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This information is a part of Manage Reporting Groups.


Users are the account holders of the system, and all user accounts are assigned to at least one organization. Assigning users to reporting groups provides them the ability to see students reports within that group.

You can use one of the following options to assign users to reporting groups:

  • Assign Users to Reporting Groups
  • User Reporting Group Import

Option - Assign Users to Reporting Groups 

  1. From Reports > Reporting Groups, search to find reporting group(s), or click the down arrow next to the Search button and select Show all results. Select the group(s), to assign users.

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  2. Open the task list and select Assign Users to Reporting Groups. Click Start.

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  3. To assign a selected user to multiple groups, select the groups and enter text in Authorized Users to begin searching for the users. Select a user and click Assign to selected reporting groups. Click Save.

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    • To assign a user to a group, select the group and enter text in Authorized Users to begin searching for the users. Select a user and click Save.

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    • To remove a previously assigned user from a group, click the X next to the user name and click Save.

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Option - User Reporting Group Import 

To add or remove users from reporting groups using file import, follow these steps: 

  1. From Setup > Import / Export Data, select User Reporting Group Import file. 

  2. Click Process

Related Information

To learn more about user accounts, see Manage Users.


 

 

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