Passwords - Revision history

Admin: /* Password Notification Messages */

2019-02-11T10:50:23Z

Password Notification Messages

Admin: /* Filtering */

2018-12-12T14:56:16Z

Filtering

Admin: /* Change of Username */

2018-10-05T11:12:25Z

Change of Username

Admin: /* Designing the Messages to be used */

2018-10-05T11:05:07Z

Designing the Messages to be used

Admin: /* Password Notification Messages */

2018-10-05T10:57:25Z

Password Notification Messages

Admin: /* Filtering */

2018-05-18T14:22:02Z

Filtering

Admin: /* Sending Passwords */

2018-05-18T14:18:19Z

Sending Passwords

Admin: /* Match */

2018-05-18T14:17:01Z

Match

Admin at 14:16, 18 May 2018

2018-05-18T14:16:06Z

Admin: /* Sending Passwords */

2018-05-18T08:49:39Z

Sending Passwords

@@ Line 39: / Line 39: @@
 |-
 | {title} || The user's title i.e. Mr or Mrs || Name
 |-
 | {multilineaddress} || The address of the user || Postal Address
 |-
 | {schooladdress} || The school's address || School Details

@@ Line 276: / Line 276: @@
 '''By Email Address''' <br>
-[[Image:password_notification_filter_no_email.png|thumb|Filtering to show accounts without real email addresses]]
+[[Image:password_notification_filter_no_email2.png|thumb|Filtering to show accounts without real email addresses]]
 Users who do not have a real email address will be given a DummyEmail by Insight. You can use this to find all users who do or do not have real email addresses. <br> <br>

@@ Line 235: / Line 235: @@
 |-
 | {todaysdate} || The calendar date || Other
 |} <br>

@@ Line 170: / Line 170: @@
 |-
 | {todaysdate} || The calendar date || Other
 |} <br>

@@ Line 71: / Line 71: @@
 |-
 | {pagebreak} || Start a new page (''only available in Letters'') || Other
 |} <br>

@@ Line 288: / Line 288: @@
 Now click the '''Notify''' button at the top right. A pop-up will appear showing the available options for contact. Select the type of contact(s) you want to use then click '''Ok'''. Emails and SMS messages will be sent immediately. <br> <br>
-You will now see a new pop-up with one or more links. If you selected '''Mail''' as a method of contact, you will see one or more "Users document" links. Each of these links allows you to download a PDF which contains several letters. Click on each of the User Document links to download all of your letters. <br> <br>
+You will now see a new pop-up with one or more links. If you selected '''Mail''' as a method of contact, you will see one or more '''Users document''' links. Each of these links allows you to download a PDF which contains several letters. Click on each of the User Document links to download all of your letters. <br> <br>
 You will also see a '''Summary document''' link. Click this to download a CSV file containing various data about the users, including their usernames, passwords and contact details. This CSV file can be used to generate your own mail merge. <br> <br>

@@ Line 170: / Line 170: @@
 |} <br>
-===Match===
+===Change of Username===
 This message is sent to users when their username has changed as a result of the match process (see the '''[[User_management#Changing_Usernames_to_Email_Format_(the_Match_process)|Match section of the Users page]]''' for further information about this). <br> <br>

@@ Line 1: / Line 1: @@
-=Setup for Emails and SMS=
+=Configuration=
 You should check that Insight is configured to send emails or SMS messages if you are going to send usernames or passwords using either of these methods. Follow the instructions on the '''[[communication setup]]''' page to check that Insight is configured correctly for this. You do not need to do this is you are only sending passwords in letters. <br> <br>
-=Designing the Messages to be used=
+==Designing the Messages to be used==
-==Password Notification Messages==
+===Password Notification Messages===
 Next you should design the message that Insight will use to send passwords. You can design separate messages for emails, letters and SMS messages. The messages are designed via: <br>
@@ Line 72: / Line 73: @@
 |} <br>
-==Password Resets==
+===Password Resets===
 The message used when a parent resets their password is defined via: <br>
@@ Line 108: / Line 109: @@
 |} <br>
-==Password Reminders==
+===Password Reminders===
 The messages used for password reminders in Insight are defined via: <br>
@@ Line 169: / Line 170: @@
 |} <br>
-==Match==
+===Match===
 This message is sent to users when their username has changed as a result of the match process (see the '''[[User_management#Changing_Usernames_to_Email_Format_(the_Match_process)|Match section of the Users page]]''' for further information about this). <br> <br>
@@ Line 232: / Line 233: @@
 |} <br>
-=Sending Passwords to Users=
+==Password Strength==
 [[Image:password_notification_page.png|thumb|The Password Notification page]]
@@ Line 241: / Line 254: @@
 ''Accounts > Password Notification'' <br> <br>
-==Filters==
+===Filtering===
 You can filter the list of users if required, so that messages are only sent to parents of pupils in specific year groups or registration groups. You will need to use the sorting column to do this. <br> <br>
-===By Year or Registration Group===
+'''By Year or Registration Group''' <br>
 [[Image:password_notification_filter_year.png|thumb|Filtering to show accounts linked to Year 8 students]]
@@ Line 255: / Line 268: @@
 You can use this information to filter the Password Notification page to only show accounts linked to certain students. For example, to fitler the page to only show accounts linked to Year 8 students, type "0008" into the textbox beneath the '''Sorting''' column header. Then click the filter button on the right and select '''Contains'''. <br> <br>
-===By Email Address===
+'''By Email Address''' <br>
 [[Image:password_notification_filter_email.png|thumb|Filtering to show accounts with real email addresses]]
@@ Line 263: / Line 276: @@
 Type "DummyEmail" into the textbox beneath the '''Email''' column header. Next click the filter button on the right. This will show a drop down of the different types of filter available. Select '''Begins with''' to see all users who have a DummyEmail address (and therefore do not have a real email address) or select '''Doesn't contain''' to see all users with real email addresses. <br> <br>
-==Sending Passwords==
+===Sending Passwords===
 If required, you should first apply any filters to the page (see above). <br> <br>
@@ Line 279: / Line 292: @@
 You will also see a '''Summary document''' link. Click this to download a CSV file containing various data about the users, including their usernames, passwords and contact details. This CSV file can be used to generate your own mail merge. <br> <br>
-==Why Do Some Users Not Appear==
+===Why Do Some Users Not Appear===
 A user will not appear on the Password Notification page if their account is deactivated or if they have changed their password. <br> <br>
@@ Line 285: / Line 298: @@
 If a user has changed their password and has forgotten it, they can either reset it themselves, or an admin user for Insight can reset it for them. Once a user's password has been manually reset, they will appear on the password notification page so long as their account is also activated. <br> <br>
-=Resetting Passwords on Behalf of Users=
+==Resetting Passwords on Behalf of Users==
 Admin users in Insight can reset passwords for users. Note that this cannot be done for accounts linked to the Active Directory, or for SIMS-linked staff accounts. <br> <br>
@@ Line 291: / Line 304: @@
 See the '''[[User management#Resetting Passwords|User Management]]''' page for instructions to reset a user's password. <br> <br>
-=Users Resetting their Own Passwords=
+==Users Resetting their Own Passwords==
 When a user has forgotten their password, they will usually need to reset it to a new random password. Then the user will receive a password reminder which tells them what their new password is. If the user has a randomly generated password (either the password given to them when their account was created, or when their password was reset by an administrator) then they will not need to reset the password and will go straight to the password reminder. <br> <br>
@@ Line 300: / Line 313: @@
 ''NOTE: Email addresses are taken from the user's account in Insight. The user's mobile telephone number for SMS messages is taken from SIMS.'' <br> <br>

← Older revision		Revision as of 08:49, 18 May 2018
Line 270:		Line 270:

	Next scroll to the top of the page and click the tickbox next to the '''Username''' column header. This will select all users. <br> <br>		Next scroll to the top of the page and click the tickbox next to the '''Username''' column header. This will select all users. <br> <br>
		+
		+	[[Image:notify_passwords_popup.png\|thumb\|The Notify popup window]]

	Now click the '''Notify''' button at the top right. A pop-up will appear showing the available options for contact. Select the type of contact(s) you want to use then click '''Ok'''. Emails and SMS messages will be sent immediately. <br> <br>		Now click the '''Notify''' button at the top right. A pop-up will appear showing the available options for contact. Select the type of contact(s) you want to use then click '''Ok'''. Emails and SMS messages will be sent immediately. <br> <br>