Adding Users

Overview

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All users in your instance must be provisioned with information including a username and a unique identification number. This means that every user who logs in to Schoolbox is unique.

Most schools using Schoolbox manage the identities of their users with their SIS (School Information System) or by using the School Data Store. Where this is the case, Schoolbox will connect to the SIS or use the School Data Store to automatically create the necessary user accounts with the appropriate identifying information, such as name, year level, staff membership and campus. Superusers can automate this process using the UPS.

User Provisioning System

If you are required to manually manage your users, on this page you will find the following information:

Create an Individual User

Create Users in Bulk

Updating Users

Create an Individual User

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Superusers are able to create a new user manually by filling in the details on a user create screen.

1. Navigate to Administration > Users.

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2. Select 'Add User'.

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3. Enter the required details. 

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NOTE: Any items marked with an asterisk* are required to create a user.

4. Select 'Create User'.

 

Create Users in Bulk

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Superusers can create multiple user accounts using a CSV. This should only be done for users who are outside of your SIS or the School Data Store. This could be used to create guests, or to add temporary users.

1. Navigate to Administration > Users.

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2. Select 'Import CSV'.

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3. Select 'Download Template'.

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NOTE: At a minimum, you need to include the following to create a user:

  • Username
  • First Name
  • Surname
  • Role
  • Campus

4. Drag and drop your completed CSV to the drop zone.

5. Select 'Preview Import'.

6. Check that all users will be created successfully, then select “Run Import”. 

NOTE: If any users cannot be created, the preview screen will include a description of the problem with the CSV. 

Updating Users

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It is possible to update Users once they have been created, yet it is important to note that if you have the User Provisioning System turned off for the specific Role type of the user you are editing, that any changes could be over written the next time the UPS runs. This depends upon any Rules, Conditions or Effects that have been applied inside the UPS.

Ordinarily, updates to users would include setting Superuser Status, or applying a Service Permission as these are actions not governed by the UPS.

To update a user, follow the steps below:

1. Navigate to the Users Profile.

2. Select the pencil in the top right hand corner.

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3. Select changes such as 'Superuser' Status and then select 'Update User'.

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