Each District Is Allowed a Primary and Secondary Dasl Account Administrator

STUDENTINFORMATION

SECURITY

CENTRAL

DOCUMENTATION

SUMMER

2013

THE DASL ACCOUNT ADMINISTRATOR IS THE WHO HAS THE APPROPRIATE ACCESS TO SETUP AND MAINTAIN ACCOUNTS WITHIN A DISTRICT. THIS IS ADDING NEW/DELETING/ CHANGING ACCESS FOR ANY AND ALL STAFF WITHIN THE DISTRICT.

THE DASL ACCOUNT ADMINISTRATOR IS THE ONLY ONE THAT SHOULD BE ATTENDING SECURITY TRAININGS.

EACH DISTRICT IS ALLOWED A PRIMARY AND SECONDARY DASL ACCOUNT ADMINISTRATOR.

THE DASL ACCOUNT ADMINISTRATOR IS CHOSEN AND ASSIGNED BY THE SUPERINTENDENT.

IF THERE IS TO BE A CHANGE TO WHO THE DASL ACCOUNT ADMINISTRATOR IS, WE NEED TO RECEIVE AN EMAIL OR FAX FROM THE SUPERINTENDENT STATING THAT CHANGE

NOTE: OME-RESA MAINTAINS THE EMIS COORDINATOR, STUDENT DATA COORDINATOR (SDC), AND DASL ACCOUNT ADMINISTRATOR ACCOUNTS.

ADDING A NEW USER

In StudentInformation go to Home»Management»Security»View Users and click on Add New User

Enter the Information.

SAVE

NOW when creating a New User you will click on Create a New Central User by Account Selection and Click Save User.

It will then automatically create the Central Account and display the information:

Username:

Domain:

Account Type:

HOWEVER: You still need to go into Central Admin and Create the Windows Account

To do this you click on the Down Arrow in the Upper Left Corner

Choose CentralAdmin

Then Central Admin Management

Then Staff

Type last name into the Search

Actions – Here you can Edit Profile, Edit Account, Disable Account (Central Accounts cannot be

deleted, just disabled)

Edit Account – Is the step that completes setting up the account.

It will always be a Windows (Active Directory Account)

The domain will always be omeresasis.net

Prompted for a Confirmation

DONE!!!

You have now created a New User Account in StudentInformation and Created a Central Account so that when they login they will have access to all ProgressBook Suite Products.

Determine what type of access they need. Teacher, Secretary, Principal, Guidance, Nurse, Tech Coordinator, Superintendent, etc. You can use the pre-defined roles that OME-RESA has previously used or you can assign any roles that you see fit. Below are the pre-defined roles used by OME-RESA.

ADMIN SECRETARY

DISTRICT:OME-RESA EZ QUERY

OME-RESA PORTAL ADMINISTRATION/AD HOC

BUILDING(S):OME-RESA EZ QUERY

ATTEND OFFICER

DISTRICT:OME-RESA EZ QUERY

OME-RESA PORTAL VIEWING/AD HOC

OME-RESA SISFULL – Update

OME-RESA SISATTEND – Update

BUILDING(S):OME-RESA EZ QUERY

EZQUERY

BUILDING(S):OME-RESA EZ QUERY

OME-RESA PORTAL VIEWING/AD HOC

PRINCIPAL

BUILDING(S):OME-RESA EZ QUERY

OME-RESA PORTAL VIEWING/AD HOC

OME-RESA SISSCHEDULING – Update

OME-RESA SISFULL+MEDI – Update

SECRETARY

DISTRICT:OME-RESA EMISData VERIFY ONLY

BUILDING(S):OME-RESA EZ QUERY

OME-RESA PORTAL VIEWING/AD HOC

OME-RESA STUDENT EMIS DISPLAY/UPDATE

OME-RESA SISSCHEDULING – Update

OME-RESA SISFULL+MEDI – Update

TEACHER

BUILDING(S):OME-RESA EZ QUERY

OME-RESA PORTAL VIEWING/AD HOC

OME-RESA TEACHER ABSENCE REPORT

GUIDANCE

DISTRICT:OME-RESA EZ QUERY

OME-RESA PORTAL VIEWING/AD HOC

OME-RESA SISSCHEDULING – Update

OME-RESA SISFULL – Display

OME-RESA SISGRADES – Update

BUILDING(S):OME-RESA EZ QUERY

NURSE

BUILDING(S):OME-RESA EZ QUERY

OME-RESA PORTAL VIEWING/AD HOC

OME-RESA SISMEDI – Update

SUPERINTENDENT

DISTRICT:OME-RESA EZ QUERY

OME-RESA SDC PRIV

OME-RESA EMISCOORD

OME-RESA SISSCHEDULING – Update

OME-RESA PORTAL ADMINISTRATION/AD HOC

OME-RESA SISFULL+MEDI – Update

TECH COORDINATOR

DISTRICT:OME-RESA EZ QUERY

OME-RESA PORTAL ADMINISTRATION/AD HOC

BUILDING(S):OME-RESA EZ QUERY

TRANSPORTATION

DISTRICT:OME-RESA EZ QUERY

OME-RESA PORTAL VIEWING/AD HOC

OME-RESA SIS MISC DATA ONLY – Update

OME-RESA SISDEMOGRAPHIC – Display

The second tab, User Roles is where you grant that Access

Choose the School and each Role that they need and click ADD

Determine if the user needs Staff Member Impersonations

Staff Member Impersonations give users the ability to perform tasks as if they were the staff member they were impersonating. For each staff member that a user impersonates, zero or more staff user permissions can be applied. Users can also impersonate all staff members in the school if so specified. This option is used mostly by Administrative Staff.

To add impersonations, have the building you want to add in context in the upper right hand corner, click ADD, you will then see that building where it says SCHOOl: you can then choose ALL STAFF or the Staff Member to impersonate and then add the Permission.

SAVE

NO OTHER TABS HERE ARE USED

CREATING A STAFF MEMBER ACCOUNT

Home»Management»Security»View Staff Members

Have to enter State Staff ID or Social Security Number. This is the screen that is used to pull phone numbers for the PreK-12 Notification System.

Remember to fill out the Second Tab…adding the job function of Teacher here is what allows their name to appear in the dropdown for scheduling, etc

STAFF MEMBER ASSOCIATION

The Staff Member Association ties the username to the staff account. The staff account is tied to their courses and course sections and those are tied to the students. (You can set the user account and the staff member account up but if you do not “associate” them the user will not be able to see students.)

Home»Management»Security»View/Edit Staff Member Associations

Enter the last name and SEARCH

Now Click on the Magnifying glass by the name that you are wanting to Associate

Here you will enter some of the filter information again and SEARCH (I usually do last name or last name and first name)

When the results come up Click on the Magnifying Glass and it will prompt you for a Confirmation.

Once you have confirmed that you are Associating the correct Accounts Click OK.

You will then receive Confirmation that the Accounts have been Associated.

THE ABOVE ARE THE SAME AS YOU HAVE DONE IN THE PAST. YOU HAVE SET UP A DASL ACCOUNT, A STAFF ACCOUNT AND DO THE STAFF MEMBER ASSOCIATION.

EMAIL and an email account and password. If you have your own domain it will automatically email them their password when the account is created.

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DELETING AN ACCOUNT

To DELETE, you go to Home»Management»Security»View Userspull up the user and click on the RED X and delete them.

DELETING A STAFF MEMBER

Go to Home»Management»Security»View Staff Membersand make them INACTIVE either on the First Tab or on the Second Tab where their JOB FUNCTION IS. Either place will suffice.

First Tab

Second Tab/ JOB FUNCTION

Then you will send an email to and ask that they delete their email account.

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TRANSFERRING TEACHERS FROM ONE BUILDING TO ANOTHER

These changes are done by the DASL Account Administrator.

You will just go to Home»Management»Security»View Users pull up the user and change their Default School and their roles and impersonations (if needed) to the correct building and then go toHome»Management»Security»View Staff Members and do the same on the first and second tabs.