Introduction
Managing user details efficiently is essential for maintaining smooth operations across your district's KEV applications. This guide walks you through how District users can look up and confirm information about specific users, ensuring everyone has the right permissions to carry out their tasks seamlessly.
Before you begin
- This guide focuses on the Users area within SchoolCash Accounting and SchoolFunds Online. If your district uses the older User Maintenance experience, please refer to District Level - How to Use User Maintenance (August 2013).
- District Users have the exclusive ability to perform the steps described in this guide.
- To export a list of users, see Export a list of users.
- For editing details about a single user, refer to Edit a user.
- Need to update information for multiple users? Check out Edit a batch of users.
View user details
1. Open the Users area to begin
Start by logging into your system. Navigate to the Users area:
- In SchoolCash Accounting, click USERS in the left navigation.
- For SchoolFunds Online, go to ADMIN > Users.
2. Perform a basic user search
Use the Search User field to quickly find users by entering parts of their ID, district email, first name, last name, or assigned school.
To organize your search results, click on any column header to sort by ascending or descending order.
3. Perform an advanced user search
For more detailed searches, use the ADVANCED SEARCH option:
- Click ADVANCED SEARCH.
- Select School from the Filter by: menu, then choose Grand Oaks High School.
- Enter 'Suzanne' in the First Name field.
- Click SEARCH to see your filtered results.
4. View a user's information
- Locate the user using a basic or advanced search, then click the Details icon to view their information.
- The User Details and User Access areas display comprehensive information, including their level of access within the district's KEV applications.
