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.

directions_walk STEPS

  1. Download the spreadsheet for your state: AZ | IL | ME | MI | NE | OH | PA | WI

  2. Open the spreadsheet. It contains 5 tabs:

    • Buildings
    • Users
    • Info-Roles (informational only)
    • Info-Forms (informational only)
    • Instructions (informational only)
  3. Buildings tab. Enter each Building Name and a 3-4 character Building Code.

    • If your district is planning to enable a Demographics Integration, make sure "Building Name" exactly matches the building name in your SIS.
    • The 3-4 character "Building Code" entered for each building will be referenced from the Users tab.
  4. Users tab. Enter each user with the following information:

    • Last Name. User last name as it should appear throughout the application.
    • First Name. User first name as it should appear throughout the application.
    • Username. User's username.
      • NOTE: If your district is planning to use LDAP/Active Directory, this username must exactly match the user's LDAP username. Typically, if Jane Doe has email address jdoe@walnut.k12.oh.us, Jane's LDAP username is jdoe.
    • Password. User's password. Optional.
      • If your district is planning to use LDAP/Active Directory, leave this blank (not needed).
      • If otherwise left blank, one default password will be set for all users.
    • Buildings. Comma-separated list of building code(s) (from the Buildings tab) the user should have access to students in.
    • Role. User's primary role (from the Info-Roles tab). If a given user's role is not specified in the Info-Roles tab, please enter the role with the closest match. To see a list of forms by role category, visit the Info-Forms tab.

lightbulb TIP
You may add an unlimited number of users.

Return your loader spreadsheet to your implementation coordinator or email to tier2help@samegoal.com.



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