Organizations with the Frontline Insights Platform will provide and manage system accessibility through a security page titled "Manage User Accounts." This page provides account details for all the users within your organization and identifies their affiliation with all your Frontline applications.
As an administrator, you can send application invites, adjust user-account details, review account statuses, and permit or deny system access, all from this page!
You must first be assigned one of three base permissions to access or manage the User Accounts page. Each district's setup will differ, but you can potentially have view-only options, the ability to invite/revoke access, or the ability to edit page details.
Once these permissions are determined, locate the "Manage User Accounts" option within the side navigation of your Frontline application and review this page in accordance with the permissions provided.
The system separates the user data into multiple categories that include "User," "Account Details," "Your Application" (i.e. Absence Management, Applicant Tracking, etc.), and "Actions." It also includes several filter options and a search bar at the top of the page.
- User: Indicates a user's recorded name in the system.
- Account Details: Identifies whether the user has a Frontline account and if so, lists the username and email associated with those credentials. (This allows you to assist others in the event of a password reset.)
- Application: Includes a comprehensive list of all the applications affiliated with your organization/district and includes a blank field (if the user is not set up in that application), an "X" (if the user is set up but has no access and is inactive), or a green "check" (if the user is active and has access).
- Actions: Includes options to edit an application's access, reset a user's password, revoke access to your organization, etc.
Inviting a User
To provide access to a specific application, click Send account invitation beside a user who requires access.
Once sent, the system will mark the account status as "invitation sent" and will upgrade to "Has Frontline account" once they complete the instructions in the email invitation.
Take note, you can also perform a specific action in bulk by first selecting the checkbox next to the "User" column and then clicking the Bulk Actions dropdown.
Providing an Email Address
Some users may not have an email address affiliated with their account, and the system identifies these instances with a red envelope.
If you attempt to send an invite, the system will first require that you provide an email address within the applicable application.
Managing User Access
You can select the dropdown within the "Actions" column to manage a user's application access.
Take note, the options will differ between a user who has a Frontline account, a user who has not yet been sent an invitation, and a user who has been sent an invitation but has not yet set up a Frontline account. Each instance will provide dropdown options applicable to that scenario.