- Click on the Management Menu
and select Users.
- From the Users Menu select Add/Modify
User.
- Click on the arrow in the Select
Type field and choose Guardian.
- Click on the arrow in the Search
By field and select a
search option.
If you select Search
By: Name, type a portion
of the person's name in the Value
field and click Get List to
display that person. Or, leave the Value
field blank and click Get
List to get a list of all
Guardians in the system.
If you select Search
By: System ID, you must
type the appropriate ID in the Value
field and click Get List.
If you select Search
By: Status, type either Active
or Inactive
in the Value
field and click Get List.
Active users have been configured previously and the Active check
box on their user profile is checked. Inactive users either have
never been configured or someone has removed the check mark from the
Active check box on their user profile.
- Once you have a list of users,
click on the appropriate person to select him. Then, click the Modify
button to open the Modify User
window.
- Click in the User
Name field and type the
User Name that will be used when this person is logging in to the system.
- Click in the Password
field and type the password that will be used for login. Note that
Password fields are case sensitive.
- Make sure there is a check mark
in the Active
check box. If there is not, click on it to add the check mark.
Click on the buttons to give or take away permission for the feature
on the left. An X indicates
permission to access a feature. A blank button indicates that
permission is denied for a feature.
Buttons with a dark grey background are set to the default Guardian
option. Buttons with a light grey background have been changed from
the default Guardian option for this user. If someone changes the
Guardian defaults, options with a dark grey background will be
updated to the new default value, options with a light grey
background will not be updated.
- To Select All: Click the Select
All button at the bottom of the window.
- To Remove All: Click the Deselect
All button at the bottom of the window.
- When the appropriate permissions have been selected. Click on OK
to save.