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Create Admin User Accounts

Nicole McCabe
  • Updated

This article contains the following information:

 

About Admin Users

Any non-student user of Texas College Bridge is an "Admin," even if they are not someone who you expect to handle administrative tasks. You can define the Role each user has, which defines what they have permission to do and see in EdReady. You can also add Category assignments to your users to limit their access to student data. 

Create Admin Account

If you have permission to create Admin Accounts (ISD Administrator or School Administrator), you will be able to perform the following actions.

Option 1: Upload Contacts in Bulk

This is a multi-step process. Administrators can upload a list of users in a .csv file to create accounts. However, this process does not assign the Role or Categories. In the .csv file, you can specify the user's name and email address only. After the accounts have been created, you will need to visit each account and edit the user's settings. 

Download this template file: https://bit.ly/NROCportal_contacts

Complete this file for all users you want to upload (only firstName, lastName, and email are required 

 

1. Login to EdReady and click Manage Account

2. The Groups tab will open by default. Click on the Edit button (btnEdit.png) for your group.

 

3. Click the Contacts tab

4. Click on the Upload Contacts File button above the table.

contactsTab.png

 

 5. A pop-up window will open: click the Choose File button and navigate to your contacts file, then click the Save button.  contacts2_upload.png
 

6. You will see an on-screen confirmation message when the file is accepted, and all uploaded users will be listed in the table on the Contacts page. You will also find these users in the main Admins tab.

contacts3_afterUpload.png
 

These users will automatically receive an email from EdReady letting them know their username (their email address) and a temporary password. 

7. All users will be created with a default role that includes reporting-only access. They can see all students in the ISD/Group. You will need to edit the user's account to ensure that they have the correct Role and you may want to edit their assigned categories (school and/or Section(s)) to ensure their access is limited to the correct student data. 

 

Option 2: Create Individual Accounts

 

1. Login to EdReady and click Manage Account

 

2. The Groups tab will open by default. Click on the Admins tab at the top of the page.

3. Click the Create new admin button above the table

adminsTable_create1.png

 

4. You will be taken to the page where you can enter this user's information: 

 
      • Email: this will also be their username. They will need to be able to access messages sent to this account in order to confirm their account
      • First and Last name
      • Password: the email you select will be sent to them automatically by the system. They will be forced to select a secure password upon their first login
      • Admin Type: select Group Admin for all Texas College Bridge users
 admin_create.png
 

5. After selecting the Admin Type, additional fields will display on-screen:

  • Role: this indicates the permissions this user should have within the Texas College Bridge platform. (More details about the available roles can be found HERE.)
  • Groups: Select your ISD or Partner name from the dropdown here: you will know it has been selected when it is displayed on-screen in a gray box.
 

6. Click the Create button

This user will automatically receive an email from EdReady that includes a link to their temporary password and a link to confirm their account.
 

7. After a user's account has been created, it is important that you edit the Categories and/or Goals associated with the account.
 

 

 

Set Up Categories and Goals

After a user's account has been created, it is important that you edit the Categories and/or Goals associated with the account. If the user was uploaded in a bulk operation, you will likely need to edit their Role (all uploaded users will have default to having reporting-only access.)

More details here: Edit Admin User. 

 

 

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