People: Granting Dashboard & App Access (Account Information)

People: Granting Dashboard & App Access (Account Information)

Objective

 the steps needed to give a user access to the Dashboard and/or the App in their person record. 

Manage Dashboard Access

From the home menu click "People", then select "Manage People"

 

Search for the person and select the "Edit" pen icon next to the Person you want to edit




Click the "Account" tab at the top of the page above the user's profile picture



Edit the user's email address this Person is connected to in the "Connected Account" area in the "Username" field



If you want the user to have access to the Dashboard, go to the "Dashboard - Account Types" area and click on the "Add Account Type" field.

You can change someone's access from Teacher to Student, etc. in this space.



Manage App Access

To manage someone's access to the application, you will edit the "App Access" area



When you click "Add New Connection" the site will auto-populate if you are a single site user.
If they are a user with access to multiple sites, please make sure you are editing the correct site's application access.

Select the appropriate role from the "Role" drop-down menu.



Make sure to check mark the sites you want the user to be connected to in "Dashboard - Managed Sites"; look for the tiny white check mark next to the site.



Once you have competed your edits, scroll down to the bottom of the page and click OK if there is nothing else you want to edit on that person, and you will be returned to the mail People dashboard page.
      
  If you want to edit information in addition to the Primary Details, click "Apply" instead of "OK", then click the tab you would like to edit (i.e. Account/Identities/Relationships).  Once you have completed all the edits, then click OK to complete the process.



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