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Manage User Accounts
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The Manage User Accounts screen lets you find, edit, and add students to your class. Click the steps to learn more about managing student accounts.

1. Finding a Student
2. Deactivating a Student
3. Editing a Student Account
4. Editing Post Promotion Students
5. Adding a Student
6. Importing a Group of Students



1. Finding a Student

  1. On the Manage User Accounts screen, you can do one of the following:
    • Select the Show inactive accounts check box to find a student account that has been deactivated.
    • Type the First name, Last name, or User name to find a specific student.
  2. Click Find.
  3. To view the account details of a student, click the student’s name in the User Name column.


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2. Deactivating a Student

  1. Find the student that you want to deactivate.
  2. On the Edit User screen, click the Inactive radio button in the Account Status area.
  3. Click Save.
  4. Read the message that appears, and click OK. You return to the Manage User Accounts screen.

Notes
For a Soar to Success student:
• A message tells you that the student’s record and assignments in Soar to Success will be deleted.
• The Soar to Success flag is removed from the student’s record.
• The student is deactivated.
• A request is sent to Soar to Success to delete the student’s account and assignments.

 

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3. Editing a Student Account

  1. Find the student whose details you want to edit.
  2. On the Edit User screen you can edit any of the following student details:
    • Enter the First name, Middle initial, or Last name.
    • Select the Grade from the dropdown list.
    • Select the appropriate items on the Special Conditions and Special Services lists.
  3. Click Save.
  4. Read the message that appears, and click OK. You return to the Manage User Accounts screen.

Notes
For a Soar to Success student:
• The student’s record is updated.
• A request is sent to Soar to Success to update the student’s account.

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4. Editing Post Promotion Students

  1. Click Classes & Students tab, and then click Manage under Users.
  2. On the Manage User Accounts screen, Click Find.
    • You can enter the First name, Last name, or User name in the Find user accounts area. This is optional.
    • If you have not entered the First, Last, or User name, clicking Find will show a list of all the students in your school.
  3. Click a student’s User Name in the Available user accounts area.
  4. Select the promoted grade from the Grade dropdown list.
    • Click Active radio button in the Account status area to change the status of the student.
    • You can update the other fields as required.
    • If you save the update without changing the status from Inactive to Active, you will receive an error message.
  5. Click Save.
    1. Click OK on the message that appears. The student’s record is updated.
    2. If you click Cancel on the message that appears, the student’s record will not be updated.
    • You return to the Manage User Accounts screen.

Note
• When you are editing a student user account, the grade selected must be a valid value from Pre-K to Grade 8.

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5. Adding a Student

  1. Click Add… to add a new student.
  2. On the Add a New User screen, enter the student’s details:
    • Select Title from the dropdown list.
    • Enter the student's name in First name, Middle initial, and Last name fields. The Middle initial is optional.
    • Enter a unique user name for the student account in the User name field.
    • Enter the password for the student account in the Password field. Type the same password again for confirmation in the Retype password field. This is the name and password that the student will use to log in to the system, so make sure you make note of the information.
    • If your school has individual student ID numbers, enter that information in the Student ID field. (This field is optional.)
    • Select the student's Grade, Gender, English Proficiency, Ethnicity, and Economic Status.
    • Select the appropriate Special Conditions and Special Services. These details are related to the No Child Left Behind (NCLB) demographic categories. These categories are all optional, but they may be needed for running a performance report against these NCLB categories.
  3. Click Add to save the student's details and create the new account.
  4. Click OK on the message that appears. The User Account Registration Confirmation screen confirms the registration.
  5. Click Close to return to the Manage User Accounts screen.

Note
• You can also add students by clicking the Classes & Students tab, and then clicking Add under Users.

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6. Importing a Group of Students
You can add or edit many student accounts at once, by importing student details from an existing file.

  1. Click Import users… on the lower right of the Manage User Accounts screen.
  2. On the Import User screen, click Browse to find and open the file you want to import.
  3. In the Choose file dialog box, go to the folder where the file is stored, click the file name, and then click Open. The file must be in .csv format.
  4. Click Start Import on the lower right.
  5. Read the message that appears, and click OK. You return to the Manage User Accounts screen.

Notes
• Click the detailed instructions (PDF) link for instructions on how to create an import file.
• If there are updates to students flagged for Soar to Success, the students’ records are updated.

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