Each user in AS21, OSTT, and SST must have a unique user account. This article describes how to add, edit, and remove user accounts.

Adding a New User

On the Add User - Account Information screen, input the new user's first name, last name, and email. The email will be used for system access and registration, so ensure it's correct. 

If using Single Sign-On and the user has organizational credentials (e.g., a school district employee), select "No" for Enable Basic Authentication. They won't need a password, as authorization comes from the SSO system.

If your organization is not using Single Sign-on, or if the user lacks credentials (e.g., they are from a partner organization), select "Yes" for Enable Basic Authentication. These users will need a password to access the system. 

Select the appropriate Security Role and Organization(s) for user access.

 

Grant users access only to what they need. For instance, if a user needs access to two sites, first give them access to one, then use the +Add Another Access link for the other site. Avoid granting access to the entire district if it's not necessary. 

 

Click Save User.

Basic Authentication users will get an email with a "Complete Registration" link to set their password. New users must set a secure password to access the system.

SSO users will receive an email with a link to the system. They may need to verify some credentials before automatic login. If issues arise, contact your IT staff, not TransACT support, as they cannot access your SSO system.

Edit an Existing User

Administrators can also adjust a user's Access Information. Click Update User to save any changes.

Resetting a User's Password

Clicking the key icon opens a message window. Then, clicking the Reset Password button sends an email with a reset link. Users must follow this link to reset their password; otherwise, they'll be prompted to reset it upon their next login.

SSO users lack a key icon next to their name since their credentials are managed through Single Sign-On.

Removing Access for a User

Click - Delete on the Access Information screen to revoke a user's access for the selected role/organization. For example, this user has access as a District Liaison to Hillandale Public Schools.

Repeat as needed to remove other roles or access to organizations.

To fully remove access, delete all security role/organization records for this user.

Ensure this is done when a staff member is no longer employed, as their access should be removed immediately.

Then, click Update User.

 

If you remove access to all organizations, a confirmation prompt will appear. 

Click Yes, remove access to proceed. The user's username will be removed from the Users list.