Security Administration

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Trace: • Create and Edit Users
manageusers:createeditusers

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manageusers:createeditusers [2020/06/17 21:05] – emorenomanageusers:createeditusers [2024/04/04 16:05] (current) – emoreno
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-======Create or Edit Users======+====== Create and Edit Users ======
  
 <div #message></div> <div #message></div>
  
-//**Security Administration > Manage Users > Create/Edit User**//+//**Security Administration > Manage Users > Create and Edit Users**//
  
-<WRAP round intro>This page is used to create new users or edit existing users. You can establish the roles and permissions associated with each user. For each user, you can assign a role(s), pay frequency(ies), campus(es), and warehouse(s) to which he will have access. In addition, you can establish the components within ASCENDER to which a user can access. After creating users and performing other functions, you must exit any applications to which you are logged on to refresh the security permissions.</WRAP>+<WRAP round intro>This page is used to create new users or edit existing users. You can establish the roles and permissions associated with each user. 
  
 +In addition, you can establish the components within ASCENDER that a user can access. After creating users and performing other functions, you must exit any applications to which you are logged on to refresh the security permissions.
  
-====Add or edit user data:====+All ASCENDER users created in Security Administration are automatically granted permission to view all dashboard elements. However, the content within the dashboard element is driven by your user profile (**Profile Name**) in Security Administration with the exception of ASCENDER News, which is available to all users. The LEA News may be limited to certain users based on the LEA's preferences when adding the news entry in District Administration.
  
 +For additional information about dashboard, review the **ASCENDER Homepage & Quick View Dashboard** section in the [[https://help.ascendertx.com/business/doku.php/academy/business_overview_guide|Business]] or [[https://help.ascendertx.com/student/doku.php/academy/student/overview_guide|Student Overview]] guides.
  
-^ Button                                       ^ Description   ^  /*Table with two rows*/ +</WRAP>
-^New User|{{page>general:new_user}}|+
  
-Complete the necessary fields: 
  
-^ Field                                        ^ Description   ^  /*Table with two rows*/ +<div head3>Create a user:</div>
-^Last Name|Type the user's last name. The field can be a maximum of 30 characters.| +
-^First Name|Type the user's first name. The field can be a maximum of 30 characters.| +
-^Middle Initial|Type the first letter of the user's middle name. This field is optional and is only one character.| +
-^User ID|Type a user ID for the user. The field can be a maximum of 29 characters. The first character must be a letter.| +
-^Profile Name|{{page>general:profile_name}}| +
-^Employee Nbr|{{page>general:employee_number}}|+
  
-Under **Roles**:+{{page>general:create_user}}
  
-^Add|{{page>general:add_role}}|+----
  
 +<div head3>Edit a user:</div>
  
-Under **Applications View**, a list of each application available to the user is displayed.+{{page>general:edit_user}}
  
-Under **Set Password**: +----
-{{page>general:set_password}}+
  
-<div keep> +<div head3>Delete a user:</div>
-VCV Under **Pay Frequencies**, a list of existing pay frequencies is displayed. Select the pay frequencies to be assigned to the user.  +
- +
-VCV Under **Warehouses**, a list of existing warehouses is displayed. Select the warehouses to be assigned to the user. +
- +
-VCV Click **Save**. The profile name is populated and the user profile is saved.  +
- +
-After the record is saved and the user profile is created, you can manage user permissions.  +
-</div> +
- +
- +
-  * Select a role under **Roles** to view the role components. The view is changed from **Applications View** to **Manage Permissions**. You can add or update permissions by application in the Manage Permissions view.   +
-  * Click **Applications View** to return to the Applications View. +
- +
-Under **Manage Permissions (All Apps)**: +
- +
-{{page>general:manage_permissions}} +
- +
-[[general:odbclogin|Add an ODBC Login]]+
  
 +{{page>general:delete_user}}
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^Delete User|{{page>general:delete_user}}| 
 ^Save & Add New|Click to save all changes and clear the page to add data for another user.| ^Save & Add New|Click to save all changes and clear the page to add data for another user.|
 ^Create Role|{{page>general:create_role}}| ^Create Role|{{page>general:create_role}}|
-^Remove|{{page>general:remove_role}}| 
 ^Edit|Click to edit the campus(es) associated with the corresponding role.| ^Edit|Click to edit the campus(es) associated with the corresponding role.|
 ^Unlock|{{page>general:unlock}}| ^Unlock|{{page>general:unlock}}|
manageusers/createeditusers.1592427919.txt.gz · Last modified: 2020/06/17 16:05 (external edit)

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