**This article is only for a manually rostered users. Users who are synced via Clever or Classlink will need to be added/removed via their SIS and synced with Clever/Classlink.**
Accessing Your Manage Users Menu
From the left side of your screen, click on the 'Manage users' button that is located under the 'District admin' dropdown menu.
The Manager Users Page
On this page, the district administrator can view users by their 1. status, 2. school/building, 3. by user role, or by 4. user name.
Sort by Status
You can search your users by their current status with Satchel Pulse. The meanings of hear status are:
Active: User has taken a Climate survey within the last 30 days.
Inactive: Users have not taken a Climate survey within the last 30 days.
Deactivated: Any users that no longer receive a Climate survey within the district.
Pending: Any user who have not accepted their invitation to join Satchel Pulse and the district.
All: All users, regardless of their current status.
Sort by School/Building
You can search or scroll through the list of schools/buildings that are located within your district.
Sort by User Role in Satchel Pulse
There are five different roles that can be assigned to a user in Satchel Pulse. Those role are:
Account Owner: Only account owners can access billing information, change plans, or view previous invoices.
Administrator: Administrators are instantly applied to all groups. They can chose to take the survey and/or see the results of all groups. Also they have full access to add, edit and delete groups.
Senior Leadership Team: Senior leadership team, they are instantly applied to all groups. They can chose to take the survey and/or see the results of all groups in the school dashboard page.
Certified Employee: Certified employees can participate in surveys sent to all groups that they are associated with.
Classified Employee: Classified employees can participate in surveys sent to all groups that they are associated with.
Search by Name
You can search for a user by their name.
Managing Your Users
As a district administrator, you have accessibility to a few different ways to manage your users. You will have the most access under the 'Inactive' dropdown menu.
From the 'Manage users' menu, you can:
Transferring Users
There may be a time when you need to transfer a staff member to a different building with in their district. Click on the 'Transfer users' tab under the 'Admin menu' and select the school you are transferring the staff members to.
Search for and select which staff members you want to transfer to the selected new location.
Accidentally select the wrong staff member? No worries, click the red trash can to remove them from being transferred.
Transferring a user that needs administrative access to the school/building's location? Select the 'Make admin' check box before you transfer the staff members.
After you are done selecting the staff members you want to transfer, press the blue 'Transfer' button.
Confirm that you want to transfer these staff members to a new building.
After the transfer is complete, you will see a yellow banner!
Deactivate User
If a member of your staff is no longer there or no longer needs to receive the Climate survey, you can deactivate that user.
First, select the users you want to deactivate and then click the red 'Deactivate user' button to deactivate the selected users.
If you are sure, click the red 'Deactivate user' button and then 'OK.'
Deactivate the wrong user/users or did a staff member return? You can simply reactivate those users under the 'Manage user' menu, just like you deactivated them.
Select the list of deactivated users within your district.
From here, you can either reactivate the deactivated user or remove them completely from your roster. If you remove them completely, they will need to be manually uploaded again.
Send a Survey Reminder
You can send users a reminder to take their survey by first, selecting the user you intend to send a reminder to and then click the white 'Survey reminder' button.
*Users who haven't take the survey will automatically receive a weekly reminder to take the survey.
Edit a User's Profile
As a District Administrator, you have access to edit a user's profile and change a user's access permissions. You can access the user profile by selecting the 'Edit' link to the right of a user's name.
From here, you can change any user information under their profile page. Make sure to click the blue 'Save my changes' button to update any changes you made.
You can change a user's account permissions from the user profile page. You can also add additional schools under the permissions page.
Click the button 'User Role Definitions' to follow a link to an article that explains what each Satchel Pulse user roles means and who they usually apply to.
You have successfully learned how to manage your users within Satchel Pulse. If you require additional assistance, please reach our to our Customer Experience team at support@satchelpulse.com.