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Accounts Overview

A Quick Look at How to Manage Accounts in SmartPass

📣 Raptor SmartPass 📣

Raptor SmartPass has a few differences in the appearance of screens, navigation, and menu options from what may be shown in this article. Callout notes throughout the article identify those differences where applicable.

SmartPass schools who migrate over to Raptor SmartPass can expect to see these differences in the platform.

From the Admin page, click Accounts on the left-side panel on your screen. This page will allow you to add / delete accounts, update account statuses, and permissions, assign pass limits, encounter preventions, and more.

Video Overview

📣 Raptor SmartPass 📣

As part of ongoing improvements, integrations and account management are handled within Raptor. As a result, the Integrations menu, the +Add button for student and staff, and the Delete account option in a student's profile are not available for Raptor SmartPass schools.

Clicking on Accounts opens two options:

  1. Students – Displays a list of students with no option to add or delete. Student accounts must be managed through the school's data source.

  2. Admins & Teachers – Redirects to the User Management page in Raptor. Click HERE to learn more about managing users in the Raptor system.

FYI: We recommend integrating student and staff data. Student and staff rostering is supported by Clever, ClassLink, and SFTP.

Create an account

  1. Click Accounts.

  2. Click the user role tab for the account type you wish to add.

  3. Click the +Add button then select Add standard account.

  4. Enter the user’s name, email, and a temporary password.

  5. Congrats! The user can now sign in to their SmartPass account.

📣 Raptor SmartPass - Create an Account📣

As described above, clicking on Accounts > Admins & Teachers redirects you to the User Management page in Raptor.

Once there, complete the following steps to create a user account:

  1. Click the +Add button on the top right of the page.

  2. Select User in the drop-down menu.

  3. On the next page, fill in the required information in all sections: Personal Details, User Details, Building Details, and Roles and Permissions. Click HERE for a walk-through on adding users - the article goes into detail for each required field.

  4. Once all information is entered, click Save to create the account.


Account Statuses

In the Accounts section, schools can update the status of an account by clicking on the selected account and then clicking on the drop-down below the student profile picture field.

You can also bulk update multiple accounts at once by checking the checkbox next to the users you wish to edit and following the same previous steps.

There are four status options for an account in SmartPass:

  1. Active - These accounts have access to their view in SmartPass. These accounts are visible to all Administrators.

  2. Disabled - Disabled users are not able to log into SmartPass. They’ll still show up in the system, and teachers can send passes to them, etc.

  3. Suspended - Suspended accounts, or any data associated with them, are not deleted from SmartPass. However, no one will be able to see them or interact with these accounts.

  4. Deleted - Deleting an account will permanently delete that user and any data associated with them. This action cannot be undone, so be careful when using this feature. For bulk removal, administrators can prepare a list of accounts to be deleted using the SmartPass bulk-removal template and submit it for processing. This ensures efficient handling of large-scale deletions. Additionally, for accounts synced with G Suite or SIS, ensure the directory is updated to exclude the accounts before deletion to prevent re-syncing.

On the Accounts page, you will also notice other features and settings across the top such as Pass Limits, Encounter Preventions, and Invite Families.

For more information on Pass Limits, click here.

For more information on Encounter Preventions, click here.

To learn more about Parent Accounts (Invite Families), click here.


FAQ

I am trying to add an account but I am getting an error message stating the account already exists. What should I do?

Please contact our support team through chat or email so they can take a closer look at this issue and assist you in adding the user.

Can I change the permissions of certain users?

Yes, just navigate to Accounts, select the user’s role (Teacher or Admin), search and click on the user’s account, scroll down until you find permissions, toggle on/off the permissions you wish to change, and click Save. You can also do this in bulk, by checking the checkbox at the top-left corner, next to the “Name” header, or the checkbox next to the user’s name.

📣 Raptor SmartPass 📣
Yes. You'll click on Accounts > Admins & Teachers where you'll be redirected to Raptor's User Management page. As long as the account in need is not managed through Raptor Link (syncing through Clever, Classlink, or SFTP), updates can be made. Click HERE to learn how to make changes to permissions and roles.

Can I delete an account synced to my integration?

You can delete the account, but if the account is not deleted on the integration side, the account will sync back to SmartPass on the next sync.

What should I do if I accidentally delete an account? Deleted accounts and their associated data cannot be recovered. Always double-check before confirming deletions.

How can I remove multiple accounts at once? To remove multiple accounts, use the bulk-removal template provided by SmartPass and submit it for processing. Ensure that accounts synced with G Suite or SIS are excluded from the directory to prevent re-syncing.

📣 Raptor SmartPass 📣
Yes. Mass updates can be made using an import process. Click HERE to learn more about deleting user accounts in Raptor.

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