Managing Staff with User Management

Heads up: This feature is not available to all Connect Users. If you would like more questions, reach out to your Customer Success Manager.

User Management enables users to add non-teachers to Connect who would not be provisioned with each nightly sync. With User Management, you can also grant your staff access to modules that are not manageable via Custom Permissions.

This article will cover:

• How to Create a User
• Recommendations of who should have which module
• A Note About Roles
• How to Modify and Deactivate a User

How to Create a User

Teacher accounts should automatically be provisioned with each nightly sync. You can see them in the Teacher Creation tab of User Management.

To create a new Non-Teacher user,

1. Click on User Management

2. Click Create User

   

3. From there, you will get a screen that looks like this: 

   

   The Job Title, Position, and Groups fields are optional; everything else should be filled out. 

Note: Newly created accounts require an overnight sync before you will see them populated in Connect.

If you are the main point of contact for your district, you will see a Scope to Own Communications field under the Username field. If the user should only see data associated with students rostered to them, set this to Yes. If the user should be able to see all data within their school or district, set this to No.

Please note that a School Admin must have this set to No in order to get their role permissions, and a School Staff (Proctor) must have this set to Yes.

Make sure to click Create User at the bottom of the screen when done. 

A Note About Roles

Connect supports six different roles - two district-level roles (District Admin and District Staff), and four campus-level roles (School Admin, Teacher, Proctor, and Aide). Each of these roles can have a default set of permissions in Connect. Permissions affect a user’s scope and access to functions within Connect. Independent of their role, each user can also have a set of modules, which provide additional tools to those users.

For more information on default role permissions and where you can find them, check out this article.

Recommendations of Who Should Have Which Module

Below is a generalized recommendation of who should receive which module.  You may need to customize modules and settings by role based on the unique needs of your district/school, but this is a good place to start.

In general, the sensitive modules are:

• User Admin (the ability to create and edit accounts)
• User Group Admin (the ability to create student access for other account holders through Groups)

Note: Administrators often have the Scope to Own set to False so that they can access all the data and communications in the location(s) that they belong to.

How to Modify and Deactivate a User

1. From the left-side navigation menu, click User Management.
2. Search for the user you'd like to update. 
3. Click the Actions dropdown menu.
4. Choose if you wish to make changes or deactivate this user. 

Modifying the User

1. Click Modify, and the screen below will appear: 
   

2. Make all the necessary updates

   Note: 

   • To remove a module, click the small X next to the module name
   • To add a Module, click in the white box under Modules and see a drop-down of the modules appear. 
   • 🎊 The new Connect Role field allows you to update the user role in Connect.
3. Click Update

Deactivating the User

1. Click Deactivate
2. Click OK

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