Mass Assign User Profiles

The Mass Assign User Profiles screen allows users to facilitate the mass addition of new profiles to groups of users. The Mass Assign User Profiles screen can also be used to assign different profiles to listed users.

In order to assign SIS and/or ERP profiles, you must have permission to SIS Profiles and/or ERP Profiles via Users > Profiles > Permission Type: User Fields. You must also have permission to use the Schools pull-down, Start Date, End Date, and Comment field.

Mass Assigning Profiles to Users

The Mass Assign User Profiles screen allows you to facilitate the mass addition of new profiles to groups of users.

1. From the Users menu, click Mass Assign User Profiles.

Mass Assign User Profiles

2. Conduct a user search.

Mass Assign User Profiles

a. Enter the user(s) name or identification number in the User text box.

b. Click More Search Options to search for groups of users with similar information in any number of user fields and/or user data.

c. Select the Search All Schools check box to search for user at all schools in the district as opposed to searching for users in the school selected.

d. Select the Include Parents check box to include users flagged as parents in the search.

e. Select the Include Inactive Users check box to include users who do not have an active permission enrollment.

f. Click Search.

3. Select the SIS Profiles you want to assign to the user(s). You can select one or more profiles from the pull-down.

Mass Assign User Profiles

As SIS Profiles are selected from the pull-down, the SIS Profiles pull-down automatically populates for each user listed.

4. Select the ERP Profiles you want to assign to the user(s). You can select one or more profiles from the pull-down.

Mass Assign User Profiles

As ERP Profiles are selected from the pull-down, the ERP Profiles pull-down automatically populates for each user listed.

5. Select the Schools at which the profile(s) apply from the provided pull-down. Leave the pull-down blank to make the profiles active at all schools.

Mass Assign User Profiles

As Schools are selected from the pull-down, the Schools pull-down automatically populates for each user listed.

6. Enter a Start Date in the provided text box. This is the date the users can begin using the selected profile(s) for the selected school(s).

Mass Assign User Profiles

When the Start Date is entered in the text box, the Start Date text box automatically populates for each user listed.

7. Enter an End Date in the provided text box if the selected profiles should only be available to the user(s) over a specified period of time. In the example displayed, the profiles are being assigned throughout the month of June until June 30th where the school needs assistance in data entry.

Mass Assign User Profiles

When the End Date is entered in the text box, the End Date text box automatically populates for each user listed.

The End Date field should be complete when user(s) becomes inactive and no longer have access to the system. Otherwise, the user(s) will still have access to the selected profile(s) and school(s).

8. Enter a Comment in the text box, if applicable.

Mass Assign User Profiles

When a Comment is entered, the Comment text box automatically populates for each user listed.

9. Make any necessary edits to the individual user information.

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10. Select the check box(es) for the users who should be assigned the profiles.

Mass Assign User Profiles

Select the check box in the header to select all listed users at once.

11. Click Save.

Profile permissions have now saved and are added via Users > User Info > Permissions tab.

User Info
Assigning Different Profiles to Different Users

The Mass Assign User Profiles screen can be used to assign different profiles to listed users.

1. From the Users menu, click Mass Assign User Profiles.

Mass Assign User Profiles

2. Conduct a user search.

Mass Assign User Profiles

a. Enter the user(s) name or identification number in the User text box.

b. Click More Search Options to search for groups of users with similar information in any number of user fields and/or user data.

c. Select the Search All Schools check box to search for user at all schools in the district as opposed to searching for users in the school selected.

d. Select the Include Parents check box to include users flagged as parents in the search.

e. Select the Include Inactive Users check box to include users who do not have an active permission enrollment.

f. Click Search.

3. Select the SIS Profiles  and/or ERP Profiles you want to assign to the user. You can select one or more profiles from the pull-down.

Mass Assign User Profiles

4. Select the Schools at which the profile(s) apply from the provided pull-down. Leave the pull-down blank to make the profiles active at all schools.

Mass Assign User Profiles

5. Enter a Start Date in the provided text box. This is the date the user can begin using the selected profile(s) for the selected school(s).

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6. Enter an End Date in the provided text box if the selected profiles should only be available to the user over a specified period of time. In the example displayed, the profiles are being assigned throughout the month of May until May 31st where the school needs assistance in data entry.

The End Date field should be complete when the user becomes inactive and no longer has access to the system. Otherwise, the user will still have access to the selected profile(s) and school(s).

7. Enter a Comment in the text box, if applicable.

Mass Assign User Profiles

8. Repeat the previous steps 3-7 for all applicable listed users.

Mass Assign User Profiles

9. Select the user check box(es) to determine which changes should be applied. If the check box for the user is not selected, the changes selected/entered will not save.

Mass Assign User Profiles

10. Click Save.

Mass Assign User Profiles

Profile permissions have now saved and are added via Users > User Info > Permissions tab.

User Info
Additional Features

Use the Filter text box located at the top of the pull-down for a quick search. Begin typing the name of the desired field.

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Click the Check all visible and Clear selected links for quick selections.

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Click the floppy disk icon to export the data to an Excel spreadsheet.

Mass Assign User Profiles

You can also sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.

Mass Assign User Profiles

If looking for specific information housed within the selected tab, type the information in the Search text box provided and press Enter.

Mass Assign User Profiles

To make the report full screen, click on the expansion icon (four arrows) next to the Search text box. Once in full screen mode, click the icon again to exit full screen.

Mass Assign User Profiles