Frequently asked questions - Revision history

Admin: /* What message is sent when I notify users of passwords? */

2018-08-10T14:43:17Z

What message is sent when I notify users of passwords?

2017-01-05T09:05:28Z

2016-06-06T15:39:58Z

How do I stop users seeing each other’s details?

2016-06-06T15:39:45Z

2016-06-06T15:38:58Z

How do I stop users seeing each other’s details?

2016-06-06T14:37:57Z

Users

2016-06-06T14:34:13Z

Can I send usernames and passwords separately?

2016-06-06T14:33:57Z

Passwords

2016-06-06T14:17:48Z

I have paid for a module but I can’t see it in the menu items

2016-06-06T14:17:32Z

Additional Modules

← Older revision		Revision as of 14:43, 10 August 2018
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	If you need to send a password to a user who has already changed their password, you can either direct them to the forgotten password box on the login page of Insight, or reset their password manually (see above, "How do I reset a user's password?") <br> <br>		If you need to send a password to a user who has already changed their password, you can either direct them to the forgotten password box on the login page of Insight, or reset their password manually (see above, "How do I reset a user's password?") <br> <br>
−
−	~~===What message is sent when I notify users of passwords?===~~
−
−	~~There are different messages depending on the method used to send the password (email/SMS/post). All three messages can be configured via the '''[[preferences]]''' page. <br> <br>~~
−
−	~~'''[[Preferences]]''' > '''Welcome letter''' <br>~~
−	~~''This is the message used when sending password messages via post <br> <br>~~
−
−	~~'''[[Preferences]]''' > '''Email''' > '''Introductory message for Email''' <br>~~
−	~~''This is the message used when sending password messages via email <br> <br>~~
−
−	~~'''[[Preferences]]''' > '''SMS''' > '''Introductory message for SMS''' <br>~~
−	~~''This is the message used when sending password messages via SMS <br> <br>~~

	===Can I send usernames and passwords separately?===		===Can I send usernames and passwords separately?===

← Older revision		Revision as of 09:05, 5 January 2017
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	Go to '''Accounts''' > '''[[Users]]'''. Select the account for which you want to reset the password, then click the Edit button. Click the Reset Password button, then click Save. The new password will then appear on screen. <br> <br>		Go to '''Accounts''' > '''[[Users]]'''. Select the account for which you want to reset the password, then click the Edit button. Click the Reset Password button, then click Save. The new password will then appear on screen. <br> <br>
		+
		+	===How can I 'switch' account so I can see a parent view?===
		+
		+	Go to 'Accounts' > [[Users]] > expand the section labelled 'Dynamic parental' , highlight a parent account, then click the 'Edit' button, then click the 'Switch' button

	=Additional Modules=		=Additional Modules=

@@ Line 86: / Line 86: @@
 ===How do I stop users seeing each other’s details?===
-The [[personal details]] page is the only page in Insight which can reveal users' details to other users. You can prevent this using either of the following methods: <br>
+The '''[[personal details]]''' page is the only page in Insight which can reveal users' details to other users. You can prevent this using either of the following methods: <br>
 # Edit the role for the users. In the Personal Details settings, there is an option called "Show Other Users Details". This setting needs to be turned off
 # In SIMS, edit a contact's address. There is an option at the top of the window in SIMS called "Home address can be disclosed". If this is not ticked, then that user's details will not be displayed in Insight. <br> <br>

← Older revision		Revision as of 15:39, 6 June 2016
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	Additionally, you must edit the roles for all users. In the Personal Details settings, there is an option called "Show Home Address". This must be turned off as the student's home address is highly likely to also be the home address of a contact. <br> <br>		Additionally, you must edit the roles for all users. In the Personal Details settings, there is an option called "Show Home Address". This must be turned off as the student's home address is highly likely to also be the home address of a contact. <br> <br>
		+
		+	[[Category:Management]]
		+	[[Category:Additional modules]]

← Older revision		Revision as of 15:38, 6 June 2016
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	===How do I stop users seeing each other’s details?===		===How do I stop users seeing each other’s details?===
		+
		+	The [[personal details]] page is the only page in Insight which can reveal users' details to other users. You can prevent this using either of the following methods: <br>
		+	# Edit the role for the users. In the Personal Details settings, there is an option called "Show Other Users Details". This setting needs to be turned off
		+	# In SIMS, edit a contact's address. There is an option at the top of the window in SIMS called "Home address can be disclosed". If this is not ticked, then that user's details will not be displayed in Insight. <br> <br>
		+
		+	Additionally, you must edit the roles for all users. In the Personal Details settings, there is an option called "Show Home Address". This must be turned off as the student's home address is highly likely to also be the home address of a contact. <br> <br>

@@ Line 73: / Line 73: @@
 =Users=
-===Can I create accounts for pre-admissions?===
+===Can I create accounts for pre-admission students/parents?===
 ===I want the sync process to run automatically===
 ===How do I stop users seeing each other’s details?===

@@ Line 69: / Line 69: @@
 ===Can I send usernames and passwords separately?===
-Yes. Many schools send usernames via one method and passwords via another method (SMS, email or post). You can send multiple password notification messages to each user. One method should be used to send the username and a different message could be used for the password.
+Yes. Many schools send usernames via one method and passwords via another method (SMS, email or post). You can send multiple password notification messages to each user. One method should be used to send the username and a different message could be used for the password. <br> <br>
 =Users=

@@ Line 45: / Line 45: @@
 =Passwords=
-===Some users are not appearing on the pwd notification page===
+===Some users are not appearing on the password notification page===
 ===What message is sent when I notify users of passwords?===
 ===Can I send usernames and passwords separately?===
 =Users=

@@ Line 39: / Line 39: @@
 ===I have paid for a module but I can’t see it in the menu items===
-Go to '''[[:Category:Reports]]''' > '''[[Licence details]]'''. If there is a cross next to the module that you have paid for, click the Refresh link at the bottom of the page. Once the page has refreshed, a tick should appear next to the module. If you still see a cross, please contact [[:Help:Contents|our helpdesk]]. <br> <br>
+Go to '''[[:Category:Reports|Reports]]''' > '''[[Licence details]]'''. If there is a cross next to the module that you have paid for, click the Refresh link at the bottom of the page. Once the page has refreshed, a tick should appear next to the module. If you still see a cross, please contact [[:Help:Contents|our helpdesk]]. <br> <br>
 Once you can see a tick next to the module, check that it is enabled via the user [[role options]]. <br> <br>