Administration
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      1. Independent Centers
      2. Administration

      Manage Users

      Table of Contents

      In This Article

      Add Users

      1. From the menu to the left, click Administration.

      2. Click User Permissions. The User Permissions page opens.

      3. Click Add User. The Add User pop-up opens.

      4. Enter the user's first name, last name, and email address. The email address is optional.

      5. Select a role for the user.

      6. Click Add User. The User Added message displays.

      7. Set a password for the user.

        • If you provided an email address, click Email User Instructions to send the user an email containing instructions for accessing their account.

        • If you did not provide an email address, enter a password for the user and click Set Password.

       

      Set User Permissions

      User permissions and user roles allow you to control who on your staff can access certain information. KidKare comes with a standard set of user roles that include the following: 

        • Director

        • Administrator

        • Teacher

        • Nutrition

      Each user role is a combination of certain permissions settings that you can customize. If you customize one of the existing user roles, the word -Custom is added to the end of the role to designate that you have edited the permissions for that role. For example, if you customize the permissions for the Teacher role, the role becomes Teacher - Custom. You can also add new user roles that you can then assign to new and existing users.

      Adding New User Roles

      1. From the menu to the left, click Administration.

      2. Click User Permissions. The User Permissions page opens.

      3. Click Add Role in the top right corner.

      4. Click the Role Name box and enter the name of the role you are adding.

      5. Click Save. The role is added to the displayed table. All permissions for the new role are set to No by default.

      You can edit the role name at any time. To do so, click the pencil icon next to the role to change.

      Edit Roles

      1. From the menu to the left, click Administration.

      2. Select User Permissions.

      3. Click the Roles & Permissions tab.

      4. Scroll down to find the role you need to edit permissions for.  Click the on the right side to expand the permission settings for the role.

      5. Make adjustments to the role permissions by toggling permissions to Yes or No based on the changes needed.

      6. Once adjustments have been made, they will automatically save for all future center staff that get assigned this role. 

      7. In order to apply the permissions updated to all staff that are currently assigned this role, click the  button the the right of the User Roles drop down.

      8. A confirmation pop up appears.  Click Yes.

       

      Customizing User Roles

      1. From the menu to the left, click Administration.

      2. Click User Permissions. The User Permissions page opens.

      3. Click the Roles & Permissions tab. The standard roles and their permissions display. All roles are expanded by default, but you can click Collapse (v) to collapse them and click Expand (^) to expand them again.

        • Each set of permissions is divided into the following categories:

          • Center Administration

          • Food Program & Purchases

          • Reporting

      4. Click the Switch next to each permission to enable or disable in each category. Your changes are saved automatically.

       

      Updating User Information

      Once you add users, edit their profiles to change or customize their user permissions, enter contact information, enter demographic information, and so on.

      1. From the menu to the left, click Administration.

      2. Click User Permissions. The User Permissions page opens to the Users tab by default.

      3. Locate the user to change. Click Filters to the top-left to filter the user list by status and sort by first or last name.

      4. Click  next to the user to edit. The User Details page opens.

      5. Click each box and enter new information over the existing information.

      6. In the User Permissions section, use the sliders to add and remove permissions. You can also click Reset Permissions in the System Access section to set the user's permissions to the default for their assigned role.

      7. When finished, click Save.

       

      Removing Users

      To remove a user, you must set a termination date on the User Details page. Once this date is reached, the user account is automatically disabled. Disabled accounts are prevented from logging in to KidKare.

      1. In the Users tab, click  next to the user to remove. The User Details page opens.

      2. In the Demographics section, click the Termination Date box and enter the date of termination.

      3. Click Save.

      To reinstate user accounts, return to the user profile and clear the Termination Date box.

       

      Reset User Passwords

      While you can reset user passwords, you cannot see any permanent passwords.  Instead, you can either send a system-generated email to the user's email address, or you can set a temporary password and provide it to the user.

      1. From the menu to the left, click Administration.

      2. Click User Permissions. The User Permissions page opens to the Users tab by default.

      3. Click  next to the user to edit.

      4. In the System Access section, click Click to Reset.

        • If there is an email address saved to the user profile, an automated email containing instructions on resetting their password is sent to the user.

        • If there is no email saved to the user profile, enter a temporary password for the user. Then, click Save (checkmark icon). You must provide the password to the user. It can only be used once, so the user must reset their password upon login.