How to create or remove an Curriculum Strategy Administrator

Overview

How to successfully create or promote a user profile to an administrator within the CS User Manager tool, as well as how to remove this access when needed.

All existing admins are able to create new admins or remove this access from profiles. It is strongly recommended to promote a user to administrator prior to a previous admin leaving to maintain leadership over the product and continue to provide users with necessary support.

Within the User Manager it is recommended to "Disable" users versus deleting them to ensure that records and audit trails are maintained on archived items.

Creating a New Administrator

1. Within the User Manager window (this is accessed via the Catalog Editor dashboard or via the Security tab), click the “New” button in the upper left hand corner.
2. When the “New User” window is open, fill in the fields: User Name, Full Name, Email, Password, Confirm Password
   • Username: Cannot be longer than 40 characters. Please note, that when setting up a new user who will be logging in via the SSO/Navigator, the username required for the new user set up needs to be identical to the username they will be using to log into the SSO.
   • Password: This is required for the user set up, but is not going to be the user's password if you are logging in via SSO. This password for user set up needs to be at least 8 characters and include at least one special character. (ex. domain** or smart***)
3. Once these fields are filled in, click the “Edit” button to the right of the Roles field to assign permissions to this user. The only role required to make a user an administrator is the "admin" role. Assigning additional roles to an administrator profile will result in interference with their full access. It is recommended that if a user is an admin, they are not assigned additional roles.

4. Clicking the Edit button to the right of the Roles window launches a window for selecting the roles you need to assign to the new user profile.

   Please note: Roles that appear in <carrots> are inherited by assigned roles, they are not assigned to the user profile.

   If you are creating a new user profile for a user that will be a catalog/curriculum administrator, the only role required is the "schooldomain\admin" role, and this will grant them access to everything needed.

   NEVER assign securities of catalog items directly to a user profile. This can create errors and interfere with access.

   ALWAYS assign roles to user profiles to provide users with access to the items they need to edit/review. Create new roles when necessary.

   If you believe there is an access error, please reach out to support so we can assist in troubleshooting or explaining.

5. Once you have assigned the new user the appropriate roles, click “OK”. Roles will not be assigned unless this is done.
6. The “New User” window Roles field will then be populated with the roles you have just assigned and you can click “Next”. (All roles within <carrots> are roles that have been inherited by roles that were assigned to the profile. These roles within <carrots> are not assigned individually)
7. The window will change to communicate that you have successfully created the new user. Click “Close”.

Removing Administrator Access

To Maintain User Profile

1. Within the User Manager window, double click the user profile you wish to adjust.
2. Click the “Member Of” tab on the Edit User window that opens.
3. Click the Edit button in the bottom left hand corner of the window. Please note: the roles within <carrots> are roles inherited by assigned roles and not assigned directly.
4. Double click the admin role or use the Remove button to remove the role from the “Selected” window at the right.
5. If you are maintaining the user profile and adding other general user roles, you can use the "Add" button to add selected roles to the profile.
6. Click “OK” when you are finished.
7. Click OK to close the User Profile window and save all changes made.

To Disable User Profile

1. Within the User Manager, select the user profile you wish to disable.
2. Click the Disable button at the top of the User Manager.
3. This allows you to maintain the record of the user but disables their ability to log into the dashboards.