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Managing Users. Overview for School Admin. Users. Topic Areas. 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
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Topic Areas • 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
What is a User • A parent, staff, student, community member, etc. with a record they can update • Registered Users are: • Preloaded into the System • Manually Registered • Users can: • Edit Record • Select Notification Groups and relationships • Update personal information • Unsubscribe
Users Module • 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
Add Users • Manual Addition • User name is the unique field • Email addresses are optional (Add User)
Adding Users • Importing Users • District Administrator • Interface Administrator
Adding Users • Importing groups • Assign Users to groups • Users must already have a record ( Import Groups)
List Users • See total User count • Search through list alphabetically • Add New User • Edit Records • Search for duplicate first and last names • Search by interface or all • Click to view both active and inactive users • What would you like to do with record?
Search Users Use partial data to search for email addresses on a certain domains. There are no wildcard search characters needed.
Update Users • In addition to updating individual User records, you can also update groups of users based on: • Search criteria • Alphabetized lists (List Users) (Search Users)
Update 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 (List Users) (Search Users)
Admin Tip • Searches done by interface administrators or while on a particular school interface will return users with any relationship to your school.
User Reports Reports > Users Select the options to get a list of related users.
Admin Tip • 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
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 Relationship Group Option Registered Interface 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 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 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
