Administrative Guide

Learn the basics of SameGoal administration. Most actions below may be completed only by a user with an administrative account.

Users link

• Users
• User authentication
• Add users
• Update users
• Delete users
• Undelete users
• User roles
• Linked accounts reauthentication interval

Students link

• Students
• Add students
• Update students
• Delete students
• Undelete students
• Collapse student records
• Permanently purge student record

Documents link

• Mark documents incomplete (for correction)
• Undelete documents
• District-to-District transfer
• Permanently purge student document(s)

Reports link

• Reports

Settings link

• Buildings
• District banks
• District information
  • District name
  • District Reporting ID
  • Auto-update forms
  • District contact information
  • Local help desk information
  • Student Information System integration
  • Administrative options
    • Document validation
    • Electronic signatures
    • Draft watermark
    • Pre-approved user email domains
    • Procedural safeguards contact information
• Forms
• Bulk loader