User Account Creation




Support > Online Guides > Implementation Guide > User Account Creation

User accounts may be added in the web interface at any time. However, bulk loading users during implementation saves time.

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You may add an unlimited number of users.

directions_walk Steps

To bulk create users during district onboarding:

  1. Download and open bulk-load-users.xlsx.

  2. Buildings tab. Enter each building in your district.

    • Building Name. Each building name should exactly match the building name in your student information system.
    • Building Code. A 3-4 character building abbreviation used in the Users tab.
  3. Users tab. Enter each user account to be created.

    • Last Name. User last name.
    • First Name. User first name.
    • Email. User's district email address. If they do not have an email within the district (eg they are a related service provider employed by an outside agency), enter their best work email address.
    • LDAP Username (leave blank if your district does not use LDAP). The user's LDAP username is only required when:
      • LDAP/Active Directory is enabled for the environment, and
      • The user is in LDAP, and
      • The LDAP username is different than the user's email username (eg LDAP username is "bobsmith", and email username is "bsmith")
    • Force Local Authentication (leave blank if your district does not use LDAP). Enter "Yes" when:
      • LDAP/Active Directory is enabled for the environment, but
      • The user is not in LDAP and/or should be authenticated without querying the LDAP/Active Directory server (eg instead use a password stored in SameGoal). This is common for related service providers contracted from outside agencies.
    • Buildings. A comma-separated list of Building Code(s) that represent the buildings each user should be able to access students in. Leave blank for admin users (as those can access all buildings).
    • Role. User's primary role. Enter the closest match from valid options below:
      • Special Education Teacher - Use for Special Education teachers and intervention specialists. Allows users to create and own all IEP-related forms, as well as edit documents they are added to.
      • Related Service Provider - Use for Special Education related service providers. Allows users to create and own progress monitoring documents, as well as edit documents they are added to (eg IEPs).
      • School Psychologist - Use for school psychologists responsible for Special Education evaluations. Allows users to create and own evaluation documents, as well as edit documents they are added to.
      • 504 Coordinator - Use for 504 coordinators who are not administrators (eg building 504 coordinators). Allows users to create and own 504 documents, as well as edit any document they are added to.
      • Gifted Intervention Specialist - Use for Gifted Intervention Specialists. Allows users to create and own gifted education documents, as well as edit any document they are added to.
      • Literacy Teacher - Use for staff responsible for reading improvement and literacy plans. Allows users to create and own K-4 literacy documents, as well as edit any document they are added to.
      • General Education Teacher - Use for general education teachers. These users will not be able to create or own documents, but can edit documents they are given edit access to.
      • Principal/Guidance - Use for principals and guidance counselors. Allows users to view documents district-wide by default, as well as edit any document they are given edit access to.
      • View Admin - Use for anyone who needs to view documents district-wide. These users cannot edit documents.
      • Partial Admin - Use for anyone who needs the ability to fully manage (have Is Owner privileges) on documents district-wide by default.
      • Admin - Use for administrators. Allows users to manage documents district-wide, manage users, run reports and configure district-wide settings.

Return this spreadsheet to your implementation coordinator or local partner assisting your district's onboarding.



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