Add staff/users


Data Package: Any

Role: Account Holder or Administrator

 

1.   Sign in to your DataManager account with your Admin or Account Holder user name and password.

 

2.   From the top navigation bar (of any page), select Administration >  Manage Staff.

 

The Manage Staff page opens.

 

3.   Click Add Staff/Users on the main area of the page. The Create/Edit User form opens. Fields with an asterisk (*) are required.

 

4.    Click (None) to make fields editable, and then type in the boxes as follows:

  •  First Name, Middle Name (Optional), Last Name
  • Email Address: The staff/user will use this email address to log on to DataManager.
  • Gender (Optional)
  • Active User: Defaults to Yes. Selecting No prevents the user from accessing DataManager.
  • Roles: Determines access to information and actions. For more information, see Understanding Roles and Permissions.
  • Location: Places the user within your district's hierarchical structure for setting up, administering, and reporting on assessments. Use the following tips:
    • Click the right arrow () to expand the hierarchy, the down arrow () to collapse the hierarchy.
    • Select the check boxes for one or more locations.

5.    Do one of the following.
  • Click Save. A User Saved confirmation message appears. Click Save to finalize the new user and open a new blank Add Staff page.
  • To return to the Manage Staff page without adding the user, click the Back button.