The User section of Admin Backstage is where all the following user management is done:

• User Accounts

• User Tags

• Organizational Groups

• Family Management

User Accounts

1. Click User Accounts

2. First page of User Accounts is a table of users

The headers on the table are:

• Action 

Used to edit (pencil icon) or delete (garbage can) users

• First Name

Users First Name

• Last Name

Users Last Name

• ID

Users Identification

• Status 

If the user Is Active or Inactive. Users do not need to be deleted they can be made Inactive

• User Type

There are three User Types Staff, Guest and Parent

1. There are multiple ways to filter the data in the table

1. Display (User Type)

1. Any

2. Staff

3. Guest

4. Parent

2. Who are (User Status)

1. Any

2. Active

3. Inactive

3. Filter (By data within specific fields in the users info)

1. Lastname

2. Firstname

3. Location

4. Username

4. Starts with (Begin typing to narrow table results to what is set in filter and matches at least the first three characters)

5. Click the Blue Arrow after setting the fields to Filter the table

Add, Edit or Delete a User

Users can be Added, Edited or Deleted from the User Account section.

Add/Edit a User

1. Click Add new User button

General Tab

1. Name

1. First (Required)

2. Last (Required)

3. Middle (Optional)

4. Prefix (Optional)

5. Suffix (Optional)

6. Friendly Name (Optional)

2. User Types (Required)

1. Staff

2. Guest

3. Parent

3. User is (Required)

1. Active 

2. Inactive

4. Email (Required)

5. Gender (Required)

1. Male 

2. Female

Contact Tab

1. Mailing Address (Optional)

2. Physical Address (Optional)

3. Phones (Optional)

Positions

1. Position Type (Required)

1. Staff 

2. Guest

2. Location (Required)

1. Dropdown list of school district or schools

3. Department (Optional)

1. Manually enter department

4. Position (Required)

1. Q

5. Title (Required)

1. Q

6. Grade From (Optional)

1. Minimum Grade Certified to Teach

7. Grade To (Optional)

1. Maximum Grade Certified to Teach

8. Room Number (Optional)

1. Teachers classroom Identifier

9. Work Number (Optional)

1. Teacher contact number and Extention

10. Add Position

1. Click to add updated information

2. Use to add positions to the employee (ie. high school math teacher and middle school track coach)

Account

1. Account 

1. Username

User's district email account

2. Password

Passwords should be generated at district level. We should not enter it here for security purposes.

3. Confirm Password

Same as above 

2. Account Status

1. Login Is Enabled 

Allows User Access to Mileposts

2. Locked Out

Denies User Access to Mileposts

3. Last Activity

Last time the user worked in Mileposts

4. Last Login

Last time the user logged in to Mileposts

5. Last Password Change

The last time and date that the users password was changed

6. Last Lock Out

Last time the user was locked out

7. Failed Password Attempts

The number of times a user has attempted to login and failed

8. Failed Password Window Start

Security

1. Groups

The following list is the available security groups. Users should be added to the group that they most closely belong to. Group Permissions should not be elevated unless the user needs additional permissions (ie some teachers may get elevated permissions because they are a District Test Coordinator, Assistant Principal, etc).

1. District Administrators

2. Mileposts Domain Master

3. School Social Worker

4. Teacher

5. ESL Staff

6. School Counselors

7. School Special Services 

8. Technology

9. Mileposts Domain Administrator

10. School Principal

11. School Tech Reps

12. Test Coordinators

2. Permissions

The following is the list of Permissions that can be granted individually without giving the user all the Permission in a given Group. 

1. Administer all Assessment results

2. Administer all Student Behavior Incidents

3. Administer all Student Plans

4. Become another user

5. Calendar System Access

6. Calendar System Setup

7. Create lists for District Create lists for school

8. District Program Administrator

9. Domain Setup

10. Inventory Access

11. Manage Assessment result uploads

12. Publications System Access

13. Publications System Setup

14. Reset Passwords

15. Staff Portal Access

16. System-level Reporting

17. User Management

18. View All Students in School Scope

19. View private comments

20. Workorder Admin

21. Workorder Manage Tickets for Scope

22. Workorder Setup

23. Workorder System Access

24. Workorder View Tickets for Scope

School Scope

All schools in the district are listed here. There are four levels of School Scope

1. None

The user has no access/visibility to the given school

2. Limited

The user only has access/visibility to the students in their class

3. Full Current Year

The user has access/visibility to all students in the current year but not to previous years

4. Full Historical

The user has access/visibility to all students in all previous and current years.

Audit

Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

Sync Information details the basic sync information including:

1. Sync Source

2. Syncid

3. Sync Time

Click Save from any Tab when finished

User Tags

User Tags are used to group staff members with similar characteristics. This is different from groups because groups are associated with permissions. User Tags is for people of a common type (ie math teachers, teachers with less than 3 yrs experience etc)

1. Click User Tags

2. User Tags

This table shows all current Users Tags with the following headers

1. Name

The Name of the User Tag

2. PublicKey

This is used for database purposes (no action needed)

3. Users with Tags (Button)

Click this button to see all the users associated with the User Tag

Users with Tag 

This table shows all of the current users associated with the specific User Tag. Users can be Added or Deleted here.

1. Add Tag to User(s)

1. Click Add Tag to User(s)

2. Find the user that needs to be added to the User Tag

3. The user list can be filtered by the following ways

1. Group

If the user belongs to a Group you can filter on Group

2. Show all Users (checkbox)

Checking this box shows all users

4. Adding users to a tag is accomplished by clicking the checkbox next to their name.

5. Click Save

Organizational Groups

Organizational Groups are used to group users based on their organization/school. This is different from Groups or User Tags. Groups are based on the permissions that a user is granted. User Tags are used to group users based on similar characteristics.

1. Click Organizational Groups

2. The Organizational Groups 

This table displays the current Organizational Groups with the following headers. 

1. Name

The Name of the Organizational Group

2. PublicKey

This is used for database purposes (no action needed)

3. Users in Group (Button)

Click this button to see all the users associated with the User Tag

Organizational Groups can be Added, Edited, Deleted and users can be added to Organizational Groups with the Users in Group Button

3. Add/Edit Organizational Group

4. Click Add New Organizational Group or the Pencil for editing an existing Organizational Group

1. General Tab

1. Name

Enter the Organization Name

2. Public Key

This will auto populate when the Name is created (no action needed)

3. Description

Add a Description of the Organization

2. Audit

Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

3. Click Save from any Tab

5. Delete Organizational Group

Click the garbage can to delete an Organizational Group

6. Add User to Organizational Group

7. Click Users in Group

8. This table displays all the current Users in the selectedOrganizational Group with the following headers 

1. Action

2. Firstname

3. Lastname

9. Users can be Added or deleted from Organizational Groups

Add New User(s)

10. Click Add New User(s)

1. Check the checkbox next to all users that need to be added to the selected Organizational Group

2. Click Save

11. Delete

1. Click the garbage can and confirm

Family Management

In the Family Management section Guardian List and Portal Invitation Codes can be managed

1. Click Family Management

Here there are two choices:

• Manage Guardian List

Guardian List is a table with all the parents that have access to their students Mileposts Parent Portal

• Portal Invitation Codes

Is used to generate the pass codes for parents login to the Milepost Parent Portal

Manage Guardians List

2. Click Manage Guardian List

This table has the current guardians

The Guardian list is a table showing all guardians that have access to the Mileposts Parent Portal. The table can be filtered and guardians can be added, edited or deleted. The table has the following headers:

• Action

• First Name

• Last Name

• Status

• Has Portal Access

• Number of Students

Filters

3. The table can be filtered by 

1. Last Name

2. First Name

4. Type at least three characters of the selected name

5. Click the Blue Arrow to search

Downloads

6. The list can be downloaded as an Excel file or a CSV file

Add/Edit Guardian

7. Click Add Guardian

OR

8. Click Pencil to Edit Current Guardian

A screen will open. Add or Edit the Guardian information. 

1. Information Tab

This tab is guardian information (Not Student)

1. First Name (Required)

2. Middle Name (Optional)

3. Last Name (Required)

4. Home Phone (Optional)

5. Work Phone (Optional)

6. Cell Phone (Optional)

7. Active checkbox 

This must be checked for the guardian to be active in the system.

2. Notes Tab

This area gives the user an area for notes. The note pad has the following tools:

1. Spell Check

2. Bold Text

3. Italic Test

4. Underline Text

5. Indent

6. Outdent

7. Numbered List

8. Bullet List

9. Add HyperlInk

10. Remove Hyperlink

11. Toggle Full Screen Mode

3. Contact Tab

This tab is for guardian addresses Mailing and Physical

1. Mailing Address

1. Address Line 1

2. Address Line 2

3. City

4. State

5. Zip

2. Physical Address

1. Address Line 1

2. Address Line 2

3. City

4. State

5. Zip

4. Students

This tab is a table listing all students linked to the guardians previously specified and can be used to add the guardian to specific students.

1. Add new relationship 

This adds additional students to the linked guardians

2. Details Tab

1. Select Student

Clicking the dropdown list arrow will open a list of all students in the district that can be added to this relationship

2. Relationship Type

Clicking the dropdown arrow offers several types of guardians

3. Resides with Student

Indicates that the student lives with the guardian when checked

4. Allow Contact

Indicates that contact is allowed when checked

5. Active 

Activates this students link to the guardian when checked

6. Click Add Relationship when Finished 

3. Notes Tab

1. This area give the user an area for notes. The note pad has the following tools:

1. Spell Check

2. Bold Text

3. Italk Test

4. Underline Text

5. Indent

6. Outdent

7. Numbered List

8. Bullet List

9. Add HyperlInk

10. Remove Hyperlink

11. Toggle Full Screen Mode

2. Audit Tab

Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

5. Portal Access

1. Account 

1. Username

The users district email account

2. Password

Passwords should be generated at district level. We should not enter it here for security purposes.

3. Confirm Password

Same as above 

2. Account Status

1. Locked Out

Used to lock account

2. Has Portal Access

If checked the user has access to the Mileposts Portal

3. Last Activity

Used to see last activity

4. Last Login

Used to see the users last login

5. Last Password Change

The last time and date that the users password was changed

6. Last Lock Out

Last time the user was locked out

7. Failed Password Attempts

The count of failed attempts entering password

8. Failed Password Window Start

6. Audit Tab

Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

Delete Guardian

9. Click The garbage can to delete a guardian

Headers

10. First Name

Of guardian

11. Last Name

Of guardian

12. Status

True = Active False = Inactive

13. Has Portal Access

Indicates that the guardian has access to the guardian portal if marked yes

14. Number of Students

The number of students linked to the guardian

Portal Invitation Codes

These are used to send specific guardians individual invitations to the Portal 

1. Filters

1. School

A list of all schools in the district including the district as a whole

2. Class

A list of all classes within the selected school

3. Invitation Status

1. Show All

2. Pending

3. Accepted

4. Declined

4. Filter

1. Last Name 

2. First Name

5. Starts with

Type the students name based on Last or First Name from Filter (at least 3 characters the more characters the narrower the result

6. Click the Blue Arrow to filter

2. The table can be exported as: 

1. Excel

Or 

2. CSV

3. Print Selected

Clicking the checkbox next to a record makes it possible to print the selected record

4. Table Headers

1. Student First Name

2. Student Last Name

3. Student Number

4. Invitation Code

5. Invitation Status

1. Pending

2. Accepted

3. Declined

6. Issued On

Date issued

7. Accepted On

Date Accepted

8. Code Count