General Settings — Link Accounts Tab Quick Reference Guide

Audience: Main Admin, Sub Admin

Overview

Allows linking a student account to an administrator account so the individual has a single sign on.

Enabled Permissions Required to Complete the Following Steps

• General Settings: Link Account

Note: User Group Admins do not have permission to access General Settings.

Steps to 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.

Steps to 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.

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.