This article explains how District Administrators with the Frontline Insights Platform can manage user access. It details how to locate and review a user’s account, update access permissions, and send invitations to new or reactivated users.
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Access Options
To get started, you can access the Manage User Access page in one of two ways.
General Information Page
If you are currently within the user's General Information page, you can save time and click Manage Access under the "Access" section. This links you directly to the user's account within the Manage User Access page.
Side Navigation
You can alternately click Security > Others > Manage User Access from the side navigation to navigate to the Manage User Access page. Once opened, you can search for and select a specific user or manage invitations in bulk, as outlined below.
Manually Send an Invitation
From the Manage User Access page, use the filters or search functionality to locate a user. Once located, you send an invite from one of two places.
User Selection: Security Access Details
Select a user's name. This will direct you to the person's security access details.
Any new users or reactivated users will have "No Access" or "No Account" listed beneath the "Account Status" column and will require an email invitation to access the application.
Click Send Invitation beside the status to prompt the user to sign in or create a new Frontline ID account.
The system confirms your selection and marks the account status as "Invitation Sent."
User Actions Dropdown
You can also send an invite directly from the Manage User Access page. Locate the user and click the Actions dropdown to the right of that user's name. Then, click Send Account Invitation.
A confirmation message will appear. Click Send Invitation to confirm.
Send Invitations in Bulk
Bulk actions are also provided to an organization to send out invitations en masse. This includes:
Auto Invite
New organizations can enable the Auto Invite option at the top of the Manage User Access page to automatically send out account invitations once Administrators add new users to the system.
Bulk Actions
Administrators can alternately use filters to narrow results on the Manage User Access page and click the checkbox beside the desired users' names to perform an invite in bulk.
Once users are selected, click the Bulk Change Users dropdown and select Send Account Invitation.
A confirmation message will appear. Click Send Invitations to confirm.
The user then receives an invite and must make the proper selections to either set up a new Frontline ID account or proceed with an existing account.