User Management Overview

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.

Video=

User Management Overview video

Getting Started

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

Setup Options

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
• Sites--Provides a method of creating a single user name and password for itinerant teachers.
• Created--Computer generated date that the record(s) were created.
• Changed--Computer generated date that the record(s) were changed.

Action Buttons

• 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--one sheet per person of their user name and password will be printed.
• User Profile--user's basic job category
• Create File--allows for the creation of a PDF or a CSV file.

---

System Main Page

User Management Main Page