Userid Maintenance

The first DB-Support function you should perform is to set up your system User IDs (User Identifications). With SchoolLeader, you can set up an unlimited amount of users, and allow or deny these users from performing certain tasks. For example, the center owner will have authority to perform all SchoolLeader functions, but the front desk personnel may be denied access to certain sensitive information such as accounting or employee wages.

The User ID Maintenance Window allows you to manage all of the User IDs in your system. To add, modify or delete User IDs, click on the USER ID MAINTENANCE button from the main DB-Support window.

The following window will then be displayed for managing your User IDs. This window has three tabs: the General tab, the Permissions tab, and the School Access tab.

General Tab

The GENERAL tab is where you can add, modify or delete User IDs. You can also "clear" or reset the existing user's passwords from this tab.

First, click the 'ADD' button to add the first User ID. Begin filling in the information for User ID, Last Name, First Name, and Middle Initial.

User ID

Enter the log on User ID assigned to an individual. It can be any combination of letters and numbers up to a total of 25 characters.

When a new User ID is established, SchoolLeader assigns the first 8 characters of the User ID as the password. When logging into SchoolLeader FrontDesk for the first time, the user needs to enter the first 8 characters of their User ID as their password, and then they should immediately change their password.

Last Name

First Name

Clear Password

Press this button to clear the password for this User ID. Once cleared, you can log on with the same User ID, however the password has been reset to be the User ID as well. In other words, if the User ID was "Mary" then the password would be "Mary" as well after it is cleared.

The owner of the User ID should change the Password to something less obvious the next time they log on to SchoolLeader FrontDesk.

Permissions Tab

After saving the information on the General Tab, click on the Permissions Tab. The PERMISSIONS tab is where you will specify what "rights" this User ID has for accessing the various functions in SchoolLeader.

You can assign individual access rights to specific SchoolLeader functions. Each function can have one of five different permission levels. The different permission levels are:

By clicking on the 'down' arrow next to each function, you can select the permission level that is appropriate for each User ID. The Permission Levels are cumulative as you move down the list. For example, a User ID that has 'Update' authority for Students can Read, Add, and Update Student information, however, this User ID cannot Delete Student Information.

You can also assign individual access rights to groups of SchoolLeader Reports. The different Report Permission Levels are:

You can mix and match the Functions and Permission levels anyway you find necessary for each individual User ID. This gives you maximum flexibility for setting up your Security Model within SchoolLeader.

After setting your permission levels for this User ID, click on the SAVE button.

Permission Levels

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 associated with the function. DELETE is the ultimate power that a User ID can have for a particular function.

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.

Access to DB-Support functions should be limited to those who need System Administration authority. There is no need for the general users of SchoolLeader to have access to DB-Support. To prevent unauthorized access to these functions, set the SYSADMIN permissions to None in the Permissions Tab for those users who do not need access. Doing so will prevent unauthorized individuals from logging on and gaining access to this area.

Function Types and their associated SchoolLeader processes

Function Type	Windows and Processes controlled by this Function Type
School	Outside School Definition Window Classroom Folder Third Party Sponsor Folder Central Report Manager USDA Food Program
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 (all Employee information)
Employee Wages	Employee Folder - Wages Only
Vendors	Vendor Folder and Vendor related window functions
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 Recurring Fee 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
A/R and A/P and General Ledger	Applying Recurring Charges Apply one time charges Create/modify Vendor Folders 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 Check Reconciler Bill Schedule General Ledger Journal Entries General Ledger Viewer

School Access Tab

After entering the User ID permission levels, now click on the School Access tab. The School Access Tab is where you will specify what "rights" that User ID has for accessing a particular School.

Check this Box if you want to allow Read and Write access for this User ID for this School. If this box is NOT checked, then this User ID will not be allowed to access this school's data.

Check this Box if you want to allow Read Only access for this User ID for this School.

If you have additional User IDs to set up, then go back to the GENERAL tab and repeat the process until finished entering User IDs.

If you need to 'MODIFY' an existing User ID, select the already saved User ID from the list displayed in the 'View User ID' box. The information associated with this User ID will be displayed. Modify the information as needed, then click on SAVE when you are done.

To close the User ID Maintenance window, click on the 'X' in the upper right hand corner of the Window.

2.2 - User ID Maintenance