Managing Users. Overview for School Admin Users Define Users Users Module Add Users Importing Users...
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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
