In the Users area, District users can edit data about single users within the district's KEV applications. These steps can help if one or several users in the district require a change in their information, such as a change in family name or school.


TABLE OF CONTENTS


Before you begin

  • This article refers to the Users experience within SchoolCash Accounting and SchoolFunds Online. If your district uses the legacy User Maintenance experience previously available with KEV applications, see District Level - How to Use User Maintenance (August 2013).
  • Only District Users can perform the steps described in this article.
  • To make changes to many users within the system at once, see Edit a batch of users.


It's not possible to edit the User ID property. Users that require a different User ID must be created again within the Users system. See Add a new user for more information about adding a user to the system.


Edit a user

1. Open the Users area

After logging in to the system, open the Users area.

  • In SchoolCash Accounting, click USERS in the left navigation.
  • In SchoolFunds Online, click ADMIN > Users.


2. Locate the user that you wish to edit

Use a method for locating the user that's appropriate for your context. Consider a basic user search if the user possesses unique details or if the quantity of users in the system is small.


3. View and edit the user's information

  1. After locating a user, click the Details icon to view their information within the system.Image of available columns when viewing results of user search.
  2. Enter changes to the fields within the User Details area or User Access area as appropriate. Image of User Details and User Access areas.
  3. Click SAVE to proceed with changes.Image indicating use of the SAVE button.