Users

Users Overview (Manage)

District administrators have access to a section called Configuration. Administrators will have the option to adjust Manage settings, including user permissions. Administrators can assign as many sets of budget+role to a user as they see fit, but each user can only have one role per unique budget. You will need to first make sure that at least one budget and role exist and that the role has some buckets created and assigned to it as well. Without this data, you are unable to assign a budget+role combination to a user.

Create a new user

If you would like to create one user in Manage, follow the steps below:

Select Configuration.
Select Users.
Choose Create User.
Fill out the User and Permissions Form.
Select +Add Role to associate the user with an existing role.
Select Proceed to Review.
Use Save and Confirm to create the user.

Deactivate a user

If you would like to delete a user in Manage, follow the steps below:

Select Configuration.
Select the Users.
Select the user who you'd like to edit.
Select the Ellipsis.
Select Edit user.
Select Deactivate User.
Acknowledge that you would like to deactivate the user and select Deactivate User.
Select OK to remove the user.

This action can also be performed through the Upload function. In the field “Is Active?”, select false to deactivate users.

Reactivate a user

If you would like reactive a user, follow the steps below:

Select Configuration.
Select the Users.
Select the user who you'd like to edit.
Select the Ellipsis.
Select Reactive User
Acknowledge that you would like to reactivate the user and select Reactivate User.

This action can also be performed through the Upload function. In the field “Is Active?”, select true to reactivate users.

Edit a user

If you would like to edit a user's Individual Permissions, follow the steps below.

Select Configuration.
Select Users.
Choose the ellipsis
Select Edit User.
Modify Individual Permissions.
1. Can Update Flagged Positions.
2. Can View Compensation Information.
Select Confirm and Save.

Add a Role to an existing User

Select Configuration.
Select Users.
Choose the ellipsis
Select Edit User.
Select +Add Role to access available roles in Manage.
1. Users can be assigned to multiple roles
Select Confirm and Save.

Administrators can also add multiple roles to a user via the upload process.

Upload Users

Select Configuration.
Select Users.
Choose Download CSV Template.
Enter the data in your file.
Upload the CSV.
Map the fields in your file.
Select Review and Confirm.
Select Confirm and Save.

Explanation of Fields:

Field Name	Description	Format	Example
Name Required	The user's first and last name	Characters	Jane Doe
Email Required	The user's email address	Email	jane.doe@district.us
Budget Name	The name of the budget to assign the user to	Characters	STEM
Role Name	The title of the role the user will fulfill for the budget	Characters	Bookkeeper
Is Active?	Set this to 'false' to deactivate a user	Boolean	false