Account Details Page*

The Account Details page allows a Primary User the ability to manage other user accounts, their account profile and the Portal site information.

Primary Users have the ability to grant access to additional users, manage invitations that have already been sent and deactivate access to all users. 

• 1. Click Account Details.

Grant Additional Users Access

• 1. Enter their email address in the Email field under Invite Users

  2. Click SEND INVITE.

  3. The invited user will receive an email with instructions to create their account. Their email will appear in the Pending Invitations section until they accept the invitation and create an account. Once the account is created, their information will appear in the Accepted Invitations section.

Note: District Primary Users perform the same steps. Additionally, they need to specify a location to which the invited user will be allowed access. It could be all the locations in the district, or a specific school.

Working with Pending Invitations

If invitations are pending, you can choose to either resend the invitation or delete the invitation.

• 1. Click the radio button next to the invitation you want to take action on. 

  2. The action buttons will become enabled. To resend the invitation, click RE-SEND INVITE. This will send another invite email. If you need to cancel the invitation, click DELETE.

Removing Existing User Access

• 1. Under Accepted Invitations, click the radio button next to the user to remove account access. 

  2. Click REMOVE. The next time that user attempts to log in, they will see a message notifying them they will no longer have access to the site.