Update Users




Support > Online Guides > Administrative Guide > Update Users

Administrative users can update user account information and permissions.

Update account information:

Update permissions:

Update name link

Update a user's name (eg user changes last name).

directions_walk Steps

  1. Visit Users in the left menu.
  2. Search for the user you wish to update.
  3. Visit the Basics tab.
  4. Update First name and/or Last name fields.
  5. Click the Update user button.

Update email address link

Update a user's email address when it is incorrect or changes.

directions_walk Steps

  1. Visit Users in the left menu.
  2. Search for the user you wish to update.
  3. Visit the Details tab.
  4. Click the Change email link.
  5. The user's current email will be shown. Enter the new email for this user. See email tips
  6. Click the Save button.

The user will be sent an email containing a link to confirm they can access this new email address. The user's email address will remain unchanged in the admin web interface and for login purposes until they follow the confirmation link in this email.

Update LDAP information link

If your district uses LDAP, you can update each user's LDAP username or set them to instead use an application username and password (only do so if they are not in LDAP).

directions_walk Steps

  1. Visit Users in the left menu.
  2. Search for the user you wish to update.
  3. Visit the Details tab.
  4. Update the fields below as needed:
    • LDAP username: The LDAP username for this user if
      • They are in LDAP and
      • Their LDAP username is not the same as their email username (eg LDAP username is "smithb", while their email address is "bsmith@schools.org")
    • User not in LDAP: Check when the user does not have an LDAP account (eg a related service provider)
  5. Click the Update user button.

Send password reset link

Administrators can send users an email containing a link for them to reset their password. This is helpful when:

directions_walk Steps

  1. Visit Users in the left menu.
  2. Search for the user you wish to update.
  3. Visit the Details tab.
  4. Click the Send password reset link.
    • lightbulb Tip
      If the user uses LDAP authentication, a message will denote that the user must instead reset their LDAP password using your district-specific process.
    • lightbulb Tip
      If the user does not have a valid email address entered, a password reset email cannot be sent. First update the user's email address
  5. A message stating an email will be sent to the user is shown. Click the Send button.

Update whether admin account link

Promote or demote an existing user to/from an admin account. Admin accounts have full system priveleges.

directions_walk Steps

  1. Visit Users in the left menu.
  2. Search for the user you wish to update.
  3. Visit the Basics tab.
  4. Locate the Admin account checkbox. Check or uncheck this box depending on whether the user should have an admin account going forward.
  5. Click the Update user button.

Update user groups link

User groups allow administrators to define a set of form default and maximum permissions specific to student building.

directions_walk Steps

To update user group(s) for a specific user:

  1. Visit Users in the left menu.
  2. Search for the user you wish to update.
  3. Visit the Basics tab.
  4. Locate the User groups dropdown. Select a user group from the dropdown to apply each applicable user group. Click the X next to any user group listed to remove it.
  5. Click the Update user button.

To update user group(s) for many users in bulk:

  1. Visit Users in the left menu.
  2. Check the users you wish to update.
  3. Click the button Update user group.
  4. Each user group will be listed in the dropdown twice - once to add, once to remove. Click the desired user group and option.
  5. The user groups each user belongs to may be seen in the user list on the far right of each row. Each of the checked users should now be updated per your selection.
  6. Repeated using the Update user group button until all users have been updated as desired.


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