21APR QG3 Manage Users
III. MANAGE USERS “I am adding users.”
1
Fig. 1
Manage Users / Add 2
Enter User Information
Fig. 2-5
3
First Name, Last Name, Email Address 4
State 5
Access Level 6
If GRANTEE USER: Select Grant(s) from list
Fig. 6
6
If SEA USER: Assign Responsibilities 7
Click Save
Fig. 7
8
User will receive an activation email
TIP: ACCESS LEVEL
TIP: STATE
GRANTEE USER: User in the grantee’s office. Assign the grantees to this user by selecting the grantee’s office from the drop down list. You may assign more than one grantee to be managed by this GRANTEE USER.
With the exception of BIE, you cannot select a state for your users other than the one you are assigned to as the SEA Super User.
SEA: User in the SEA’s office who support the SEA Super User. Assign Responsibilities: Input APR, Manage Users (limit of two), Explore Reports (limit of one), or Awards. Click to select or deselect a responsibility. 21APR QUICK GUIDE III
BIE has “BIE” selected in the Grantee’s first state field. You must select the Grantee’s actual state in the second state field.
Help Desk: 1-888-282-4589 [email protected]
III. MANAGE USERS “I am updating my users.” 1
Manage Users / Edit
Fig. 1
2
Find user in list
Fig. 2-3
3
Click username or click down arrow then Edit 4
Update user profile (name, email address)
Fig. 4
5
If GRANTEE USER: Update Grant(s) from list Fig. 6-7
6
If SEA USER: Update Responsibilities 7
Enter your password to confirm 8
Click Update Settings TIP: SEA RESPONSIBILTIES EXPLORE REPORTS: this user has the responsibility to explore reports. Limit of one. MANAGE USERS: these users have the responsibility to manage users in your state. Limit of two.
TIP: USER LIST To search for an existing user, scroll down until you find the user in the list, or begin typing the user’s name in the Search box. The list will auto-filter as you type.
SEA Super User is assigned all responsibilities by default. If the max number above are already assigned and you want to make a change, you must first unassign the responsibility from the old user before you can assign it to the new user. 21APR QUICK GUIDE III
Help Desk: 1-888-282-4589 [email protected]
1
Fig. 1
Manage Users / Add 2
Enter User Information
Fig. 2-5
3
First Name, Last Name, Email Address 4
State 5
Access Level 6
If GRANTEE USER: Select Grant(s) from list
Fig. 6
6
If SEA USER: Assign Responsibilities 7
Click Save
Fig. 7
8
User will receive an activation email
TIP: ACCESS LEVEL
TIP: STATE
GRANTEE USER: User in the grantee’s office. Assign the grantees to this user by selecting the grantee’s office from the drop down list. You may assign more than one grantee to be managed by this GRANTEE USER.
With the exception of BIE, you cannot select a state for your users other than the one you are assigned to as the SEA Super User.
SEA: User in the SEA’s office who support the SEA Super User. Assign Responsibilities: Input APR, Manage Users (limit of two), Explore Reports (limit of one), or Awards. Click to select or deselect a responsibility. 21APR QUICK GUIDE III
BIE has “BIE” selected in the Grantee’s first state field. You must select the Grantee’s actual state in the second state field.
Help Desk: 1-888-282-4589 [email protected]
III. MANAGE USERS “I am updating my users.” 1
Manage Users / Edit
Fig. 1
2
Find user in list
Fig. 2-3
3
Click username or click down arrow then Edit 4
Update user profile (name, email address)
Fig. 4
5
If GRANTEE USER: Update Grant(s) from list Fig. 6-7
6
If SEA USER: Update Responsibilities 7
Enter your password to confirm 8
Click Update Settings TIP: SEA RESPONSIBILTIES EXPLORE REPORTS: this user has the responsibility to explore reports. Limit of one. MANAGE USERS: these users have the responsibility to manage users in your state. Limit of two.
TIP: USER LIST To search for an existing user, scroll down until you find the user in the list, or begin typing the user’s name in the Search box. The list will auto-filter as you type.
SEA Super User is assigned all responsibilities by default. If the max number above are already assigned and you want to make a change, you must first unassign the responsibility from the old user before you can assign it to the new user. 21APR QUICK GUIDE III
Help Desk: 1-888-282-4589 [email protected]
