Client Services

FAQs

Administrators

How do I create a new Administrator account?

New Administrator accounts may only be created other system administrators that have Supervisor (or the highest level) of access to the system. To create a new Administrator account, head to Databases > Admin > New. Once here, complete the required fields making sure to assign the administrator a Username and Password. After saving the initial account form, you must head to the Control Information section of the Administrator’s account and assign the appropriate Access Level and Status.

Can I create a new Administrator Access Level?

Yes, Administrator Access Levels can be customized by either tweaking existing levels or creating an entirely new access type! Think through the needs of your customized access level and then contact our support team to help walk you through this process.

Can I customize Administrator Access Levels?

Yes, Administrator Access Levels can be customized by either tweaking existing levels or creating an entirely new one! Think through the needs of your customized access level and then contact our support team to help walk you through this process.

How do I change an Administrator’s Access Level?

Administrator Access Levels are assigned by Supervisor Administrator’s in the system. To edit the Access Level of an administrator, open the Administrator’s account from Database>Admin>Search and change the Access Level seen in the Control Information section of the Administrator’s profile.

How do I delete an Administrator account?

We do not recommend deleting Administrator accounts. Deleting Administrator accounts will cause activity linked to that Administrator to be lost. Rather than deleting an Administrator’s account, we recommend inactivating the account by adjusting the Administrator’s Status to “Inactive”.

How do I inactivate an Administrator account?

To inactivate an Administrator account, open the Administrator’s account from Databases>Admins>Search and change the account’s Status to “Inactive”. The Status field is located in the Control Information section of the Administrator’s profile.

How can I see all of my own observation notes within the system?

There are actually two ways to see your own observation notes. The first way is to go to “My Profile” and on your left, under Page Functions click “View Activity.” Once here, you can click on the Observation Tab. The second way is to expand the “Quick Links” icon on your left navigational bar. Once here, click on “Observations.”

What are the differences between the access levels?

Access Levels are fully customizable within your site so your exact access roles my vary from our default access roles. The best way to identify the differences in access roles is to login as various users of various access levels. By default, the Supervisor role is generally reserved for the highest level users in your office. The Supervisor role will have access to everything within the site. This includes adding records, deleting records, and all other system setup options. The Staff role is very similar to the Supervisor role except they do not have the ability to delete records or access system setup. This is the access level the majority of your staff should have. The Student Worker role is similar to the Staff role; however the Student Worker role does not have the ability to edit records. Please keep in mind that these descriptions are the default settings within your site and therefore they can be customized to suit your needs.

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