SuperUsers can quickly find an individual user to edit/update user profile and assignments or restore an inactive or removed user account by using the search feature in Account Manager.
Watch the short tutorial: Update User Accounts
Step-by-Step Guide:
Update a User Account
Hover over Utilities > click “Account Manager”
Search Current, Inactive, and Removed Users
A. Current staff and staff marked as retiring* use “Search Current Users”
B. For inactive staff that has been “removed” such as a previous employee, use “Search Inactive Users”
*Staff marked as Retiring are still considered active users until changing their status to “Removed”
Edit/update Active User Account:*
The SuperUser can: 1) Update name, email, location, position; 2) Reassign a rubric, checklist, finalization group, evaluators; 3) Adjust required formal and informal observations, and self-assessment (Districts not using Checklists)
Search for Staff member: Hover over Utilities in the navigation menu > click “Accounts Manager”
A. Under Edit User Accounts, type the name of the staff member in the ”Search Current Users” field
Under “Change Staff Member Attributes” make any necessary changes
*SuperUsers may also use the Multiple Change Engine to edit individual or multiple users accounts.
The Multiple Change Engine tool is useful when making several evaluatee changes and removing
non-returning staff at the start of the year. Review the Multiple Change Engine section for more
detail.
Items to note when editing a staff Member Profile
Updating Location:
When updating staff member’s location, the primary and secondary evaluators may need to be
updated as wellStaff member relocating from Building A to Building B will be removed from the Building A
evaluation rosterEvaluators assigned to the staff member in Building A prior to relocating to Building B will
still have access to staff member until evaluators from Building A are unassigned
Updating Email:
When updating the email address, the staff member will sign in with the new address moving
forward
Updating Evaluation Instruments (Rubric):
Evaluation items that have been mapped to the previous rubric will not transfer when changing a
rubricTo map previous observations to the new rubric, the evaluator will need to go into the previous
observation and copy the scripting. Then, open a new observation and paste the scripting, remap to
the new rubric, and delete the old observation
Updating Evaluator:
When updating evaluators to a staff member, remove the former evaluator(s) by clicking their name and selecting “Optional” to unassign the staff member from the former evaluator’s evaluatee roster
Updating a Checklist:
When only one Checklist is assigned: if replacing a Checklist with another, make sure to check
both options below the Checklists to align completed and in-progress items to new Checklist
When adding a second Checklist to a staff member, do not check the second option “Attach existing “unattached items with corresponding elements in checklist”
NOTE: Evaluation items will not be deleted or lost when changing Checklist. Any previous evaluation items that did not carry over to the new checklist will be listed under the Non-Checklist Evaluation Items
