Manually Adding Users (Individually)

Users can be added to the system individually from the “Users” screen in Flex. When adding users individually, the user will be able to log into Flex by using an assigned “manual” password or through Google or O365 single sign-on (SSO).

There is a security feature in Flex that requires users to utilize a valid email address when logging in. You can read more here. Users will be required to validate their email address when logging into the system “manually” using a password assigned in Flex. (This does not apply to those using a single sign-on method such as Google, O365, ClassLink, or Clever.)

Password Guidelines

The following guidelines apply when designating a Flex password for a manually-authenticated user.

• Passwords must have a minimum of 8 characters and a maximum of 64.
• Passwords should contain a mix of upper and lower case letters, numbers, and at least one special character.
• Please avoid common words as a part of your password.

Steps to Add an Individual User

In order to add a user individually, please navigate to “My School Settings” > “Users” and do the following:

1. Click “Add User”.
2. Complete the fields as follows (screenshots are shown below):
   1. Role: Select desired user role as Admin, Staff, Student, or Teacher.
   2. Firstname: Enter user’s first name.
   3. Lastname: Enter user’s last name.
   4. Email: Enter the user’s email address, which must be a valid email.
      1. If you are adding a user who does not have the school email domain, reach out to the help desk to have their domain added to the school. This is often used for contract employees.
      2. Personal email domains can be requested and added via the help desk, if approved by a school Flex admin.
   5. Send Confirmation Email (box): Check this box if you wish for the user to receive a confirmation email.
   6. Password: Enter a password here if the user will be “manually” authenticated.
      1. In other words, they will not be logging in using Google/O365 credentials and the account password will be managed within Flex.
      2. Please refer to the above “Password Guidelines”.
   7. Adult Only Fields: These are not required to be entered here and can be completed in the adult profile by the user.
      1. Select Room: Select default room, if desired.
      2. Preferred Title: Select title, if desired.
   8. Student Only Fields
      1. Graduation Year: Enter graduation year.
      2. SIS Number: Enter student ID number.
   9. Prevent From Archiving (toggle): This button is an ‘override’ button so that the user does not get “auto-archived” if you are also syncing with a 3rd party source or uploading user CSV files. Please see the “Prevent From Archiving (PFA)” section for more details.
      1. Keep the toggle “on” if you do not want the user to be archived if/when they are not included in a 3rd party sync or a user file upload.
      2. Toggle to “off” if the user will be included in future 3rd party syncs or a user file upload. (This will allow them to be auto-archived through that source in the future.)
3. Click "Add".