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  NYSCAA Members Area Help
 
  General
    Who can access the members area?
    Why does my dashboard look different than my co-workers?
    Why don't I get access to areas that my co-workers can?
  User Management
    How do I add a user?
    How do I remove a user?
    How do I change what areas a user may access?
  User Functions
    When I click on History, it says no history found. Why?
    How do I change my password?
    How do I recover my username and password?
    How do I change my email address or other information?
  Agency Admin Functions
    What does the members pending message mean?
  What features are currently being created for the members area?
  How do I ...
    Use the HTML Editing tool?
   
     
  General top
    Who can access the members area?
      All employees of agencies which are NYSCAA full members have some access to the members areas. Based on access levels determined by the agencies' director, some employees have access to more/different areas.  
       
    Are their different levels of access?  
      The look of your Dashboard, and access to different areas of the Members Area, is dependant upon your access level. There are several different levels of access to the Members Area. One example of this, is AgencyAdmin level users, will have choices on their Dashboard related to managing the agencies' data such as agency name and address. A normal level user will not have these options. By default, the CEO/ED of each agency has been granted the most access.  
   
  User Management top
    How do I add a new user?
     

In order to allow a new employee access to the members area, they must be created as a user, and then given access to the different areas. To accomplish this, please follow these steps:

  • Log in as a user who has administrative access in your agency.
  • Click on "Users" under Agency on the Member Dashboard ( Why don't I have a Users selection on my dashboard? )
  • Click on "Add a new user" near the upper left.
  • Fill in the information on the new page.
  • Click on Add.
 
    How do I remove a user?  
     

Removing a user has two options. Option one is a user who is no longer with the agency. They should be removed from dropdown lists in registration, etc, but must remain in the database for counts of historical attendance, etc. They are therefore made 'inactive'. Option two is they are still a current employee, but you do not want them to have access to this area. Changing their access will allow them to still register for trainings and events, but not use the members area.

  • Log in as a user with AgencyAdmin Rights.
  • Click on Users under Agency.
  • Find that user.
  • Edit ( left side ).
  • Change the access level ( about half way down ) to No.
  • Click Next.
  • Set None for Access Level ( this step is optional as they are now inactive ).
  • Click Update.
 
    How do I change what areas a user may access?  
     

Removing a user has two options. Option one is a user who is no longer with the agency. They should be removed from dropdown lists in registration, etc, but must remain in the database for counts of historical attendance, etc. They are therefore made 'inactive'. Option two is they are still a current employee, but you do not want them to have access to this area. Changing their access will allow them to still register for trainings and events, but not use the members area.

  • Log in as a user with AgencyAdmin Rights.
  • Click on Users under Agency.
  • Find that user.
  • Edit ( left side ).
  • Click Next .
  • Set the new selections for Access Level.
  • Click Update .
 
  User Functions top  
    When I click on History, it says no history found. Why?  
      The history page will show what events and trainings you have registered for with NYSCAA since January, 2005. If you have registered for events, and you history shows blank, the most common cause is over time there has been more than one record created for you. If you feel this is the case, please contact us so we can resolve this issue for you.  
       
    How do I change my password?  
     
  • Click on Profile under Users.
  • Click on edit my profile.
  • Click on Change my password
  • Enter your new password
  • Click on Change Password
 
    How do I recover my username and password?  
      In the event you cannot log in and are unsure of your username and password , you can click the link for ' If you have forgotten your username or password, click here.' on the log in page. You will be prompted to enter the email address we have on file for you. Then click Send My Password. You should receive an email with your information within a few minutes.
If you are unsuccessful in recovering your log in information this way, please contact us for assistance.
 
       
    How do I change my email address or other information?  
     
  • Click on Profile under Users.
  • Click on edit my profile.
  • Make changes as desired.
  • Click on Update Profile.
 
  Agency Admin Functions top  
    What does the members pending message mean?  
     

When a person registers for a NYSCAA event or training, they are prompted to locate their existing record from previous registrations. If they have not registered before, they are allowed to create themselves as new users in your agency. At this time they are assigned an access level of 'pending'. This level will not permit them to access the members area until an AgencyAdmin level user changes their access to at least Normal. The message indicates the number of users your agency currently has pending.
For directions on how to update these members, click here.

 
  How Do I ... ? top  
    Use the HTML Editing tool?  
     

Probably the most important feature to note on this field is the tabs at the bottom of the field labeled 'Design' and 'HTML'. Most users will use only the 'Design' tab. This tab allows you to type in an interface which is very familiar to most users, and create 'WYSIWYG' (What you see is what you get) HTML, the language of the internet. The system then saves your input in the format the internet needs to be able to create webpages. You will notice that HTML has significant formatting limitations when compared to even standard word processing programs such as MS Word. While there are ways to achieve much better levels of formatting, they are beyond the scope of what is needed in this system.
The second tab is the HTML tab, where you may type in raw HTML, or paste it in from an HTML Editor if you already use one.

 
  What features are currently being created for the members area? top
  • Multiple user management - this will allow AgencyAdmins to perform the same change to multiple users at once.
  • Grant listings - listings of grants NYSCAA has researched for the members.
  • EITC resources - resources around the EITC grant
 
         
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