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Posted May 31, 2022

Users that are incorrectly set up need to be corrected.

“Staff associated with multiple users” - Staff records should only be associated with a single user. The resolution depends on why there are multiple users. If one of the users is a “parent” user, then this user should be removed and the remaining user used as both a staff and parent user. Each user's staff association follows its Household and Household Indicator, so give each user the indicator for the contact it belongs to; when two users show the same staff record, one of them belongs to the other contact or to a different household. Correct the Household or Household Indicator on the user profile and click Save. Note: Be careful when deciding to remove a Staff user as it may be associated with DAT queries or filters.

“Students associated with multiple users” - Students should only be associated with a single user. Choose which student user to retain and remove the other users for the student.

“Parent (Primary) associated with multiple users” / “Parent (Secondary) associated with multiple users” - Parents should only have a single user each. First, make sure the Household Indicator is correctly specified for the users. If there are still duplicates for a particular household and indicator, remove the duplicate users. Note: If the Parent is also a Staff, retain the staff user.

“Parent users with no indicator” - Make sure to specify the Household Indicator for users associated with households.

“Staff users with staff id inconsistencies” - The user's stored staff association differs from the staff member on its household contact. Open the user's profile page in the Security portal and click Save. The profile recalculates the staff association from the Household and Household Indicator.

“User associated with Student child and Household/Staff users” - This statistic lists users that carry a student record together with a household that lists the student as a child rather than as Self. A household user is associated with a student record when the student has a relationship of “Self” with the household. Self households occur for schools where the student applies and submits contracts instead of their parent performing those steps. Note: Students who are alumni should receive a new user associated with their new household record. Students typically have users with emails provided by the school. After the student graduates, they need a household user based around their personal email address information.