General Settings — Link Accounts Tab

TraCorp LMS Quick Reference Guide (QRG)

Audience: Main Admin, Sub Admin

Overview

This QRG explains the Link Accounts functionality. Link Accounts allows linking a student account to an administrator account for single sign-on access.

Enabled Permissions Required to Complete the Following Steps

• General Settings >  Link Account

  Note: Sub Admin without access to complete these steps should review Permissions with a Main Admin. User Group Admins do not have permission to access General Settings.

Create an Account Link 

1. From Admin Navigation, click General Settings.
2. Click the Link Accounts tab.
3. Click Create an Account Link.
4. Click Link User.
5. Click the user record to select the student.
6. Click Select User.
7. Click Yes.
8. Click Link an Administrator.
9. Click the user record to select the administrator.
10. Click Select User.
11. Click Yes.
12. Click OK.
13. Click Link the accounts.
14. Click Save Settings.
15. Click OK.

Remove an Account Link 

1. From Admin Navigation, click General Settings.
2. Click the Link Accounts tab.
3. Double-click a user in the list.
4. Click Yes.
5. Click Save Settings.
6. Click OK.

Switch from Admin to Student Account

1.        Click My Student in the navigation bar of the Admin Portal.

Switch from Student to Admin Account

1.        Click profile name in the upper right-hand side of the Student Dashboard.

2.       Click My Admin in the drop-down menu.

Best Practices

Linked Account can also be viewed in the Users tab in the Admin Navigation menu. Select the Username from the list and click Edit. It will display which account the User’s profile is linked to and allow you to remove the link from the User Information.