You can update a user’s name, change their email address, or transfer an account to a new staff member anytime using the User Management Dashboard.
This process is the same whether you’re:
Updating a current user’s name and/or district email (for example, after a name change or switch to a district-owned email)
Assigning the account to a new staff member who is taking over the caseload
Note: You must have an active plan manager account first to access the User Management Dashboard. Not sure if you have an account or need to set one up? Email us at help@slptoolkit.com.
Step-by-Step Instructions
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Step 1 — Log in to the Dashboard
Go to User Management Dashboard Login and sign in using your plan manager credentials. Select Forgot my password on the bottom if needed.
Step 2 — Select Your Organization
In the Organizations section, select your organization (highlighted in blue once selected). If you manage multiple organizations, be sure to select the correct one before making user updates.
Step 3 — Select The Account You Want To Update
In the Users section, locate the account you want to update. Click on the user’s name and email address.
Step 4 — Enter The Updates
A window titled Edit User will appear. Update the name, email address, or both. Click Update.
If updating for the same person (new name/email), simply enter the necessary changes.
If transferring to a new staff member, enter the new user’s full name and district email address.
What Happens Next
If the email address is changed, the new user will automatically receive an email letting them know that the account has been assigned to them. This email includes login instructions and a link to reset their password.
All student data stays intact—the updated or new user will have access to everything previously saved to the account.
Important Note When Transferring Accounts: The new staff member’s district email address must not already be associated with an SLP Toolkit account, as accounts cannot be merged.
💡 Tip: If you only need to move certain students—not the whole account— have your providers follow our guide on Transferring Students instead.
Still Have Questions?
Feel free to reach out to us at help@slptoolkit.com. We're happy to support you!