How do I share a student with a local user?

  • “(Case Manager)” will appear next to your name. Do not remove your “Edit Access”.
  • Clicking on the link to a users name will display a staff profile information box. Their name, title, location, phone, fax and email information from their profile will be shown.
  1. From the “Main Menu” click on “Students”.
  2. Click the student's name.
  3. On the “Form Menu” click the “Sharing/Transfer” button or “Student sharing” from the “Go to…” menu in the top right.
  4. You will be taken to a page showing users with access to that student and other users which are available.
  5. Click on the “Select a User” drop down box.
  6. Select a category or “View All” to show a listing of available users.
  7. Select the desired user by clicking the “Share” button next to that user's name.
  8. The user's name will then appear in the list on the right.
  9. If this user should be able to edit the forms, click the “Edit ” check box. If the box is not checked, the user will have “read only” access.
  10. If this user should be able to access MA information for this student, click the “MA” check box.
  11. To remove a user from the list, click the “Unshare” button to the left of that user's name.
share_student_with_user.txt · Last modified: 2021/03/03 11:36 by
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