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Edit a User Account

Editing a user account allows authorized individuals to update the name, email address, permissions, and grade/subject/course assignments on a user's profile. 

REQUIRED ROLE: District User Admin or Campus User Admin

SITE ACCESS: System Management > Account Administration > Edit Users

 

When accessing the Account Administration section, you will automatically land on the Edit Users page.

main navigation menu at the top of the account administration page with an outline around the edit users option

the edit users search filters and search results section

 

Use the appropriate search filters to find the user account(s) to be updated. If you need assistance with this, please see the Search for User Accounts support guide. To access the Edit section of a user account, click the Options button to the right of a user in the search results and select Edit.

the user search results section with an expanded options menu and an arrow pointing to the edit option for a sample user account

 

Update the user's First Name, Last Name, or Email Address in the entry fields provided. 

the edit account section showing the first name, last name, and email address entry fields

 

All users have the default roles of User and ePlanner. To provide the user with additional roles/permissions, simply click the check box in front of the desired roles(s).

the edit account section showing the possible user roles with an arrow pointing to an example role titled campus content admin and its checked box

 

Additionally, to assign Grade Levels, Subject Areas, and/or Courses to a user's account, make the appropriate selections using the expandable headers.

NOTE: These grade level, subject area, and course settings are only utilized if Assessment Item Restrictions have been turned on for your district. If restrictions are turned ON for the district, users will only be able to view assessment items related to the Grade Level, Subject Area, and/or Course associated with their profile. For assistance with turning these restrictions on, please see the Assessment Item Restrictions support guide.

the edit account section showing the expandable grade level, subject area, and course categories

 

To assign applicable grades to a user's account, click the Grade Levels category and select all grades that apply.  

the edit account section showing the expanded grade level category with all grades and their respective check boxes and an arrow pointing to selected sample grades

To assign applicable Subject Areas and/or Courses to a user's account, repeat this process by expanding the respective category and selecting all that apply. 

 

After updating any of the areas outlined above, click the Save button to perform the changes and return to the Edit Users page.

the edit account section with an arrow pointing to the save button in the upper right corner

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