User Profile (Core View)
To access a user profile from Core, select People finder. Then enter and select the name of the individual you want to work with. The selected individual's profile page appears.
Access
View site permissions, roles, login information, content editor access, and pushpage editor access. Manage enrollment and transfer/sending school information for students.
See Access.
Schedule
A platform manager can edit a student or staff member's homeroom and scheduling availability by department, as well as view the user's schedule.
For more information, see User scheduling settings.
Groups (and enrollments)
A platform manager can view information about a user's involvement in academics, activities, athletics, advisory, community, course enrollment, dorms, activity groups.
If the user is a leader, rather than just a member, of a community group then a Leader indicator appears next to the group's name under Community.
To view information for previous or past years, select the academic year.
Tip: From the list of community groups for a user, you can select a group to quickly access the group’s page and view the group’s bulletin board. If an employee leaves your school, we recommend you use this list of community groups to access each group’s page, notify the group leaders, and remove the employee from groups when appropriate. Remember, past employees are not automatically removed from community groups when you withdraw the user from a current employee role.
Settings
A platform manager can edit the user's settings, without impersonating the user. For example:
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Privacy settings - change how the user appears in the school directory and what information is displayed to others.
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Notification settings - adjust which emails and texts the user receives
Files & forms
A platform manager can view information about the user's files and school forms. From here you can view status information, such as completed or pending, and print forms and files.
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For information about creating forms, see School forms.
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For information managing user files, see User files.
Note: For security purposes, some information (such as medical data) may not appear.
Any files shared from Files and Forms under Admissions Setup from the Enrollment management product will also appear here. For more information, see Files and Forms.
Contact card
View, edit or delete information included on a user's contact card. For more information, see Contact card.
Information you manage from the contact card includes
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Name
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Birth date
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Marital status
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Religion
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Digital info (including email address and online presence for social media and web conferencing)
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Citizenship, races, ethnicity, and language
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Business and education information
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Tip: A manager can print emergency contacts in bulk, such as to take on a field trip. From Core, select Analysis, Reports, and then search for "emergency" reports. See Reports for information about how to run a report.
User ID
The User ID appears in the header at the top of each user's profile page.
User IDs are generated automatically by the system. Each User ID is a unique string of characters (numbers and letters) for each user. When users take action or when information is stored on a user's behalf, the data is tracked using their User ID.
Even when users have similar names, their User IDs are different.
Users who login will also have a unique username for their Blackbaud ID account. Usernames for Blackbaud ID are email addresses which are for authentication.
Tip: When you impersonate someone, your user ID (rather than the user ID of the person you impersonated) is used to track your actions.
Host ID
For some integrations, you might use the Host ID to map a User ID in another database to the user in Blackbaud's School Management Solutions.
The Host ID appears in the header at the top of the user's profile page.
To Edit the Host ID select the Edit icon (pencil) after the Host ID.
Profile notices
Schools use profile notices to alert staff and faculty to sensitive information about students.
For example, "May bring child to class due to lack of childcare."
View and acknowledge profile changes
Platform managers and contact card managers should regularly acknowledge data changes made to user profiles. For instructions, see profile changes.
Impersonate user
Platform managers can impersonate other users to view Blackbaud Education Management as though they were that user. Impersonation also enables platform managers to save changes and to take action on another user's behalf.
For details, including limitations, see impersonate user.
View as user
Schools can enable some employees to view Blackbaud Education Management as though they were a specific student or advisee. Use "view as" to help troubleshoot or demonstrate functions and content as seen by students or advisees.
To see a student's viewpoint (view only), see view as user.
Unlike impersonation, users can't save changes or take action on the student's behalf. "View as" is view only.