Add Users

To create a new user:

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

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

Edit Users

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.

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