How to Manage Existing Users (2 minutes)
How to use the Clearinghouse secure site to manage an existing school user.
Resources
- Account Management Section of the School Secure Site Knowledge Base
Transcript
Today you'll learn how to use the Clearinghouse secure site to manage an existing School user. In order to manage an existing school user, you must have the user administrator role for your school. Open your list of all school users and contacts at your institution. To manage an existing user, select the user's name. You'll be taken to the user's account details page. Here, you can modify the user query access permissions or user roles. To view more details on each query permission, simply select the link to open a text box stating what the query permissions allow. Most of these pertain to StudentTracker access. Each user role which is listed in the blue table has a specific purpose. Some may be limited to a specific job title or number of users. Hover your mouse over a role name to see its description. Roles displayed in italics require the user to have access to the Clearinghouse secure site. You have to assign a web ID in order to give the user web access. You can also deactivate user access, lock their account or reset their access. The Clearinghouse recommends schools review their list of users on a regular basis and delete the access of anyone who has left your organization. If you wish to delete a user profile, you should first note any critical responsibilities that need to be assigned to another user. If you need to reassign a required role, you will be prompted to do so. To finish, select submit at the bottom of the page. You'll get confirmation that your change to the record has been saved successfully. For more information, contact customer service at 7037424200. You can also email us at service@studentclearinghouse.org.
