Differences

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--- manageusers:manageusers [2018/08/15 19:42] – emoreno
+++ manageusers:manageusers [2024/04/04 16:05] (current) – emoreno
@@ Line 5: / Line 5: @@
 //**Security Administration > Manage Users**//
-<WRAP round intro>This page is used to create users and 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 TxEIS to which he can access.
+<WRAP round intro>This page is used to create, edit, and delete users. You can assign various roles to each user, which include permissions to various components of ASCENDER. Each user can be assigned one or more roles, pay frequencies, campuses, and warehouses.
-After creating users and performing other functions, you must exit any applications to which you are logged on in order to refresh the security permissions.
+After creating users and performing other functions, you must exit any applications to which you are logged on to refresh the security permissions.
+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.
 </WRAP>
@@ Line 12: / Line 20: @@
 ====Retrieve a record:====
-^Retrieve an existing user|++Search for a user.|{{page>general:securityadministration_search_for_user}}++|
+^Retrieve an existing user.|{{page>general:securityadministration_search_for_user}}|
+VCV Under **Results**, select the desired user(s) for which you want to make changes.
+  * If you select multiple names, the **Edit User** button is disabled.
+  * If you select an administrative user, a pop-up window is displayed indicating that the administrative user's properties cannot be changed.
+----
+==== Assign/unassign frequencies: ====
+VCV Click either the **Assign Frequencies** or **Unassign Frequencies** buttons to assign/unassign pay frequencies for the selected user(s).
+  * If assigning frequencies, the Assign Frequencies pop-up window is displayed with a list of established pay frequencies that you can choose to assign to the user. If unassigning frequencies, the Unassign Frequencies pop-up window is displayed with a list of pay frequencies that are already assigned to the user.
+  * Select the frequencies to assign/unassign.
+  * Click **OK** to accept the changes.
+  * Click **Cancel** to close the pop-up window without accepting the changes.
+----
+==== Assign/unassign warehouses: ====
+VCV Click either the **Assign Warehouses** or **Unassign Warehouses** buttons to assign/unassign warehouses.
+  * If assigning warehouses, the Assign Warehouses pop-up window is displayed with a list of established warehouses that you can choose to assign to the user. If unassigning warehouses, the Unassign Warehouses pop-up window is displayed with a list of warehouses that are already assigned to the user.
+  * Select the warehouses to assign/unassign.
+  * Click **OK** to accept the changes.
+  * Click **Cancel** to close the pop-up window without accepting the changes.
+----
+==== Assign/unassign roles: ====
+VCV Click either the **Assign Roles** or **Unassign Roles** buttons to assign/unassign roles.
+  * If assigning roles, the Assign Roles pop-up window is displayed with a list of established roles and campuses that you can choose to assign to the user. If unassigning roles, the Unassign Roles pop-up window is displayed with a list of roles that are already assigned to the user.
+  * Select the roles and campuses to assign/unassign.
+  * Click **OK** to accept the changes.
+  * Click **Cancel** to close the pop-up window without accepting the changes.
+----
+==== Create a new user: ====
+{{page>general:new_user}}
+----
+==== Restore a user: ====
+{{page>general:restore_user}}
+----
+==== Edit a user: ====
+VCV Click **Edit User** to edit a user. The [[manageusers:createeditusers|Edit User]] page is displayed.
+----
+==== Delete a user: ====
+{{page>general:delete_user}}
-Under **Results**:
-{{page>general:manage_users_results}}
-====Other functions and features:====
-^ Button                                       ^ Description   ^  /*Table with two rows*/
-^Assign Frequencies|{{page>general:assign_frequencies}}|
-^Unassign Frequencies|{{page>general:unassign_frequencies}}|
-^Assign Warehouses|{{page>general:assign_warehouses}}|
-^Unassign Warehouses|{{page>general:unassign_warehouses}}|
-^Assign Roles|{{page>general:assign_roles}}|
-^Unassign Roles|{{page>general:unassign_roles}}|
-^Restore Users|{{page>general:restore_user}}|
-^Edit User|{{page>general:edit_user}}|
-^Delete User|{{page>general:delete_user}}|
-^New User|{{page>general:new_user}}|
 {{indexmenu_n>2}}

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