Org User Manager: Creating New User Accounts (Step 1) - Profile

Org Admins with Org User Manager permissions can create and update user accounts.

To create a new user account:

1. Toggle to your role as an Org Admin and Navigate to the Users tab.
   
   
2. Click the blue +New User button.
   
   
   
   
3. Complete the user profile as follows. Items marked with an asterisk * are required.
   
   
   • First Name*
     
     
   • Last Name*
     
     
   • Email Address*
     
     
   • Employee ID (if applicable)
     
     
   • Grades (drop-down menu)
     
     
   • Content Areas (drop-down menu)
     
     
   • Roles*  Select the appropriate role(s) for the user. Users can have multiple roles. Org Admins can assign the Observer and Learner roles.  If a new user should have an Org Admin role, please have your organization's Lead Contact reach out to support@edreflect.com for assistance.
     
     Helpful Hint: The first role in the list will be the user's default role upon logging in.  You can rearrange roles by dragging and dropping them to the order you would like.
     
     
   • SubOrgs  If your organization uses SubOrgs (typically school or campus names) you can assign the user to their building or campus here.  Multiple SubOrgs can be assigned as needed.
     
     
   • Groups*  Groups contain multiple assignments that help make each user account unique.  Users can be assigned to multiple groups depending on your organization's set-up. 
     • Assign the appropriate Rubric Group if your user has a Learner role.
     • Assign the appropriate Learner Template Group if your user has a Learner role.
     • Assign the appropriate Observer Template Group if your user has an Observer role.
     • Assign observers reporting access at either the Org, SubOrg, or Observer level if reporting is available in your organization. (EOY Reporting, Observation Progress Reports, and Strengths & Opportunities Reports are all assigned separately)
       
       
4.  Click the blue Save button in the top right corner.

Click to view Org User Manager: Creating New User Accounts (Step 2) - Defining Relationships