The Modify User Screen

Modified on Wed, Jan 28 at 7:50 AM

TABLE OF CONTENTS

Fields
FAQ

To locate/update a logon ID, go to Setup>Security>Users, search for a logon ID, and click into it.

That will bring you to the Modify User screen for that specific logon ID.

On this screen, you can make various changes/modifications.

You can assign a staff ID to the logon ID.
Enable/disable a specific user's logon ID
Reset a user's password
Pull up their specific audit information (Security Events)
Update their name, email address, default screens, MFA, SSO etc.
Add/delete/change the roles assigned to their logon ID
Set the "data visibility" to limit which groups of students a user can search/access
Set their "Report Scheduling" options

Fields

Option	Notes
Logon ID	The ID used to log in to Genesis.
Display	If filled in, this value will show as display name when a user receives an email from the user (e.g. If Display Name is set to John Smith, then email will show in inbox as 'John Smith ' rather than just 'jsmith@edu.com')
Last Name / First Name	User's First Name / Last Name
Description
Tabs	The number of module tabs that appear at the top of the screen before requiring the user to click on Next or Previous tab buttons.
Email	User's email address
Email 2
Location	This is the screen that a user gets upon first logging in to Genesis
PDA Home	This is the home screen in the PDA module that a user is automatically sent to after logging in with a mobile device.
School	The User's default school in Genesis
Student Tab	This is the default tab that is selected from the Student Data>Student List screen.
Do not push subscriptions based on Subscription Plans to this user in the GenSubscription Task	If checked, subscriptions based on Subscription Plans will NOT be automatically pushed to this user in the nightly GenSubscription Task.
Notes	Internal notes about the account
Account Status Options
Enabled	Check this to enable the account. Uncheck it to disable the account.
Enabled On	Set a date to enable the account
Auto Logout	Number of seconds of inactivity before Genesis automatically logs the user out. The default value of 3600 seconds is used if the field is blank. Note: System-wide setting can be set via Setup>Security>Policy.
Expires
Account stays logged in through Server Restart	This setting is best used for kiosks that are used everyday.
Allow URL Login	Must also be enabled on Setup>Districts>Master District Parameters>Basic Params
Authentication Settings
Authentication Type
Password Last Changed
MFA Provider	Multi-Factor Authentication providers are configured on the Setup.Security.Single Sign-on / MFA screen. NOTE: Genesis MFA will only be activated after using the self setup process on the User Options screen.
Require Genesis MFA on Account
Can only log in from IPv4 Set
Password Management
Password must change every X Days
Force password change on next logon
Require emailed one time password from new locations
Send email for failed passwords and successful logon attempts	The Email field must be filled in for this feature to work
Security Events	Download a PDF or Excel file of all the security events (such as logons, bad passwords) for the Logon ID.
Data Visibility Settings
Audit tool tips on most screens	Allow users to see popup audit dialog boxes that will show who or what task created or last updated the data. The audit popup also has a link to the data dictionary.
Show State Ids for all other teachers assigned to this logon in padlock screen
Disable Searching for students NOT in Staff's	Homeroom, Classroom, Static Lists, Dynamic Lists, Counselor Group, Case Manager Group, Coach/Club Advisor
Report Scheduling Options
Advanced Scheduling Options
FTP or SFTP Reports
Save reports to file on server
Export to Student Documents
Google Integration Settings
Google Email Address
Force Google SSO
Roles
Add	To add a new role to the logon ID, click "Add," search for the role, check it off, and click "Add" once more. This grants access to all the securable locations listed in the role.
Copy Roles From	If there is another user that you simply want to copy all the roles from, you can use the "Copy Roles From" button, select the user, and click "Copy."
Staff Assigned
Add Departments
Add Individual Staff	Add the Staff ID to the User's Logon ID with the "Add Individual Staff" button. This ties to the two together within Genesis.
Represents User	Check off the Staff ID listed that represents the user.

FAQ

How do I set up Two-Factor Genesis SIS MFA?

Please review this article.

How do I add a new role to a user?

You go to the Setup>Security>Users and perform a search. Once the logon ID you need appears, click into it.

From there, locate the "Roles" area in the bottom left. You can then add and remove Roles as needed. There is an "Add" button to add new ones.

After you click the "Add" button, a pop up will appear that will allow you to search for the Role you want to add.

Note: If you are not familiar with the Roles and what access they contain - you can review them via Setup>Security>Roles.

How do I set them as "Represents User"?

You go to the Setup>Security>Users and perform a search. Once the logon ID you need appears, click into it.

From there, locate the "Staff Assigned" area. If no staff ID is added, first click "Add Individual Staff" and search for their name and add it in.

After it's added, you can check off the "Represents User" box next to the name.

How do I reset their password?

You go to the Setup>Security>Users and perform a search. Once the logon ID you need appears, click into it.

You can click the "Set Password" button to enter a manual password for them.

Note: If you want the user to then be forced to change and select their own password after logging in, also check off the "Force password change on next logon" and save.