Find answers fast: Ask a question, search for keywords, or explore articles below.
Search
How to Add Users
If your organization uses a Single Sign-On (SSO) integration, user access and management will depend on that SSO integration. This integration eliminates the need for users to enter a password, but they must still have a user account set up.
If your organization does not use a Single Sign-On (SSO) integration, all user settings, including password maintenance, will be managed within AS21, OSTT, or SST.
If you are not an Administrator, you may not have access to manage users.
To manage users, click the Settings tab in the left-hand navigation menu.
In the Settings menu, click Users.
Menu options may vary based on role.
This opens the Users list. The existing users' Names, Emails, and Last Sign In dates are visible. Clicking on a heading will sort the list by that heading. To quickly find a user, you can type in part of their name or email and the list will be filtered down to match your criteria.
Adding a New User
Click the Add User + button on the Users page to create a new user.
On the Add User - Account Information screen, input the new user's first name, last name, and email. The email will be used for system access and registration, so ensure it's correct.
If using Single Sign-On and the user has organizational credentials (e.g., a school district employee), select "No" for Enable Basic Authentication. They won't need a password, as authorization comes from the SSO system.
If your organization is not using Single Sign-on, or if the user lacks credentials (e.g., they are from a partner organization), select "Yes" for Enable Basic Authentication. These users will need a password to access the system.
Click Next Step.
Select the appropriate Security Role and Organization(s) for user access.
Grant users access only to what they need. For instance, if a user needs access to two sites, first give them access to one, then use the +Add Another Accesslink for the other site. Avoid granting access to the entire district if it's not necessary.
Click Save User.
Basic Authentication users will get an email with a "Complete Registration" link to set their password. New users must set a secure password to access the system.
SSO users will receive an email with a link to the system. They may need to verify some credentials before automatic login. If issues arise, contact your IT staff, not Pathwise support, as they cannot access your SSO system.
Edit an Existing User
To edit an existing user, click on the pencil icon to the right of their name.
On the Edit User - Account Information screen, adjust the last or first name information if needed.
Click Next Step when changes have been made.
If a user's email address changes, a new user account must be created with the new email address; user email addresses cannot be edited.
Administrators can also adjust a user's Access Information. Click Update User to save any changes.