Userid Maintenance

 

This process allows you to manage all the userids in your system. You can create new ID's, modify existing ones, or delete existing ones when they are no longer needed. To execute the process press the USERID MAINTENANCE button from the main DBSupport window.

When you first install SchoolLeader an initial User ID is created for you to allow access to the system. The User ID is as follows:
  UserID: Administrator
  Password: admin
 
The first time you use SchoolLeader, you should change the password to something less obvious to prevent unauthorized access in the future.

The following window will then be displayed that is used to manage the User ID's. This window has two sections: the General section and the PERMISSIONS section.

 

 General Tab

The GENERAL section is where you can view and change the UserID and the person's name associated with that UserID. You can also "clear" the users Password in case they forget what it was.

 

UserID

Specifies the Logon Userid to be userid by this individual. It can be any combination of letters and numbers up to a total of 25 characters.

 

Last Name

The Last Name of the owner of this UserID

 

First Name

The First Name of t he owner of this UserID

 

Clear Password

Press this button to clear the password for this UserID. Once cleared you can logon to this UserID by entering the UserID itself as the password. In other words, if the was "Mary" then the password would be "Mary" as well after it is cleared.

The owner of the Userid should change the Password to something less obvious the next time they Log on to SchoolLeader.

 

Permissions Tab

The PERMISSIONS section is where you will specify what "rights" that userid has for accessing the various functions in SchoolLeader.

 

 

You can set individual access rights to eight specific functions. Each Function can have one of five different permission levels. You can mix and match the Functions and Permission levels anyway you find necessary for an individual UserID. This gives you maximum flexibility for setting up your Security Model within SchoolLeader.

Permission Levels

Data Entry

None
No permissions granted. User cannot even open a window or view any data associated with the function

Read
User can open windows and view data but cannot make ANY changes or additions to data associated with the function

Add
User can add new data but cannot modify or delete any data associated with the function

Update
User can Read, Add, and Update data but cannot delete any data associated with the function.

Delete
User can Read, Add, Update, and Delete data but cannot produce any Central Report Manager Reports associated with the function.

 

Reports

Yes
User produce reports that fall into this category. This includes producing detail and analysis reports in the Central Report Manager as well as reports produced directly from within various data entry windows.

No
User cannot produce any reports in this category.

 

 

Function Types and their associated SchoolLeader processes

Function Type

Windows and Processes controlled by this Function Type

School

 

Outside School Definition Window
Classroom Folder
ThirdParty Sponsor Folder
Central Report Manager

Students

 

 

Student Folder
Student Quickview
Student/Guardian Relationship creation
Family Setup Wizard
Student/Activity associations
Enrollment Waiting List

Guardians

 

Family Quickview
Guardian Quickview
Guardian Folder

Employees

Employee Folder

Sys Admin

 

 

 

 

 

 

 

 

 

Fiscal Calendar Manager
Form Compliance Letter Setup
Job Type Definition
Late Payment Rules
Report Logo Setup
Memory Manager Tool
Resetting Next Subledger Transaction Number
Relationship Definitions|
Enrollment Fee Rules
Activity Fee Rules
NSF Rules
Configuration Defaults
Chart Of Account Definitions
Bank Deposit Account Manager
Federal Tax ID Definitions
Student Form Definitions
Setting Guardian Folder "Automatic Charge Suppression" Indicators
Rate Table
Account Statement Setup

Activities

Activity Folder

CheckPoint



 

CheckPoint Manager
Student Folder Attendance Adjustments
Employee Folder Attendance Adjustments
Classroom Folder Check-in/Check-out process

Accounting

























 

Applying Recurring Charges
Apply one time charges
Post a transaction or payment
Void a Transaction/Payment
Refund a Prepayment balance
Writeoff an outstanding balance
Close a Deposit Batch
Payment Register
Subaccount Viewer
Journalize Payments
Account Balance Summary window
Close Accounting Periods
Post Recurring Rate Charges
Post Late Fees
Post Recurring Activity Fees
Synchronize Tuition Rates