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
Navigate to Administration > User Accounts
Search for Test Teacher1
Select the dropdown next to the user account name, click on View Transcript
View User Transcript, then select “Back to User Accounts”
Clear the Test Teacher1 name from the Search bar and click Search to view all user accounts.
Select Add Filter on the right.
Select “System Admin Rights” from the Column filter. “Equal to” in the second dropdown filter. “Super User” in the third dropdown filter.
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.
Navigate to Administration > User Accounts
Select “Create New User”
Enter in the account details
Required: Username, First/Last Name
Optional: Employee ID, Primary Email Address, Hire Date, Home Phone.
Set Staff Position to the Level 1 of your demographic hierarchy
Select Save
Select Cancel/Manage
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.
Navigate to Administration > User Accounts
Search for Test Teacher1
Select the person icon next to the user account name.
View the site from Test Teacher1’s perspective
Select the orange “Stop Impersonating” button at the top of the screen when finished.
Task 4: Marge 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.
Navigate to Administration > User Accounts
Select “Merge Accounts” from the left menu.
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.
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.