Managing Users

Overview for School Admin

Users

Users Define Users Users Module Add Users

Importing Users and Groups Manually adding users

Search for Users Update Users

Updating individual User records Updating groups of selected Users

Reports Targeting your Users

Define Relationships, Groups and Options Groups Module Adding groups and options Autoresponders Public vs Private & Shared groups and options

Topic Areas

Registered Users are: Preloaded into the System Manually Registered

Users can: Edit Record

Select Notification Groups and relationships

Update personal information Unsubscribe

What is a User

- A parent, staff, student, community member, etc. with a record they can update

Add Manually add users

List Returns an alphabetized list of users

Search Allows you to search for users based

on name, email address, etc. Import

Add users from a comma delimited file for bulk loads

Users vs Groups: Users = to import new subscribers Group = to assign existing subscribers to a

group

Users Module

Manual Addition User name is the unique field Email addresses are optional

Add Users

(Add User)

Importing Users District Administrator Interface Administrator

Adding Users

Importing groups Assign Users to groups Users must already have a record

Adding Users

( Import Groups)

List Users

Click to view both active and inactive

users

Search for duplicate first and last names

Search by interface or all

What would you like to

do with record?

• See total User count• Search through list alphabetically• Add New User• Edit Records

Search Users

Use partial data to search for email addresses on a certain domains. There are no wildcard search

characters needed.

In addition to updating individual User records, you can also update groups of users based on: Search criteria Alphabetized lists

Update Users

(Search Users)

(List Users)

To update groups, select the users from the list and then select action from the drop-down menu.

Actions include: Inactivate, Activate, Delete, Add to

Group, and Assign to Relationship

Update Users

(Search Users)

(List Users)

Searches done by interface administrators or while on a particular school interface will return users with any relationship to your school.

Admin Tip

User Reports

Select the options to get a list of related

users.

Reports > Users

The most common complaint from users: Not receiving communications via email/text

The most common cause: Set up problem in user profile, i.e.

Wrong email address (typo, old address) Phone number for text in the wrong phone number entry

field User may need to add From address to list of

accepted senders (whitelist) in email account

Admin Tip

Overview for School Admin

Targeting Your Users

Targeting Users

Relationship Association with particular school established through

Schools > Relationship section Group

Main Category Description becomes Registration Question

Option Registration Option Filters used when sending communication

Clarification Please

Group OptionRelationship

A category for options

Description becomes visible to users when register

Sub-category of Groups

The “answers” to the Group Description during Registration process

Group Option used to send to targeted group

Selected by user during registration process.

Users can have relationships with multiple schools

Messages can be sent to any school from District Interface

School interfaces can only send to Users that registered at that’s schools sign-up and Users that selected that school

Registered Interface

The school or district site where the User registered

Groups Module

Add Group – add a category and explanation for options

Add Option – adds the option that Users can select

List – Lists all Groups and options. Able to access and edit from this page.

Assign User – select users from Alphabetical list and/or by interface and assign to a group

Adding Groups

Add Group – add a category and explanation for options

Add Group

User Record

Adding Options

Add Option – adds the option that Users can select

Public vs Private & Shared

Public = group or option is visible when registering or updating record Private = subscriber must be assigned to group or option by

administrator Shared = group or option is available on all other interfaces

Thank You