Professional Learning
Professional Learning
Breadcrumbs

User Account

To start using Naviance for Elementary, create accounts for staff navigators and student explorers by importing data manually or setting up a Secure File Transfer Protocol (SFTP).

Access types

Determine what users can do and review in Naviance for Elementary by assigning an access type.

Type

Definition

User

Assigned if the access type is left blank, includes no special privileges

Manager

Can access and manage students assigned to them

School Administrator

Can access and manage all student and staff users associated with the school administrator's school

Administrator

Can access and manage all users in the system


User Accounts are usually managed through regular data imports. Administrative users in Professional Learning can access user accounts to view details, access, and print user transcripts.  

Task 1

Access User Accounts 

  1. Navigate to Administration > User Accounts 

  2. Search for Test Teacher1 

  3. Select the dropdown next to the user account name, click on View Transcript 

  4. View User Transcript, then select “Back to User Accounts” 

  5. Clear the Test Teacher1 name from the Search bar and click Search to view all user accounts.  

  6. Select Add Filter on the right.  

  7. Select “System Admin Rights” from the Column filter. “Equal to” in the second dropdown filter. “Super User” in the third dropdown filter.  

  8. Confirm the list of Super Users in your site is accurate.  

Task 2

Manually create a new User Account (optional) 

You will only need to take this step if user accounts are not being created through nightly imports. Users with manually created accounts will receive a Welcome Email containing their username and a link to set their own password for login. 

  1. Navigate to Administration > User Accounts 

  2. Select “Create New User” 

  3. Enter in the account details  

  4. Required: Username, First/Last Name 

  5. Optional: Employee ID, Primary Email Address, Hire Date, Home Phone. 

  6. Set Staff Position to the Level 1 of your demographic hierarchy 

  7. Select Save 

  8. Select Cancel/Manage 

  9. From the user account page, select “Set Demographics” and “Set Locations” to assign the user to a demographic and location from your district’s hierarchy.  

Task 3

Assume a User Identity 

Only Super Users can assume the identity of another user.  

  1. Navigate to Administration > User Accounts 

  2. Search for Test Teacher1 

  3. Select the person icon next to the user account name.  

  4. View the site from Test Teacher1’s perspective 

  5. Select the orange “Stop Impersonating” button at the top of the screen when finished. 

Task 4

Merge two accounts (optional) 

If a duplicate account is created for a user, Super Users can merge the two accounts into one primary account. All transcript data from the duplicate account will be merged onto the transcript of the primary account selected. 

  1. Navigate to Administration > User Accounts 

  2. Select “Merge Accounts” from the left menu.  

  3. Identify duplicate accounts by Name, E-mail Address, Name and School Site, Name and E-mail Address, Employee ID, or Search for duplicate accounts by name.  

  4. Follow the prompts to merge users as needed.  

Configuration checklist

  • Access User Accounts 

  • Create a new User Account 

  • Assume a User Identity 

  • Merge two Accounts (optional)

You are ready for Staff Groups.