How to Add a New User (3 minutes)

Learn how to add a new school user on the secure site.

Resources

• Account Management Section of the School Secure Site Knowledge Base

Video Transcript

The purpose of this tutorial is to demonstrate how to add a new school user on the secure site.

[Screen changes to the My Account page. In the left-hand menu, the second icon of two people with a pencil is selected and an expanded menu appears with two options: View Deleted Users and Manage Users. Manage Users is selected.]

Open your account page. Select manage users.

[Screen changes to the Terms and Conditions page. I Accept button is selected. Screen changes to the Manage Users for University Name. There is a table of users that includes clickable names, user id and roles. Underneath the table is Create a New User link.]

After reviewing and accepting the user administrator terms, you'll be directed to the list of all school users and contacts at your institution. Here, you can either view or manage an existing users's access or you can add a new user. To add a new user, select create new user at the bottom right.

[Personal Information section for the new user. Fields for name, title, address, email address, phone and fax number. Submit and Cancel buttons. Submit button is selected. Screen is grayed out and popup stating the record has been saved successfully and Ok button is selected. Screen returns and the buttons have been replaced with a user status of Active and Delete User Profile button. There's also a column on the right with Account Details where a user id can be created and Query Access Permissions with a link beneath it and three checkbox options. Below the two columns is a table for org/service level roles with a submit button beneath it.]

Here, you'll enter the new user's name and contact information. Once you're done, select submit. You'll see a message when the record has been saved. Click okay to continue and assign the new user roles and permissions. Here you can select what your new user can query. A user can either make standard student or school queries, meaning the user can view student enrollment and notification histories, transmission schedule and SSCR processing history or query financial aid or Perkins loan admissions or institutional research. Selecting the link shown here opens a text box stating what the query permissions allow. Most of these pertain to StudentTracker access. You can assign specific roles to the new user in the section below. Each role has a specific purpose. Some may be limited to a specific job title or number of users. Simply hover your mouse over a role name to see its description. Roles displayed in italics require the user to have access to the Clearinghouse secure site. You must assign a web ID in order to give the user web access. The web ID is limited to nine characters. If the user name you've chosen is already in use, you'll see this error message username already exists please choose another. Once you are done, select submit at the bottom of the page.

[Screen grays out and there is popup stating record has been saved successfully with an Ok button.]

You'll get confirmation that your record has been saved successfully. Your new user is now active. If you assigned web access, the user will receive a web ID and a temporary password by email. The new user will be prompted to change his or her password after logging in.

For more information, contact customer service at 737424200. You can also email us at service@studentclearinghouse.org.