| User setup > User accounts > Setting up user accounts

Setting up user accounts

Typically, a District Administrator can change, delete, and add user accounts. The District Administrator also has the option of rendering a user account temporarily inactive [>>], which prevents the user from using the system but maintains the account.

Note: If your system employs a directory service, you can use it to add or delete users. Your district may also have configured the directory service so that it controls the following settings: First Name, Middle Name, Last Name, Email Address, Home Phone Number, and Work Phone Number.

Within an account, you can adjust the account name, contact information, password, and the roles assigned. Note: An inactive role does not receive alerts to which that role is subscribed [>>].

An administrator can deactivate a role across the system [>>]. You can add or remove roles from a user account.

To edit a user account [DA]:

In the Admin menu, click District Setup. The District Setup page appears.

Under Users and Security, click Accounts. The Accounts page appears [Figure 117].

To create a new user account, click Add.

For scope, choose a list of user accounts to display. Choices include all users on the system, district users only, users at all schools, or all users at specific schools.

Or search for user accounts based on last and/or first name.

In the Name column, click a user account name. The Edit User page appears [Figure 118].

To delete a user account, select the user and in the Actions menu click Delete User. Note: You can only delete a user account for which there are no roles assigned.

Under General, enter or change information [Figure 118].

Under Roles, view the roles [>>] assigned to this account [Figure 119].

Click OK.

Figure 117 : Accounts page

Status: Indicates that the account is active.

Figure 118 : Edit User page

Account is active: Indicates that the account is active. To change this, click Deactivate.

More...

Figure 119: Edit User page: Roles

Active: Select the check boxes of the roles to which the user account should have access. Clear the check box(es) to remove access temporarily.

Table 43: Permissions pertaining to user account editing

To	You need this permission	Set to	Details
Change user settings such as User ID and password	Users > User Accounts	Edit	[>>]
Add, change, and delete users	Users > User Accounts	Delete	[>>]

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