Users

Users
This module allows super administrators the power to add, edit and delete internal users, manage permissions as well as review login reports and parent activity.

Groups
This area allows administrators to create multiple user groups for management permissions within the administrative area of the application system. The table below shows all currently active user groups by name, and brief description
 * Edit - change an existing user group’s name, description and access
 * Delete – delete the user group and the details associated with it. The system will warn an administrator prior to completing this action.
 * Add New Group – By clicking on this button the administrator is forwarded to a blank group creation form. This is where new user groups are created.

Group Information

 * Add_New_Group.pngGroup Name – free form text field that will allow the administrator to easily identify the user group in the main group listing.
 * Description – free form text area that allows the administrator to elaborate on the user group’s permissions for reference purposes within the main group listing.
 * Module Access – checkboxes in order to give specific user groups access to certain actions within each module of the system. These modules are detailed below.
 * Applications
 * View Applications – read only access
 * Add/Edit Applications – input paper applications and edit submitted apps by parents
 * Delete Applications
 * Update Priorities – check off manually verified priorities that factor into the lottery logic
 * Lottery
 * View Lotteries – read only access to previously run lotteries
 * Run Lotteries – ability to actually execute / run new lotteries
 * Update Waiting Lists – ability to accept/decline seats and or confirm/deny placement on either a wait list or accepted list
 * Manage Cut Off Numbers – ability to manage the cut off numbers or amount of available seats within a program within the SETTINGS module.
 * Reports
 * View Reports
 * Users
 * Full Access – Add, edit and delete users as well as manage user groups permissions
 * Programs
 * Program Setup
 * Settings
 * Full Access

Add New User
The primary administrator will create a new account by adding a user’s First Name, Last Name, E-mail, User Name and Password. In the next step, access to select pages and applications are assigned to the user. Once a user account is created, the new users (administrators) simply log in to the Control Panel, and only the pages and applications they have privileges to manage will appear. Once the user’s account information is put into the system along with checkboxes being selected for the program(s) needing access to, the administrator will click on the “Save Account” button which will forward the administrator to the main user’s table where the new user’s information is populated.
 * Account Information – Here you will put in the details of the user’s account. This information will be used to login to the administrative component by the end user.
 * First Name – will display within the main user table for reference as well as within the admin login report and change history logs.
 * Last Name - will display within the main user table for reference as well as within the admin login report and change history logs.
 * Email Address - will display within the main user table for reference.
 * Username - will display within the main user table for reference as well as within the admin login report and change history logs.
 * Password – will not be displayed within the system. Administrators cannot look up an existing password but can reset it by editing the existing user’s record from the main user screen.   *Note – If you open up a user’s account by clicking edit and make no changes to the password fields their password will remain as it was from the original set up. Also the password fields will always be blank upon opening up a user’s record, this is the intended behavior of the system and no changes are made to the password unless the administrator resets the password by typing in a new password to both password fields and clicking save.
 * Note – If you open up a user’s account by clicking edit and make no changes to the password fields their password will remain as it was from the original set up. Also the password fields will always be blank upon opening up a user’s record, this is the intended behavior of the system and no changes are made to the password unless the administrator resets the password by typing in a new password to both password fields and clicking save.
 * Confirm Password – must be typed in matching the original password field exactly in order to set/reset/
 * User Group – This drop down is pre populated with all user groups created within the step before. The group selected will determine the specific users set of permissions upon account creation
 * Program Access – Here you will select the program(s) that you want the specific user to have access to. When the user logs in they will only be able to see/manage/run reports for the programs selected here. These programs are broken up by type. This will show all programs within the system, whether they are active or not. If there are uncategorized programs at the top of the screen its because these programs have not been assigned to a specific type and this can be managed within the PROGRAMS module.

Edit User
Existing users created within the Smart Choice system can be edited by a super administrator by clicking on the “Edit” button directly to the right of the user’s information in the main User’s table. This will open up the same form used to create new users with the selected user’s information prepopulated.

From here the administrator can make changes to any of the following fields:
 * First Name – will display within the main user table for reference as well as within the admin login report and change history logs.
 * Last Name - will display within the main user table for reference as well as within the admin login report and change history logs.
 * Email Address - will display within the main user table for reference.
 * Username - will display within the main user table for reference as well as within the admin login report and change history logs.
 * Password – will not be displayed within the system. Administrators cannot look up an existing password but can reset it by editing the existing user’s record from the main user screen.   *Note – If you open up a user’s account by clicking edit and make no changes to the password fields their password will remain as it was from the original set up. Also the password fields will always be blank upon opening up a user’s record, this is the intended behavior of the system and no changes are made to the password unless the administrator resets the password by typing in a new password to both password fields and clicking save.
 * Note – If you open up a user’s account by clicking edit and make no changes to the password fields their password will remain as it was from the original set up. Also the password fields will always be blank upon opening up a user’s record, this is the intended behavior of the system and no changes are made to the password unless the administrator resets the password by typing in a new password to both password fields and clicking save.
 * Confirm Password – must be typed in matching the original password field exactly in order to set/reset/
 * User Group – This drop down is pre populated with all user groups created within the step before. The group selected will determine the specific users set of permissions upon account creation
 * Programs – By checking off specific programs within this section this gives the user access to that program’s applications for management, reports and more depending on the permissions granted within the user group determined.

===Delete User === To remove a user from the Smart Choice and discontinue access to the administrative tools, the super admin can click on the “Delete” button directly to the right of the user’s information in the main User’s table. The administrator must confirm their desire to remove this user from the system prior to moving forward.

Upon clicking “OK” the administrator will be sent back to the main User’s table and the user in question will be removed from the list

Parents
This area allows administrators to look up parent accounts and parent/student application connections for reference as well as review login reports for parent accounts and even create new parent accounts to connect to existing student applications. The main Parents screen showcases a list of all parent accounts within the system by Name, Email address and also notates whether this is a Zangle parent account or a parent account manually created by the parent from the Smart Choice application.
 * Administrators - This link will bring the user back to the main User’s table (aka the USERS home screen)which displays all administrative user’s within the system.
 * Recommenders - This link will bring the user to the Recommenders Management screen within the system.
 * Parent_Log_In_Report.pngt Login Report - This link will bring the user to a report that will show a login report for all parent users by User (First/Last Name), Username, Login Date/Time and IP address. Any red records show a login attempt that was unsuccessful.

Search
To look up a parent account you can type in any portion of the parent’s name (first, last, both or portions of either) and click “Go” and it will bring up results matching the criteria that you searched by.

Review Student Applications under Parent Account
To look up a student via a parent you can type in any portion of hte parent's name (first, last, both or portions of either) and click "Search" and it will bring up results matchinf the criteria you searched by. From here you can choose the proper parent, click "Edit" and to the right you will se a complete listing of each student registered to this parent account.

Add New Parent
This button will allow administrators to create a new parent account to be connected to a manually entered student application.
 * First Name
 * Last Name
 * Email Address
 * Change Password
 * Confirm Password
 * Upon filling out the form above and clicking on the “Save Account” button the administrator will be sent back to the main Parent User’s table and the user in question is added to the list. Newly added parents can then use their email address and password to login through the application site to add new applications as well as manage applications that have been connected to their account.

Edit Existing Parents
Existing Parent Accounts created within the Smart Choice system can be edited by a super administrator by clicking on the “Edit” button directly to the right of the Parent user’s information in the main Parent User’s table. This will open up the same form used to create new Parent users with the selected user’s information pre populated.
 * From here the administrator can make changes to any of the following fields
 * First Name
 * Last Name
 * Email Address
 * Change Password
 * Confirm Password
 * Note – If you open up a Parent user’s account by clicking edit and make no changes to the password fields their password will remain as it was from the original set up. Also the password fields will always be blank upon opening up a Parent user’s record, this is the intended behavior of the system and no changes are made to the password unless the administrator resets the password by typing in a new password to both password fields and clicking save.

Recommenders
This section will allow administrators to set up Recommender accounts for teachers, specialists, or other individuals from whom applicants can request online recommendations.

Admin Login Report
This link will bring the administrator to a report that will show a login report for all administrative users by User (First/Last Name), Username, Login Date/Time and IP address. Any red records show a login attempt that was unsuccessful.