Navigating User management

Heads up: This feature is not available to all Connect Users. For 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 are also able to give your staff access to  modules that are not manageable via Custom Permissions.

These include:

Connect High Impact

Dynamic Groups

Help Center

Preferred Contact Making

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Student Groups 

This article will cover:

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

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:Typically we see teachers and other non-admin staff to have Scope to Own set to True for their communications, meaning that they only see the data/communications related to their students rostered to them.

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

Creating New Users

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

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

You will want to populate at minimum the fields with a red asterisk above:

• First Name
• Last Name
• Mobile Number (this number will be associated with their user account in Connect)
• Username (this should be their work email address)
• District Level User? (Yes / No)
• If No, to which School(s) does this user belong?
• Which modules should they have? See notes above.
• Is this user a teacher? (Yes / No)

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

If you are the SPOC for your district, you will likely also see a Scope to Own Communications? field under the Username field. If the user should only see their communications with students, you would want this to be set to Yes, otherwise, if the user should be able to see everything, you can set this to No.

Make sure to click Update when you have added all the necessary information.

Modifying and Removing Users

1.Click on User Management

2. Search for the User in the Search Bar

3.Click the Actions Drop-down

Deactivating the User

1. Click Deactivate 
2. Click OK

Modifying the User

1. Click Modify

The below screen will appear

2. Make all the necessary updates

Note: To remove a module click the small X need to the module name

Note: To Add a Module  click in the white box under Modules and see a drop-down of the modules appear. 

3. Click Update

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