Difference between revisions of "User Management"

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[[Edit Non Teacher]]
 
[[Edit Non Teacher]]
  
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[[Edit, Delete and Print]]
  
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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.
 
  
  

Revision as of 09:18, 18 December 2013


User Management Overview

Profile and Student Master Permissions

Create and Edit

Edit Non Teacher

Edit, Delete and Print



Video How-to

User Management - Profile and Student Master Permissions video


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.


How to Edit Permissions for a Profile using an existing User with the Profile that needs to be edited

  1. 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.
  2. Check/Uncheck the NA/RO/RW as needed. (NA--no access, RO--read only, RW--read write)
  3. Click Save button at the bottom left of the Categories window.
  4. 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.


How to Edit Permissions for a Profile using the Profile Template

  1. After opening up the User Management program for a school or the district, click the Action button at the top right.
  2. Select Profile Template. A window will appear that lists all profiles with each set of permissions per school.
  3. Click in the Category cell for the Profile that you need to edit.
  4. Check/Uncheck the NA/RO/RW as needed. (NA--no access, RO--read only, RW--read write)
  5. Click Save button at the bottom left of the Categories window.
  6. 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.


How to Edit Permissions of Individual Users

  1. 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.
  2. 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)]
  3. Click Save button at the bottom left of the Categories window.
  4. 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.


How to Edit Permissions for Viewing Fields in the Student Master

  1. After opening up the User Management program for a school or the district, verify that the user has Student Master in the Category field.
  2. Click in the Program field for the Student Master Category. A popup will appear listing all programs associated with the Student Master.
  3. Select RW on the Student Master item in the list of programs.
  4. Click Save button at the bottom of the popup.
  5. 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.
  6. 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.
  7. 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.
  8. Select the desired Action for one or more fields in the list.
  9. Click Save button at the bottom of the popup window.
  10. 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.
  11. A new row will appear on the screen for the user(s) for newly added actions with the action and the A-Perm value.
  12. Edited permissions will be updated at this time for existing Actions.
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