The User Management Dashboard gives plan managers everything they need to manage accounts and support their teams. But like any powerful tool, there are a few common mistakes that can cause confusion or extra work.
The good news? Once you know what to watch out for, these pitfalls are easy to avoid. Here’s a list of the most frequent challenges districts run into — along with quick solutions and resources to help you navigate them.
1. Not Assigning a Plan Manager Role
What happens: Districts launch with licenses but never assign a plan manager.
Why it’s a problem: Without a plan manager, districts can’t access the dashboard to send invites to new staff and manage their users.
What to do instead: Assign at least one plan manager right away. Email help@slptoolkit.com to assign your plan managers.
2. Accessing the Dashboard Before Accepting the Plan Manager Invitation
What happens: A new plan manager tries to log into the dashboard before accepting their invitation.
Why it’s a problem: The dashboard appears black — not because of a bug, but because the invite hasn’t been accepted yet.
What to do instead: Accept the plan manager invitation first. Then, log in to access the dashboard.
👉Email help@slptoolkit.com if you need a new plan manager invitation.
3. Getting Stuck Behind Firewalls
What happens: Plan managers see a blank or a loading screen when opening the dashboard.
Why it’s a problem: This isn’t a system bug — it’s usually local IT blocking the dashboard site.
What to do instead: Have IT whitelist required domains and allow WebSockets.
4. Logging into the Wrong Site (slptoolkit.com instead of the Dashboard)
What happens: Plan managers try to log in at slptoolkit.com instead of the User Management Dashboard.
Why it’s a problem: They’re prompted to pay for a personal subscription, even though they’re trying to manage licenses — leading them to believe something is broken.
What to do instead: Plan managers should only log in athttps://user_management_9.jetadmin.io/login. Bookmark it! That’s the correct link for managing licenses, sending invites, and accessing reports.
5. Letting Invitations Expire
What happens: Invites expire after 7 days, leaving users unable to join.
Why it’s a problem: Plan managers sometimes think the system failed when their team is prompted to pay for a personal subscription to set up an account, but there actually isn’t an active invitation.
What to do instead: Resend the invite directly from the dashboard.
6. Over-Inviting Beyond Your License Count
What happens: More users are invited than licenses purchased.
Why it’s a problem: Only the first to accept gets in — the rest are blocked and prompted to purchase a subscription.
What to do instead: Double-check your license count before sending invites, transfer the account to the replacing staff member, free up licenses by deleting or disconnecting unneeded accounts, or request additional licenses from sales@slptoolkit.com.
7. Accidentally Deleting Accounts
What happens: Accounts are deleted without first checking with the staff member.
Why it’s a problem: Deletion permanently erases all student data, and the staff member loses access when they may still need it.
What to do instead: Double-check with the account holder first before deleting an account.
8. Assuming Student Data Transfers Automatically
What happens: A staff member leaves and the district assumes caseloads automatically move.
Why it’s a problem: Student data stays tied to the original account unless a transfer is completed.
What to do instead: Use the dashboard to transfer the account to the new staff member.
9. Trying to Transfer an Account to a User Who Already Has an Account
What happens: Plan managers attempt to transfer an account to a district email that’s already connected to another active account.
Why it’s a problem: Accounts cannot be merged, so the process fails. The system shows an error message — not because of a glitch, but because the email address is already taken.
What to do instead: Use a different district email that isn’t tied to another account, or transfer only the students to the existing account.
10. Adding an Extra Space After an Email Address
What happens: Plan managers transfer an account but accidentally add a trailing space after the email.
Why it’s a problem: The invite doesn’t send, and some plan managers try to “fix” it by deleting the account and sending a new invite. That creates bigger issues because the deleted account has to be restored.
What to do instead: Double-check for extra spaces when typing in the email field before clicking Update. When in doubt, always reach out to help@slptoolkit.com.
11. Mixing Up “Transfer Students” vs. “Transfer Accounts”
What happens: Some plan managers try to merge accounts, which isn’t possible in SLP Toolkit.
Why it’s a problem: This leads to confusion about where student data lives.
What to do instead:
Transfer Students if a provider is only picking up part of a caseload. This has to happen within the SLP Toolkit account.
Transfer the Entire Account if a new SLP is taking over the whole caseload and doesn’t already have an existing account. Plan managers can do this via the User Management Dashboard.
👉 How to Transfer Students or Transfer Accounts
12. Forgetting About 2FA When Accessing Former Staff Accounts
What happens: Plan managers try to log into a former staff account but get stuck on Two-Factor Authentication (2FA).
Why it’s a problem: Without the code, they can’t access student records.
What to do instead: Disable 2FA in the dashboard and set a temporary password.
✅ With these pitfalls in mind — and the resources linked here — you’ll be ready to manage accounts smoothly, avoid common roadblocks, and keep your district running without interruption.
💡 Remember: you don’t have to figure this out alone. Our team is always happy to walk you through the steps. Email help@slptoolkit.com for assistance with using the User Management Dashboard.