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.