Users

When you click on the profile button in the top right, the second option is Users. Here you can see the list of users that have already been created.

To create a new user

1. Click Add in the top bar.
2. Enter the new user’s Display Name, First Name, Last Name, and Email address.
3. Assign the user a role.

The new user will receive an email with instructions on completing the registration process. 

• In the User section of the User menu, you can view all users associated with your site. To access this page, click User from the personal menu.

  To add a new user, click the Add button, fill in the basic information, and then click Save. The user will receive a temporary password via email, which they can use to log in to the website.

  When editing a user, you’ll see a list of available roles. You can assign one or more roles to each user, and the roles you select will determine how much access the user has within the system.

  For example, if the user is assigned the View Only role, they will not be able to make changes to student or route records.

  Now, let’s log in using a support account. As expected, the system will prevent the user from editing student or route records due to the limited permissions associated with their role.

Roles and Security

Each role has different permissions and access to the site. You can select one of the roles from this list or, if you need a role with more specific permissions, create a new one.

To create a new role: 

1. Go back to the profile button and select Roles.
2. Create a new role by clicking on Add.
3. Name the new role and select the schools that this role can access.

To change the permissions that your new role has:

1. Click the profile button.
2. Go down to Security.
3. Select your role.
4. Select the permissions you would like that role to have.

Now that you have a new role with all of the appropriate permissions, you can assign that role to a user.

• To add or modify the roles that can be assigned to users, go to the Roles section under the Personal menu. You will see several default roles, as well as an Add (+) button, which allows you to create new roles tailored to your specific needs.

  When creating a role, you can limit access by selecting only the schools you want users with that role to be able to view or manage. For example, you can create a role called School Staff – Forest Elementary School. In this case, you would keep Forest Elementary School checked and leave the other schools unchecked. This ensures that users with this role can only view or edit information related to Forest Elementary School.

  Be sure to click the Save button after making any changes.

  For more granular control over what users can do within those roles, go to the Security section in the User menu. In the Security Settings, you'll see both the default roles and any custom roles you've created.

  Select a role to configure its permissions. You can choose whether users assigned to that role can View, Add, Edit, Delete, or otherwise interact with different parts of the system.

  Once your security settings are configured to meet your needs, don’t forget to click Save.

  For example, if you configure the Forest Elementary Staff role to allow only View access to Student Info and Route Info, then users with this role will see only the Student and Route tabs when logged in. Additionally, they will only be able to see students attending Forest Elementary and routes heading to that school.

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