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There will be times when you need to remove users in Schoolbox. Superusers will be able to easily update users details from the Administration area.
On this page, you will find the following information:
Groups - Managing user involvement in groups within Schoolbox
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1. Navigate to Administration > User Management > Home.
2. Type the name of the user you wish to modify into the field, select the user, and select 'MODIFY'.
This will take you to the User Modify screen.
3. Modify all details as required.
4. Select 'Update User'.
NOTE: If you are using the User Provisioning System and this user is in your Student Information System, modifications may be reversed when the UPS runs nightly.
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Linking user accounts creates a shortcut for a user to switch between accounts. When they switch between their linked accounts, it is equivalent to logging out of the instance and logging in again with the next account.
This might be used in the following situations:
Allowing teachers who are also parents to switch between their two accounts.
Allowing users to impersonate someone in a different role so they can view the system from that role’s perspective.
1. Navigate to Administration > User Management > Home.
2. Search for the User that will be the primary account, then select 'Modify'. For example, if a person is both a staff member and parent, start from their staff member account.
3. Navigate to the 'Linked Accounts' section.
2. Search for the name of the user account that you want to link.
3. Select the required name.
4. Select 'Add'.
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Groups can exist in Schoolbox for a range of scenarios and are created by either users with 'Write' Access or Superusers.
This section of the User Modify interface is a way for Superusers to add, remove or change the user current user status to these groups.
This section of the interface enables the Superuser to :
Review the list of the groups that the user is currently involved in.
Review and modify the user's current group permissions.
Remove the user from a group they are currently involved in.
Add the user to another group in Schoolbox.
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Superusers have the capacity to impersonate any other user inside Schoolbox. Follow the steps below to learn how to do this:
1. Navigate to a User's Profile page.
2. Select the 'Pencil' Icon in the top right hand corner.
This will take you into the user's profile page area.
3. Select the '3 dot menu' in the top right hand corner.
4. Select Impersonate.
NOTE: You will need to navigate back to your avatar in the top right hand corner of the Top Menu to return back to your normal Superuser role once you have completed the actions associated with the impersonation.
NOTE: The login log in the Administration area uses a unique identifier for user sessions in Schoolbox. The identifier persists during a session, regardless of impersonation.
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In Schoolbox, you can give individual users advanced permissions for different services. These advanced service permissions can be applied to individual users who require greater authority over work flows in Schoolbox, but who DON'T need Superuser access.
Service Permissions include:
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The modification of account details for a number of users at one time can be managed by a Superuser.
For schools with a SIS who are using the UPS to manage their users, the bulk modification of users will usually be managed by updating UPS rules to complete the modification.
If a modification is not available through the UPS, or if the school is not using the UPS, then bulk modification of users can be achieved through the Bulk Modify screen, or by uploading a CSV with the appropriate details.
NOTE: If you are using the User Provisioning System and this user is in your Student Information System, modifications may be reversed when the UPS runs nightly.
1. Navigate to Administration > User Management > Bulk Modify.
2. Search for users you wish to modify, or apply filters to search for a group of users.
3. Select the users you wish to modify.
4. Select 'Modify'.
NOTE: This process can be followed to bulk modify users to disable their accounts.
5. Modify the users by adjusting the drop-down menu items.
6. Select 'Update Selected'.
7. The modifications have now been applied.
Superusers can modify multiple user accounts using a CSV. This should only be done for user details that are outside of your SIS or the School Data Store.
1. Navigate to Administration > User Management > Home.
2. Select 'IMPORT CSV'.
3. Select 'DOWNLOAD TEMPLATE'.
4. Drag and drop your completed CSV to the drop zone.
5. Select 'Preview Import'.
6. Check that all users will be modified successfully, then select “Run Import”.
NOTE: If any users cannot be modified, the preview screen will include a description of the problem with the CSV.
NOTE: This process can be followed to bulk delete users.
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On the User Modify screen, there are a number of fields and settings available for a Superuser in Schoolbox to manage.