Admin Guide: Manage Users

Review the ASCENDER MemberPortal Navigation page to familiarize yourself with the portal.

To access the ASCENDER MemberPortal, you must log on.

• If you are a new user and do not have an ASCENDER MemberPortal account, you must create an account.
• In some cases, your fiscal agent will create your account and provide you with a user name and password. In this scenario, use the information provided to log on. Upon initial logon, you will be prompted to reset your password and set up a security question.

It is recommended that fiscal agents create at least one MemberPortal user with admin permission for each member LEA. If you are an admin user, you will have access to the Manage Users page in MemberPortal where you can add, change, and delete user accounts in MemberPortal for users within your member LEA.

The following steps allow MemberPortal admin users to manage MemberPortal user profiles.

1. Create and maintain user profiles.

   Create and maintain user profiles

   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.

   

   Add a record:

   ❏ If the user did not create an account in MemberPortal, click New User to open the User detail pop-up window and enter the applicable data to create the user's MemberPortal profile.

   When creating a new MemberPortal user or resetting a user's password, the change password date is set to 01/01/2000, which requires the user to change their password upon logging on to MemberPortal.

   ❏ Under User:

   First Name	Type the user's first name. This field can be a maximum of 50 characters.
   Last Name	Type the user's last name. This field can be a maximum of 50 characters.

   ❏ In the Phone fields:

   Area Cd	Type the three-digit area code of the phone number.
   Phone Nbr	Type the seven-digit phone number.
   Ext	Type the four-digit extension number if any.

   Member	This field is automatically populated with your assigned Member information (six-digit county district number and name) as set up for your admin user profile in ASCENDER Grants and Projects.
   Admin	Select to indicate that the user is an admin user. Users designated as Admin users will be able to manage users for their assigned member in MemberPortal.
   Status	Click to select the user's status (A - Active or I - Inactive).
   E-mail	Type the user's email address. The field can be a maximum of 45 characters.
   E-mail Opt-Out	Select to indicate that this user is opted out of receiving emails.
   User Name	Type a 6-25 character user name. (No embedded spaces are allowed.)
   Password	Type a new password. If the user initiated the account profile via MemberPortal, this field is populated with an encoded and masked version of the user's password to secure their credentials. Fiscal agents or admin users can update user passwords as needed. Requirements: • 8-46 alphanumeric characters • Three of the following: uppercase, lowercase, numeric, and special characters • Case-sensitive

   ❏ Under Grant Types:

   Grant Type	Begin typing the grant type or description. As you type the data, a drop-down list of corresponding data is displayed. Select a grant. If the grant type or description is not known, click to select a grant from the Grant Types lookup or press the Spacebar to view a list of grant types.
   Accessibility	Click to select the user's level of access to the corresponding grant type. • All • Inquire Only • Enter and Save Data • Submit Reimbursement Request • Submit Budget Revision Request Note: If a user only has access to enter and save data, they can only update their requests.

   ❏ Click +Add to add additional rows.

   ❏ Click Save. Otherwise, click Cancel to return to the Manage Users page without adding data.

   After you completed the user's profile, click Save.

   

   The user will now have access to the assigned grant type based on the level of accessibility. You will notice that the Member column is now populated for the user profile.