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How to school support users in the Portal
Kelly Jones avatar
Written by Kelly Jones
Updated over a week ago

Greetings! πŸ‘‹

This article will explain the ins and outs of how Portal administrations can grant and manage Portal access for their staff.

Note: If you work in a school, and are looking for information on how to manage access for school-based staff, see this article.

Please don't hesitate to reach out to us directly at schoolsupport@newvisions.org for assistance.


Overview


How to modify user details and access levels

From the User Management section of the Portal:

  1. Click the Three Dot Menu next to the user's row

  2. Select Edit Details to open the Edit User Modal

  3. Set the appropriate permissions for the user in the Access Level Dropdown. To learn more about the permissions associated with each access level see this article.

  4. Click Save to apply the changes

How to delegate admin privileges to another staff member

To delegate admin privileges to another staff member on your team, follow the steps above to edit the user's details. Beneath the user's access level check Can Manager Users. This user will now be able to access the User Permissions page.

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