User Management

Through User Management an authorized user can manage users and role assignments. Explore the following features within associated child pages.

Edit a User

If for any reason you need to edit a user, you can easily update their username, name, email, and/or role assignments. Make sure to save updates and inform the user they must log out and then log back into the Student Financial Aid user interface for the updates to take effect.

Disable a User

You can even disable a user temporarily or permanently. When a user account is disabled the user is not able to log in to their account. The user is not deleted from the user account information screen, so if you later need to re-enable the user, you can simply update the users account by choosing the appropriate radio button.

Required Role Permissions

The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.

• Administration

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Add a New User

Log into the Student Financial Aid User Interface (UI)

1. Navigate to Administration > Security Management > User Management
2. Click the New User button
3. Enter Username
4. Enter First Name
5. Enter Last Name
6. Enter Email
7. Select Roles
8. Click Save

To add multiple new users, check the Create Another box and Student Financial Aid will save the existing record and open a new user dialog box automatically.

Edit and/or Disable a User

Log into the Student Financial Aid User Interface (UI)

1. Navigate to Administration > Security Management > User Management
2. Click the row for the User to Edit/Disable
3. Update user info (if needed)
4. Update roles (if needed)
5. Enable/Disable as needed
   1. Add a comment if you are disabling a user
6. Click Save