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Create Admin User Accounts

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This article contains the following information:

About Admin Users

Any non-student user in EdReady is an "Admin," even if they are not someone who you expect to handle administrative tasks. You can define the Role each user has, which defines what they have permission to do and see in EdReady. You can also add Category assignments to your users to limit their access to student data. 

Step 1: Create Admin Account

If you have permission to create Admin Accounts, you will be able to perform the following actions.

  1. Login to your Portal site and click the Manage Account button.
  2. The Groups tab will open by default. Click on the Admins tab at the top of the page
  3. Click the Create new admin button above the table
    admin_createButton.png
  4. You will be taken to the page where you can enter this user's information: 
    • Email: this will also be their username.  They will need to be able to access messages sent to this account in order to confirm their account
    • First and Last name
    • Password: the password you select will be sent to them automatically by the system. All users are be forced to select a secure password upon their first login
      admins_create.png
  5. Admin Type: Most users will be 'Group Admin', which means that they will be assigned to a specific group(s). Users who manage the entire site and all users and students should be 'Site Admin'.
  6. After selecting the Admin Type, additional fields will display on-screen.
  7. Role: this indicates the permissions this user should have within EdReady. The roles will be specific to each site's setup, so please talk to your NROC Customer Success Specialist if you need guidance on your roles.
  8. Groups: Select the appropriate item the dropdown here: you will know it has been selected when it is displayed on-screen in a gray box.
  9. Click the Create button
  10. This user will automatically receive an email from EdReady that includes a link to their temporary password and a link to confirm their account.

Step 2: Set Up Categories and Goals

After a user's account has been created, it is important that you edit the Categories and/or Goals associated with the account.

More details here: Edit Admin User. 

 

 

 

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