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Add staff/users

 

Data Package: Any

Role: Account Holder or Administrator

 

To add a staff/user:

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 NameMiddle 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.