories work in unison with each other. For example, Human Resources and Staff have to both be chosen in order to use the Program column.
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| − | ===Video How-to===
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| − | [[media:SY-NonTeacher.mov|Edit Permissions of a Non Teacher video]]
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| − | '''To edit permissions of a non-teacher user to give/take away the user's access to the Gradebook information for other teachers'''
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| − | #If a non-teacher (not a TE profile) is teaching at least one class, this person needs RW permission to JGradebook to create assignments and post grades for his/her own class(es).
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| − | #A decision must be made as to whether or not this non-teacher needs access to the Gradebook information for other teachers.
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| − | #Click in the Program field by JGradebook and '''select RW''' for JGradebook, click '''save''', then indicate whether or not to change permissions of all users who have the same profile (usually the response is No).
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| − | #A second line will appear for this user with JGradebook as the Category with the C Perm field blank. JGradebook will appear in the Program field with RW in the P Perm field.
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| − | #Click in the '''Action''' field and indicate whether '''Yes''' this non-TE can access other Gradebooks or '''No''' this non-TE cannot access other Gradebooks; then click '''Save'''.
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| − | #Indicate whether or not to change permissions of all users who have the same profile (usually the response is No).
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| − | '''To make a user Inactive'''
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| − | :*Click the check box in the '''Inactive''' column on any row for that user.
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| − | :*The screen will refresh and all rows for the user will have the check box in the Inactive column.
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| − | ===Video How-to===
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| − | [[media:SY-UserManageEditPrint.mov|User Management - Edit, Delete and Print video]]
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| − | '''To set multiple Sites for itinerant teachers'''
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| − | :*Click the site field and a list of district schools will be displayed.
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| − | :*Select the '''additional site(s)''' that the teacher serves.
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| − | '''To generate new passwords for ALL users''' (we recommend that you notify your staff that this will be done and how they are to obtain their new password)
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| − | #Click the '''Action''' button at the top right.
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| − | #Select '''Generate Passwords Only''' option.
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| − | #A '''Generate New Passwords''' popup will appear on the screen.
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| − | ::*Responding '''Yes''' will generate new passwords for all users. No one will be able to login until they are notified of their new password. This can be done using the '''Print All''' option on the '''Action''' button.
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| − | ::*Responding '''No or Cancel''' will exit the Generate Passwords Only option.
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| − | '''To Delete a group of users'''
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| − | #Click the '''Action''' button at the top right.
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| − | #Select '''Delete Group''' option.
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| − | #A popup will appear with a list of the available profiles.
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| − | #Select the profile(s) you wish to delete and click '''OK'''.
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| − | #A confirmation popup will appear cautioning you that all selected profiles will be deleted from '''ALL Schools'''.
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| − | ::*Responding '''Yes''' will delete security information for all staff who have the selected profile(s)at '''All Schools''' in the district. No one will be able to login until they are notified of their new user names and passwords. This can be done using the '''Print Select''' option on the '''Action''' button.
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| − | ::*Responding '''No''' will get a second popup confirmation cautioning you that all selected profiles will be deleted from the set of profiles for the site displayed on the screen.
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| − | ::*At this time you must respond again with '''Yes, No, or Cancel'''.
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| − | :::*Responding '''Yes''' will delete security information for all staff who have the selected profile(s)at the site displayed on the screen. No one will be able to login until they are notified of their new user names and passwords. This can be done using the '''Print Select''' option on the '''Action''' button.
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| − | :::*Responding '''No''' will exit the '''Delete Group''' option.
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| − | ::*Responding '''Cancel''' to either set of confirmation questions will exit the '''Delete Group''' option.
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| − | '''To Print All login names and passwords'''
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| − | #Click the '''Action''' button at the top right.
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| − | #Select '''Print All''' option.
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| − | #A '''Message''' popup will appear. If you want a message type it and click close. If you do not want a message to be included, click the close button without typing any message.
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| − | #A popup will appear warning you that you are about to create security data information outside your security umbrella.
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| − | #Click '''OK'''.
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| − | #:*A print preview appears on the screen. Click the printer icon at the bottom right of the print preview. Then click the print button at the top left of the preview window.
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| − | '''To Print Select login names and passwords'''
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| − | #This option will print one page per user with the ability to print a message.
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| − | #Click the '''Action''' button at the top right.
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| − | #Select '''Print Select''' option.
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| − | #A popup will appear on the screen listing all users.
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| − | #Click the check box to the left of the name(s) for the user(s) whose information you want to print.
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| − | #Click '''Print Selected''' button at the bottom of the window.
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| − | #A '''Message''' popup will appear. If you want a message type it and click close. If you do not want a message to be included, click the close button without typing any message.
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| − | #A popup will appear warning you that you are about to create security data information outside your security umbrella.
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| − | #Click '''OK'''.
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| − | #A print preview appears on the screen. Click the printer icon at the bottom right of the print preview. Then click the print button at the top left of the preview window.
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| − | ==Video How-to==
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| − | | |
| − | [[media:SY-UserManageProfile.mov|User Management - Profile and Student Master Permissions video]]
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| − | '''The following sections will provide instructions on how to change permissions for a profile group, for an individual user, and for access to some fields on the Student Master by individual or groups users.'''
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| − | | |
| − | | |
| − | '''How to Edit Permissions for a Profile using an existing User with the Profile that needs to be edited'''
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| − | #After opening up the User Management program for a school or the district, click in the '''Category''' field on any of the categories for the user with the profile you are editing.
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| − | #Check/Uncheck the NA/RO/RW as needed. (NA--no access, RO--read only, RW--read write)
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| − | #Click '''Save''' button at the bottom left of the Categories window.
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| − | #Reply to the question about changing '''ALL''' users with the same profile. If you respond '''yes''' to this question all users with the same profile will have their permissions changed at this time.
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| − | | |
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| − | '''How to Edit Permissions for a Profile using the Profile Template'''
| + | :[[Edit Non Teacher]] |
| − | #After opening up the User Management program for a school or the district, click the '''Action''' button at the top right.
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| − | #Select '''Profile Template'''. A window will appear that lists all profiles with each set of permissions per school.
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| − | #Click in the '''Category''' cell for the Profile that you need to edit.
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| − | #Check/Uncheck the NA/RO/RW as needed. (NA--no access, RO--read only, RW--read write)
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| − | #Click '''Save''' button at the bottom left of the Categories window.
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| − | #Reply to the question about changing '''ALL''' users at '''ALL''' schools with the same profile. If you respond '''yes''' to this question all users with the same profile will have their permissions changed at this time.
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| | + | :[[Edit, Delete and Print]] |
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| − | '''How to Edit Permissions of Individual Users'''
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| − | #After opening up the User Management program for a school or the district, click in the '''Category''' field on any of the categories for the user with the profile you are editing.
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| − | #Check/Uncheck the NA/RO/RW as needed. [NA--no access to user(s), RO--read only by user(s), RW--read write by user(s)]
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| − | #Click '''Save''' button at the bottom left of the Categories window.
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| − | #Reply to the question about changing '''ALL''' users with the same profile '''No'''. If you respond '''yes''' to this question this user plus all users with the same profile will have their permissions changed at this time.
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| | + | ---- |
| | + | [[System|'''System''' Main Page]] |
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| − | '''How to Edit Permissions for Viewing Fields in the Student Master'''
| + | ---- |
| − | #After opening up the User Management program for a school or the district, verify that the user has '''Student Master in the Category''' field.
| + | [[WebPams|'''JCampus''' Main Page]] |
| − | #Click in the '''Program''' field for the Student Master Category. A popup will appear listing all programs associated with the Student Master.
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| − | #Select '''RW on the Student Master''' item in the list of programs.
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| − | #Click '''Save''' button at the bottom of the popup.
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| − | #Respond to the question about changing all users with the same profile. If you respond '''No''' only this user will be changed. If you respond '''Yes''' all users with this profile will be changed.
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| − | #A new Student Master item will appear on the next line for this user only or all users depending on your response in the previous step.
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| − | #Click in the '''Action''' field to the right of the P-Perm cell for the newly created Category/Program permission. A popup containing the list of Student Master fields for which for following permissions can be set: '''No Access, Read Only, Insert, Delete'''. Availability of these permissions can be different for the individual fields.
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| − | #Select the desired Action for one or more fields in the list.
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| − | #Click '''Save''' button at the bottom of the popup window.
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| − | #Respond to the question about changing all users with the same profile. If you respond '''No''' only this user will be changed. If you respond '''Yes''' all users with this profile will be changed.
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| − | #A new row will appear on the screen for the user(s) for newly added actions with the action and the A-Perm value.
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| − | #Edited permissions will be updated at this time for existing Actions.
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