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manageusers
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Manage Users
MemberPortal > Manage Users
This page is only accessible by MemberPortal admin users. Admin users are designated by fiscal agents in ASCENDER Grants and Projects.
This page is used to manage MemberPortal user accounts. Member users can create an account via the MemberPortal; however, they will not have access to any grant information until the fiscal agent or an admin user for their assigned member LEA completes their MemberPortal user profile. Admin users can assign admin permissions to other MemberPortal users, tie users to specific members, and manage the level of access a user has to a grant type.
As a MemberPortal admin user, you can add, change, and delete MemberPortal users.
Retrieve a record:
❏ Under Users, use the following fields to retrieve a user record.
| First Name | Type the MemberPortal user's first name. |
|---|---|
| Last Name | Type the MemberPortal user's last name. |
| User Name | Type the MemberPortal user's user name. |
| Admin | Select to only include admin users. |
| Include Inactive | Select to include users with an inactive status. |
❏ Click Retrieve. A list of records matching your search criteria displays in the Results grid.
If the user created an account in MemberPortal, the user's information is displayed in the list of results. However, you will notice that the Member column is blank since their user profile has not been completed. At this point, the user does not have access to view any grant information in MemberPortal.
❏ Click 
to open the User detail pop-up window and enter the applicable data to complete the user's MemberPortal profile. The First Name, Last Name, Member, E-mail, and User Name fields are automatically populated.
Other functions and features:
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Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved. |
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manageusers.1636476736.txt.gz · Last modified: 2021/11/09 11:52 (external edit)