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Add a New User Account

Authorized individuals have the ability to manually set up new user accounts at the campus or district level.

REQUIRED ROLE: District User Admin or Campus User Admin

SITE ACCESS: System Management > Account Administration > Add User

 

From the Account Administration page, click the Add User menu option.

account administration navigation menu with the add user button outlined

 

Select the appropriate User Roles. The User and ePlanner roles are selected by default.

user roles section displaying all possible roles with their associated check boxes

Note: Users with the District User Admin role will see both district and campus-level roles, whereas those with the Campus User Admin role will only see campus-level roles.


Enter the First Name, Last Name, District Email Address, and Employee ID (if known) for the user. The Employee ID is the internal alphanumeric identifier the district assigns to each of its employees.

name, email address, and employee i d fields with sample data entered

 

Enter a Password containing at least 6 characters. Type the password again to confirm.

password and confirm password fields with sample data entered

 

Check the box next to ‘Email welcome message’  if you’d like the user to receive login credentials via email. If you do not want the user to receive the email, do not check this box.

email welcome message field with an arrow pointing to its associated box checked

 

Select the appropriate Organization (district/campus) by clicking on Find Org.

organization field with an arrow pointing to the find org option

 

To find the appropriate campus (or district level), type the name in the Keyword Search field and click the magnifying glass icon. Select the appropriate organization from the list by clicking the radio button to its left.

organization key word search field with a sample campus entered and an arrow pointing to the magnifying glass icon, along with an arrow pointing to the selected radio button of the applicable campus displayed in the results area

Note: Users with the Campus User Admin role will only see the campus organization listed, and users with the District User Admin role will see the district-level organization along with all of its campuses.

If you have trouble locating the desired campus, just leave the search field blank and click the magnifying glass icon to perform an empty search. The results will include all applicable campuses within your district (based on your roles).

 

After completing the required fields and selecting an Organization, click Submit. A confirmation will appear, indicating the user account has been added successfully.

outlined submit button at the bottom of the page

 

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