How to create users, add them to institutions, and assign roles?

FocalPointK12 Support Agent
FocalPointK12 Support Agent

User Management: User creation and assign them an appropriate role for the institution.

  • Select the user management section on the left-hand side of the menu.

  • Click on “Create”.

  • Here, you can assign the institution and role to the user, create a username and password, and then share the credentials with them.
  • Enter the user details in the required fields and click on save it.

To add multiple institutes and user roles to the users:

  • Click on user management   Search for the user from the Filter dropdown and select the user.
  • Click on the eye symbol under the "Action" column next to the user details.

  • Click on the “Institutions” tab. Now you can view the dropdown list .
  • Click on the square box of the institution and click on save.

  • To add the roles to Select the “Roles” and click on edit.

  • Select the role by clicking on square box and save it.

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