This article guides district administrators on helping their community manage account profiles and notification preferences in Messages XR Enterprise, including verifying account setup, signing in as a user, and sharing family-facing resources.
💡Quick answers
- Where do I verify that user accounts are properly set up? Go to the Accounts tab to browse user data, or use Reports to pull a report segmented by role.
- Signing in as a specific user to manage their account on their behalf? Use the Sign In As feature from the admin interface to view the platform from that user's perspective and update their settings directly.
- Do all users need an account before they can manage their own preferences? Yes, users must have an account created and configured before they can log in and manage their own profile and notifications.
- Are there help articles I can share directly with families and teachers? Yes, role-specific articles such as "Log in to Messages XR Enterprise," "Families: Manage your account profile and preferences," and the delivery status levels articles are written for community members.
- How can I help a family member who is unable to manage their own preferences? Sign in as that user to access and update their delivery preferences, notification subscriptions, and profile details on their behalf.
Step 1: Confirm accounts of users
In order to allow users to manage their own account preferences, subscriptions, and notifications, each user must have an account that is created and set up.Â
First, it's important to understand which Roles you have and the capabilities of each, which you can find in the Roles and Permissions Table.Â
- Most likely, their data was set up during implementation.
- Not sure? Go to the Accounts tab where you can view and browse your data.Â
- Another great option is to go to Reports and pull a report segmenting specific roles. Learn more in the article, "Manage and view Accounts reports."
Step 2: Try it out yourself
The way your users will log in will look a bit different than the way that admin users log in to the Messages XR Enterprise platform. Before you instruct your community how to do this, it will help you to put yourselves in their shoes.
Sign in as a user
For example, Sign in as a user to gain a valuable perspective of how each of your roles may see their platform. You can even do this so that you can manage their account preferences on their behalf.Â
Learn more about what you can do in a user's profile in the section of the article called, "Configure a user's settings."
Step 3: Share these resources with your community
Here are some help articles written specifically to meet the needs of your community. Click below to check them out before you send.Â