User management - Revision history

Admin: /* Pre-Admissions and Leavers */

2020-08-13T14:21:52Z

Pre-Admissions and Leavers

2019-02-21T14:24:31Z

Creating Accounts (the Sync process)

2018-11-14T16:41:32Z

Parental Accounts

2018-11-14T16:41:25Z

Logging into other users' accounts (Switching)

2018-11-14T16:09:13Z

Admin

2018-08-10T14:48:37Z

Resetting Passwords

2018-08-10T14:18:24Z

Staff

2018-08-10T14:18:10Z

Staff

2018-08-10T14:11:26Z

Accounts for Pre-Admissions and Leavers

2018-08-10T14:11:09Z

Accounts for Pre-Admissions and Leavers

@@ Line 43: / Line 43: @@
 There are settings here called: <br>
 *'''Largest number of days in the future for admission dates of applicants''' <br>
-This is the number of days after a student has gone off roll that they are still able to access their Insight account
+This is the number of days before the student joins the school, in which they will be able to access their Insight account
 *'''Date Of Leaving grace days before considered Off Roll''' <br>
-This is the number of days before the student joins the school, in which they will be able to access their Insight account <br> <br>
+This is the number of days after a student has gone off roll that they are still able to access their Insight account <br> <br>
 ==Staff==

← Older revision		Revision as of 14:24, 21 February 2019
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	=Creating Accounts (the Sync process)=		=Creating Accounts (the Sync process)=
		+
		+	To manually create accounts for admin staff or to run the Sync process, users require the following '''[[roles\|role option]]''': <br>
		+	''Accounts > Users > Allow user synchronisation'' (On) <br> <br>

	==Parental==		==Parental==

← Older revision		Revision as of 16:41, 14 November 2018
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	Users can remind themselves of their password from the Insight login page. You can manually reset a user's password if you decide it is necessary for any reason. To do this, first find the account that you want to log in to. Click on the account to select it. Click the '''Edit''' button (the left side of the button, not the arrow on the right) <br> <br>		Users can remind themselves of their password from the Insight login page. You can manually reset a user's password if you decide it is necessary for any reason. To do this, first find the account that you want to log in to. Click on the account to select it. Click the '''Edit''' button (the left side of the button, not the arrow on the right) <br> <br>
−
−	~~[[Image:users_account_edit.png\|450px]] <br> <br>~~

	You will be taken to a new page. Click the '''Reset password''' button then click the '''Save''' button at the top right. You will be taken back to the Users page and the new password will appear in a new window. <br> <br>		You will be taken to a new page. Click the '''Reset password''' button then click the '''Save''' button at the top right. You will be taken back to the Users page and the new password will appear in a new window. <br> <br>

← Older revision		Revision as of 16:41, 14 November 2018
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	You can log into a user's account without know their login details, so that you can see Insight from their perspective. To do this, first find the account that you want to log in to. Click on the account to select it. Click the '''Edit''' button (the left side of the button, not the arrow on the right) <br> <br>		You can log into a user's account without know their login details, so that you can see Insight from their perspective. To do this, first find the account that you want to log in to. Click on the account to select it. Click the '''Edit''' button (the left side of the button, not the arrow on the right) <br> <br>
−
−	~~[[Image:users_account_edit.png\|450px]] <br> <br>~~

	You will be taken to a new page. Click the '''Switch''' button at the top left of the page to log in to the user's account. <br> <br>		You will be taken to a new page. Click the '''Switch''' button at the top left of the page to log in to the user's account. <br> <br>

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 The password for the admin password can be reset if required. In order to reset the admin password you must have access to the IIS server that hosts Insight. <br> <br>
-Log on the the server and run an '''[[Insight service pack|Installation#Installing_INSIGHT]]'''. Click on the '''Utilities''' menu item in the service pack then select the '''Reset administrator password''' option. You will be prompted to enter a passcode, which you can obtain by contacting the TASC helpdesk. Once you enter the passcode into the service pack, the admin account password will be reset to "password". <br> <br>
+Log on the the server and run an '''[[Installation#Installing_INSIGHT|Insight service pack]]'''. Click on the '''Utilities''' menu item in the service pack then select the '''Reset administrator password''' option. You will be prompted to enter a passcode, which you can obtain by contacting the TASC helpdesk. Once you enter the passcode into the service pack, the admin account password will be reset to "password". <br> <br>
 =Troubleshooting=

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 =Resetting Passwords=
 Users can remind themselves of their password from the Insight login page. You can manually reset a user's password if you decide it is necessary for any reason. To do this, first find the account that you want to log in to. Click on the account to select it. Click the '''Edit''' button (the left side of the button, not the arrow on the right) <br> <br>
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 Note that Insight must be configured to send emails and/or SMS messages. The '''[[communication setup]]''' page explains the configuration that is required. <br> <br>
 =Troubleshooting=

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 Enable this option if you want Insight to create accounts for non-teachers. <br> <br>
-Finally, click the '''Synchronise''' button and Insight will create accounts for staff, according to the options selected. <br> <br>
+Finally, click the '''Synchronise''' button and Insight will create accounts for staff, according to the options selected. <br>
 ''Note that if a staff member is also a parent then they will have two accounts created, one as a staff member and another as a parent.'' <br> <br>

@@ Line 46: / Line 46: @@
 ==Staff==
-To create staff accounts, click the '''Process''' button at the top right of the page then click '''Synchronise'''.
+To create staff accounts, click the '''Process''' button at the top right of the page then click '''Synchronise'''. <br> <br>
 The option at the top of the window reads '''Set the new users' activated status as 'Activated''''. Enable this if you want the staff to be able to log in to Insight immediately. If you do not enable this option, then staff accounts will be deactivated, meaning they cannot log in until the accounts are activated at a later time. <br> <br>
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 Finally, click the '''Synchronise''' button and Insight will create accounts for staff, according to the options selected. <br> <br>
 ===Single Sign On===

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 The option at the top of the window reads '''Set the new users' activated status as 'Activated''''. Enable this if you want the students to be able to log in to Insight immediately. Next select the '''Students''' option. Leave the 3 checkboxes unticked then click '''Synchronise'''. <br> <br>
-==Accounts for Pre-Admissions and Leavers==
+==Pre-Admissions and Leavers==
 By default Insight will not create accounts for students or parents who are leavers or pre-admission. These settings apply to both student accounts, and also to parental accounts linked to the relevant students. If you would like accounts to be created for these students, go to: <br>