Site Manager Tool
These instructions are intended for users who already have a username and are setup.
This will explain how to:
Add new staff memberships to the system
Deactivating and re-activating members in site manager
Copy Member tool
If you are unable to use the Site Manager, or have a lot of changes, or require further assistance, you may always email our support team at any time to create a ticket and provide us a completed Import Template spreadsheet, in which you can download from this link, eWalk Import Template, or McREL Power Walkthrough Import Template, and send it to mxsupport@harriscomputer.com
If you wish to Add New Users, or require any assistance with your renewal, please email our Renewals team at mxrenewal@harriscomputer.com
Open the Site Manager under Admin Tools
To begin editing and adding members to a site, please login to mxWeb and open the Site Manager under the Admin Tools section or if you have a different view, “Click Admin Tools at the top of the page, then click Site Manager”.
Add new staff memberships to the system
Once you are in the Site Manager, you may see your district or your school. If you see a district, click on the expanding box. Then, click on your school to highlight it and you will now be able to add members to it. We are using "A Best School" as an example.
(1) On the left side pane you may see your district or your school. If you see a district, click on the expanding box. Then, click on your school to highlight it and you will now be able to add members to it. We are using "A Best School" as an example.
(2) Click on the member tab in the middle of the right pane
(3) To view existing members click on the member roll (Teacher, Principal) your wanting to add.
(4) To view deactivated members click on the check box "Display Inactive member" There might be an existing account you can just re-activate instead of creating a new one.
(5) Now click the “new” button and this will generate a "New Member" pop up box
(5) In the "Type" drop down choose the member account you are wanting to create and add to the system. You have the options of Administrator, Principal, Teacher, Student & Staff
(6) Enter in the first name, last name and email address. The unique ID field will automatically populate with the email address. If you have a different unique ID, for example an employee number just overwrite and enter in the proper unique ID
(7) If you don’t have a username, just click the "Create" (8) button. If you have an existing user ID to use, just enter in the proper user ID or choose it from the drop-down list. You will only see user IDs that are in your license (You have to have access to the license in order to see the IDs in the drop-down list). Once you enter in all the information including the user ID just click the "Create" (8) button.
**This type of user addition does not remove a user from previous location. An import that is setup to do so will. If you wish to remove a user from a location you need navigate to that site to use the red arrows located next to their member role in the Site Manager. Below are the instruction on Deactivating and re-activating members in site manager
Deactivating and re-activating members in site manager
(1) On the left side pane click on, and highlight the site you want locate the member account under
(2) Click on the member tab in the middle of the right pane
(3) Locate the member account your wanting to deactivate
(4) Click the red down arrow to deactivate a member you no long want to see in the system
(5) To see previously deactivated members, add a check in the check box “Display inactive members”
(6) To reactivate the member, click the green up arrow, this will then move the staff member to the active section.
Copy Member tool (Previously known as "Move People" tool)
(1) When in site manager tool choose the "Copy Member" button on the right side. The copy member screen will slide out from the right side of the screen. NOTE: you need to be on the "Site Info" tab in order to see the "Copy Member" button
(2) Now select the site on the left side of the screen where the staff member your wanting to be moved from is presently located in.
(3) In the middle of the screen you will then see the "Members". By clicking the little arrow on the primary member will expand out and show the full list of active members in the site. You then select the member you want to be moved.
(4) In the "Destination Site" section you then select the site or sites you want to move the member account to.
(5) By selecting this box you will deactivate the member account from the existing site.
(6) final step to completed the move is to click the "Copy/Deactivate Member" button
(7) By clicking the "Done" button you will slide the "Copy Member" screen back to the right side and leave you back in the "Site Info" screen
