Welcome to our Knowledge Base
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System Settings
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- Upload User Accounts
- User Accounts
- Upload Students
- Upload Students (Video)
- Upload Student Pictures
- User Permissions
- Manage Family and Guests
- Mass Updates
- Manage Students
- Microsoft Single Sign-On (SSO)
- Preparing for Next School Year
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Google Single Sign-On (SSO)
- Classlink
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Store
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- Changing Payment Type After Transaction has Completed
- Creating a Transaction
- E-mail Receipts
- Exporting Ticket Sales from Store to Ticketing for Checkin
- Modify Transaction - Post Sale
- Payment Type
- PAX Credit Card Reader Setup
- Portal Purchased Product Pickup and Reports
- Product Buttons
- Printing Receipts
- ProPay: How to Process Credit Cards
- ProPay: How to Void a Transaction
- Scanning a Student ID
- Returns
- Reprint Receipt and Resend Receipt by E-mail
- Student Credit
- Student Credit - Credit Refunds
- Discount Options
- Convenience Fee
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- Family and Guest Management
- Manage Spirit Points
- Manage Students
- Manage Family and Guests
- Mass Updates
- Student Credit
- Student Credit - Credit Refunds
- Discount Options
- Student Type
- Managing Student Credit
- Student Spirit Points
- Upload Students
- Upload Student Credit
- Upload Student Pictures
- Upload Students (Video)
- Add Students
- Student Negative Account Balance
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- Accessing the Student Only Store Portal
- Accessing the Open Store Portal
- Configure your Portal and Products
- Family and Guest Management
- Google Single Sign-On (SSO)
- Family Portal
- ProPay (Heartland) Merchant Account
- Manage Family and Guests
- Microsoft Single Sign-On (SSO)
- Portal Purchased Product Pickup and Reports
- Convenience Fee
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- Accessing the Student Only Store Portal
- Accessing the Open Store Portal
- Configure your Portal and Products
- Cash Drawer (Connected to Thermal Printer)
- Cash Drawer (USB) Windows 10
- ProPay (Heartland) Merchant Account
- My Account
- PAX Credit Card Reader Setup
- Portal Purchased Product Pickup and Reports
- Product History (Link on Current Transaction)
- Product Agreement
- SFTP Automated Student Rosters
- School Logo
- Taxes
- User Accounts
- User Permissions
- Upload User Accounts
- Whitelist URL's
- Pay Open Invoice by Credit Card
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- System Settings Getting Started (Video)
- Mass Updates
- ProPay (Heartland) Merchant Account
- PAX Credit Card Reader Setup
- Google Single Sign-On (SSO)
- Microsoft Single Sign-On (SSO)
- School Logo
- User Accounts
- Preparing for Next School Year
- Remote Support
- Upload Student Pictures
- User Permissions
- Upload User Accounts
- Convenience Fee
- Classlink
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Voting
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- Adding an Election
- Adding Candidates
- Adding Officer Positions
- Adding Pictures and Biographies
- Archive and Retrieve Old Elections
- Create a Survey (Video)
- Election Layout Options
- Duplicate an Election
- Election Preflight
- Preview an Election
- Removing Candidates
- Using Video Biographies
- Write-in Candidates
- Rank Choice Voting
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- Configure the Student Login Page
- Hobbies and Biography
- My Account
- Notifications for Unsuccessful Student Login Attempts
- Require Student E-mail
- Require Change Passwords
- SFTP Automated Student Rosters
- School Logo
- User Accounts
- User Permissions
- Upload User Accounts
- Whitelist URL's
- Pay Open Invoice by Credit Card
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Ticketing
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Interventions
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- Bell Schedules
- Interventions
- Mass Updates
- My Account
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- SFTP Automated Student Rosters
- School Logo
- User Accounts
- User Permissions
- Upload User Accounts
- Whitelist URL's
- Pay Open Invoice by Credit Card
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Announcements
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Student / Family Portal
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Digital ID
User Permissions
In this article, you will learn about managing user / staff accounts.
User Management
This document will go through the Application Access (user permission) for each application.
Click here to learn how to Add or Edit a new users
For each application you can turn on or off access to that application with the switch. Once turned on you can set the access level with the dropdown menu. When selecting Super User you can grant that user to manage the account which means to be able to renew the software when it expires. Applications depending on other functionally can have up to 3 levels with Application owner being the same level as Super Admin. Below we will go through each application and what permissions that the user can access with each level.
Announcements
Limited User
- Create Announcement (needs approval)
- Edit Announcements
- Read Daily Announcements
- Calendar View
Basic User
- Create Announcement
- Edit Announcement
- Read Daily Announcements
- Calendar View
- Approve Announcements
Super User
- Create Announcement
- Edit Announcement
- Read and Email Daily Announcements
- Calendar View
- Approve Announcements
- Reports
- Configure (Groups / Auto Send / Users / System Values)
Interventions
Limited User
- Scanning
- Single Scan Type
- Student Look-Up
Basic User
- Scanning
- Single Scan Type
- Student Look-Up
- Students (Add / Edit)
Super User
- Scanning
- Multiple Scan Types
- Student Look-Up
- Students (Add / Edit / Upload / Upload Pictures)
- Outcomes (Admin Visits / Detentions / Call Slips)
- Outcomes (Mass Infraction Updates)
- Reports
- Configure (Schedule / Interventions / Users / System Values)
Store
Limited User
- Sales
- Returns (needs admin approval)
- Reports (Single Day / Multiple Day / Sales Clerk)
Basic User
- Sales
- Returns
- Reports (All except Login Attempts)
- Students (Add / Edit / Upload)
- Products (Add / Edit)
- Inventory (Add)
Super User
- Sales
- Returns
- Reports (All)
- Students (Add / Edit / Upload)
- Products (Add / Edit / Categories / Groups / Vendors)
- Inventory (Add / Remove)
- Configure (Taxes / Mass Updates / Users / System Settings)
Ticketing
Limited User
- Students (View Only)
- Events (Sell / Check In)
- Attendees List
Super User
- Students (Add / Edit / Upload / Pictures / Mass Update)
- Events (Sell / Check In / Add / Edit / Pre-load)
- Attendees List
- Reports (All)
- Configure (Ticket Types / Users / System Values)
Voting
Super User
- Students (Add / Edit / Upload / Pictures)
- Elections (Add / Edit / Positions / Voting Groups)
- Reports (All)
- Configure (Users / System Values / Mass Updates)