Users

Prev Next

The Users screen serves as the central hub for managing user accounts across the district. From this screen, system administrators can search for staff, assign roles and rights, update profiles, add users to groups, and delete accounts that are no longer in use.

The Users list is made up of the following columns:

  • Name - Displays users by last name, first name in ascending or descending alphabetical order.

  • Email - Displays the email address associated with the user’s account.

  • Account Status - Indicates whether the user account is active or deactivated.

To search for a specific user, enter a first name, last name, or email address into the Search by Name or Email field to filter the list. The list automatically updates to match your search criteria.

The drop-down menu allows you to filter the list to show Active users, Deactivated users, or both.

Reset Filters clears all filters, including both the drop-down menu and any search criteria that you entered, returning the list to its default settings.

User Profile

When you select a row from the list, the user profile appears, broken down into the following tabs:

  • General – View and edit basic user information like name, email, and photo. Admins can also manage SIS-linked fields and reset passwords from here.

  • Staff Profile – Update profile details such as job role, subjects taught, grade levels taught, birth date, certification information, and demographics.

  • Member Of – Manage the user’s membership to custom groups. Groups can be used for reporting or team-based organization and are configured on the Groups screen.

  • Roles – Assign pre-defined roles like Principal, Director, or System Administrator. These roles group common rights together for consistent access control.

  • Rights – Fine-tune access by assigning or removing specific rights. Rights are assigned individually when roles don't cover a user’s exact needs.

  • Access Keys – Add a set of unique, secure login credentials to authenticate automated processes, such as test file imports. To have this tab available, you must have the Access Key feature enabled for your district and the System Administrator role and/or the Manage Users right assigned to you.