You can have as many User accounts as you like, but it might be that you do not wish for all your Users to have the same level of access so there are a number of options you can set for users to control their access to EdSmart.
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Viewing Users in EdSmart
To view Users in EdSmart, you need to be an Administrator. Click Users on the left Sidebar
You can change the Sort Order by clicking the Sort By Name button or search for a particular List User by entering keywords their name in the search box and clicking the search button.Click the Action button to Add a New User, or to Show All and remove the effects of a search. Note: If . You can search for users by whether they are Active or Inactive as well.
Creation of Users
Users can be created in EdSmart in a number of ways:
- Via Data Sync
- Via SSO
- Manually in EdSmart
- In bulk via CSV
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| Note that it is a requirement for Users to have email addresses as it's used for their login. |
Creating Users via Data Sync
If you have a data sync with sync set up from your school's Student Management System, you should create from the user there instead, and the user will be present they will have an account in EdSmart after the next sync. . This method is useful to be able to assign workflow steps to Users even if they haven't signed in yet.
See Synching your school's data with EdSmart for more details. User and Group Permissions are managed within EdSmart regardless of having a data sync.
Click the Edit button at the end of each row to view the detail of a User.
There are two User Roles:
- Administrator - complete access to all of EdSmart's features and configuration. We'd recommend you limit the number of people with this 'Access All Areas' permission.
- User - a standard user, they cannot alter EdSmart's configuration (including managing Users).
A User can have their access restricted in 5 ways:
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User Account Creation via SSO
It is possible for User accounts to be created at the time of sign in. You can choose whether you wish to allow all users in your domain to sign in, or limit to users synced with your uvEdSmart_Staff SQL view used in your data sync.
Creating users in bulk via CSV Upload
You can upload users to EdSmart in bulk via CSV. See this article for more details.
Managing User Permissions
Permissions can be managed on the User or Group level. See this article for more information about managing User permissions in EdSmart.