User Manager: Adding/Managing Educator Accounts

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  1. Type educator’s full name in the global search field.
  2. Locate the name in the list of people.
  3. Double-click on the name to open the account.
    • If the educator is NOT in the list, skip down to Adding a New Member.

4. Click on New Role.

5. Choose the Role first. Then the Organization. Use the date picker to add the Start date. This is the date when you gave the access. It is NOT necessarily the date the job began.
6. Click on Create Role next.

7. When you click on Create Role, a system generated email is sent to the educator. Click OK to agree.
8. The message also tells you there is a three-day “oops” button. The role can be deleted by you during the next three days. After that, please contact Martha Ban to delete a mistaken role.

NOTE: Start and end dates are NOT related to service records. These dates show ACCESS to the system.
You may pre-date new hires and may set an end date – in advance.

If you are unable to locate the teacher, you will need to create a new member ID account.

Adding a New Member

If the teacher is NOT in the list, scroll down to the bottom of the page (past the organizations) and click on Add New Member button.

If you are adding an educator who has been in the system before, check the OLD Database to see if the educator has a previous ID. This is specifically if they have been out of our system for a few years and is coming back. As certification is tied to ID numbers—this is an important step!

  • If you find a previous ID for your educator, create a NEW ID for the individual in User Manager. Email Martha Ban giving the information for the educator and BOTH ID numbers. Martha will merge the two ID numbers leaving the previous ID as the primary ID.
  • Delete the educator from the spreadsheet as they will now be in the Dashboard User Manger.

Adding the data:

  1. Complete the form beginning with the government verified full legal name field FIRST. Enter the first, middle, and last name in this field. Press TAB to auto fill the next three fields.
  2. Enter as much of the member’s name as possible. The more information, the less likely for duplicate ID numbers.
  3. Enter member’s maiden name or other previous names in the Previous Name field, if applicable. Remember, including a maiden name or previous name may help avoid creating a duplicate ID for a member.
  4. Birth date and non-role based email address are required for creating an account.
  5. Leave the default setting of “Send email invitation” UNLESS you choose to set the password for the account. If you choose to do that, you must notify the individual of both the email address entered and the password you set. It is preferred that you have the members set their own password.
  6. Add address and contact information. This syncs directly to eCertification and should not be skipped.
  7. Add the role information.
    • Choose the Role first. Then the Organization.
    • Use the date picker to add the Start date. This is the date when you gave the access. It is NOT necessarily the date the job began.
  8. Be sure to change the setting for Working Hours if the member is part time.