Adding Users
There are three ways to add users to SchoolMessenger Passport:
- Individually, using the Add User screen. See Web Form.
- In bulk, by uploading a comma-separated (CSV) file. See The CSV Upload Screen (opens a new article).
- Synchronizing with an LDAP server. See Working with Groups (opens a new article).
Note: If notifications are enabled by the Administrator, then SchoolMessenger Passport will automatically email a user when their account is created.. |
Web Form
The web form user option can be used when your Organization has only a very small number of users, or when you have only one or a few new users to add to an existing user list and do not need to upload a CSV file.
To add a single user:
- Select Users>Users to open the Users screen.
- Click the Single icon (person) in the Add User(s) section of the screen.
The New User screen appears.
- Enter the following information:
- First Name: User’s first name
- Last Name: User’s last name (surname)
- Gender: Use the pull-down menu to select either Male or Female, as appropriate.
- Date of Birth: Click the link to open a Date popup that allows you to either input a date (in mm/dd/yyyy format) or use the Calendar function to browse for the correct date.
- Organization: Use this pull-down menu to select the Organization or sub-organization within which to add the user.
- User Role: Use this pull-down menu to assign a Role to the user. See Creating Roles (opens a new article) for information about adding Roles. If you want to make the user an Administrator for an Organization or sub-organization, please see Managing Administrators (opens a new article).
- Group: Use this pull-down menu to assign a Group to the user. See Creating Groups (opens a new article) for information about adding Groups.
- Grade: Use this pull-down menu to specify the grade that the user is in, if appropriate.
- User Name: If you leave this field blank, then SchoolMessenger Passport will automatically generate a username based on the algorithm assigned to the Organization within which you are adding that user (see Adding an Organization; opens a new article).
- Password: If you leave this field blank, then SchoolMessenger Passport will automatically generate a password based on the algorithm assigned to the Organization within which you are adding that user (see Adding an Organization; opens a new article).
- Email: User’s email address.
- Click Submit to finish adding the new user.
The new user will appear in the table in the Users screen.