Each user in AS21, OSTT, and STT 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, enter the new user’s first name, last name, and email address. The email address is what users will use to access the system and to where an email to complete their user registration will be sent, so make sure it is accurate. 

If you are using the Single-Sign-on integration, and this user has credentials from your organization (e.g. they are a school district employee), choose "No" for the Enable Basic Authentication option. These users will not have to enter a password to access the system as their authorization is passed to the Transact system from the District.

If your organization is not using the Single-Sign-on integration, OR if this user does not have credentials from your organization (e.g. they are staff from a partner organization), choose "Yes" for the Enable Basic Authentication option.  These users will be required to enter a password to enter the system.  

From the dropdown menus, choose the appropriate Security Role and Organization(s) that the user can access with this security role.

 

Users should be granted access to the smallest entity they need. For example, if a user requires access to two sites, give them access to one site. Then, grant access to the other school using the +Add Another Access link. The user should not be granted access to the entire district (and thus all sites in it) if they do not need to see student data from other school sites.

 

Click Save User.

Basic Authentication (non-SSO) users will receive an email with a "Complete Registration" link to set their password. A new user cannot access the system until they set up a secure password.

SSO users will receive an email with a link to the system website. They may have to validate some District system credentials (login and password) before being passed over to the system for the automatic login. Typically, this process is seamless, but if you experience difficulties in this part of the login process, contact your District IT staff, not the TransACT support team.

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 triggers a message window, as shown below. Clicking the Reset Password button will send an email with a reset link to the user. The user will also be prompted to reset their password the next time they attempt to sign into the system.

SSO users do not have a key icon next to their name because their credentials are managed through the Single Sign-On management system.

Removing Access for a User

Click - Delete on the Access Information screen to revoke a user's access for the selected security role/organization. In the example below, this user would have access as a Program Administrator to the Hillandale Public Schools organization.

Repeat this as needed to remove other roles or access to other organizations for which they should no longer have access. 

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

Then, click Update User.