Overview

This KB describes how to navigate the Staff Management feature in the Scholar Admin. This feature is where you will be when you need to assign new Users to Groups or edit Groups that an existing User belongs to in Scholar Admin.

In order to edit user settings in Staff Management, you must have the staff permissions of Scholar Administrators: ISSS Administrators' permission.

For more information on creating a new Group or User, review the following articles: ISSS Scholar: Adding Groups and ISSS Scholar: Adding Users

• Adding Users to New Groups
• Updating Users in a Group
• Updating Groups of a User
• Quick Guide

Adding Users to New Groups

Create the Departments by going to Configuration > Staff Management and selecting the Groups radio button.

1. Click Add Group.
2. Enter the group name (for example, Department of Chemistry). If you are using the Import tool, the department names must be listed exactly as listed on the excel document. Note: Group names are not editable after they have been created.
3. Click Add.
4. On the Permissions screen, you can assign existing staff to this group by searching by their name in the Add User field.  You can also assign the department’s Department Administrator permission from here as well.

5. Adding staff members to a department will generate a New Account Creation Email. You can find a copy of this email in Maintenance > Sent Mail. If the user needs their password reset, do so by going to the department login page and click on “Forgot your password?”

Updating Users in a Group

After Groups have been created, you may have to edit to add and/or remove Users from the Group.

1. Go to Configuration > Staff Management, and select the Group radio button.
2. Click on the pencil icon of the Group that you want to add/remove Users from.

3. This will direct you to the Permissions: Edit User Group page.
4. To add users, click on the Add User field and search for the name of the user that you would like to add.
5. To remove users from the group, click on the X button located in the Actions column.
6. Click Update.

Updating Groups of a User

You can also manage the Groups a User belongs to as well through Scholar Admin > Staff Management and selecting the Users radio button. 

1. Go to Configuration > Staff Management and select the Users radio button.
2. Click on the pencil icon in the Action column.

3. Assign users to additional departments by clicking the new department in the Assign To: field.
4. To remove a department from a user, click on the X button under the Action column in the list of Departments located at the bottom of their profile.
5. Click Update.

Quick Guide

Adding Users to New Groups

1. Click Add Group.
2. Enter the group name. If you are using the Import tool, the department names must be listed exactly as listed on the excel document. Note: Group names are uneditable after they have been created.
3. Click Add.
4. On the Permissions screen, assign existing staff to this group by searching by their name in the Add User field.  You can also assign the department’s Department Administrator permission.
5. Adding staff members to a department will generate a New Account Creation Email. 

Updating Users in a Group

1. Go to Configuration > Staff Management, and select the Group radio button.
2. Click on the pencil icon of the Group that you want to add/remove Users from.
3. This will direct you to the Permissions: Edit User Group page.
4. To add users, click on the Add User field and search for the name of the user that you would like to add.
5. To remove users from the group, click on the X button located in the Actions column.
6. Click Update.

Updating Groups of a User

1. Go to Configuration > Staff Management and select the Users radio button.
2. Click on the pencil icon in the Action column.
3. Assign users to additional departments by clicking the new department in the Assign To: field.
4. To remove a department from a user, click on the X button under the Action column in the list of Departments located at the bottom of their profile.
5. Click Update.