SchoolCash Suite - User Management Instruction Guide
Disclaimer:
This feature was phased in for clients starting February 2021.
When your SchoolCash program receives an upgrade featuring a brand-new user login experience and enhanced user-management tools, please read below for more information about these exciting changes.
New Login Experience
We’re giving our SchoolCash users a brand-new login experience to kick off the new year. In addition to a clean, new look, we added great features like self-service password reset and the ability to customize your district’s login page image.
Password Reset
Can’t remember your password? Click the FORGOT PASSWORD? link on your SchoolCash login page. When prompted, enter your current User ID (username) and follow instructions provided in the password reset email sent to the email address associated with your user account.
Need to Know:
- After receiving the product update, existing users may log in with their current User ID (username) and password.
- Users may reset their password at any time, provided their user account is active and has a valid email associated with it.
User Management
Single Sign-On (SSO) Clients:
Must contact their IT department; SchoolCash does not offer the +Add New User button.
Non-SSO Clients:
Managing users has never been easier with our refreshed User Admin portal. After receiving your product update, navigate to the existing User Maintenance link under the Table Maintenance menu to access the portal.
View and Search Users
View a full list of your district’s active users in the main user grid. Filter the user list by typing a portion of a User ID (previously, "Username"), First or Last name, School name, or email address in the "Search User" field:
Optionally display inactive users in your user grid by selecting the "Display inactive users" option:
Add a New User
To add a new user, start by tapping the ADD NEW USER element in the upper-right portion of the main Users page:
Enter the user’s basic information, including user ID, First and Last names, status, and a valid email address:
After entering basic user info, tap the ADD ROLE element under the User Access section:
Role and School selection fields will appear below the User Access heading:
Select from the list of available user roles. Note that users are restricted from having more than one role-assignment at a time. To remove a previously selected role, tap the REMOVE THIS ROLE element and confirm when prompted.
To make school selections, tap the pencil icon to the right of the "Schools" field.
Select one or more schools from the school list or select "All Schools" to grant access to all current schools as well as any newly added schools.
View/Edit Users
To view or edit an existing user record, tap the More icon (three dots) in the main Users grid:
View/Edit Roles
To view or edit role information, select Roles from the main navigation menu:
View a complete list of roles configured for your district in the Role Definitions grid:
To edit a role’s Role Name (which appears in the role-selection drop-down list), tap the pencil icon:
