User Management: Getting Started
Application User Guide and FAQs
Getting Started
Welcome to the User Management User Guide! This guide is designed to help you get the most out of the updated User Management experience by providing step-by-step instructions, best practices, and troubleshooting tips.
What You’ll Find in This Guide
Getting Started – Learn about the improvements and how to access the new experience.
Key Functions – Explore the main features and how to use them effectively.
Troubleshooting & FAQs – Find solutions to common issues and answers to frequently asked questions.
If you need additional assistance, our support team is always here to help. Let’s get started!
Overview of the New User Experience
The new app launcher experience is three different solutions designed to simplify the connection to and administration of products developed by Education Analytics.
Enhanced login and authentication process
We’ve integrated Auth0 (part of Okta) to provide a more seamless and secure login experience for your district. Auth0 is a leading authentication and authorization platform that works with your existing Identity Provider (IdP), ensuring a smooth and reliable sign-in process.
New user management application
The solution replaces the ShareFile CSV process used previously to add users and manage access permissions.
The User Management application serves as a centralized, one-stop shop for managing user access to your data and EA products—making administration easier, faster, and more flexible.
Visit URL: admin.edanalytics.app
Streamlined access to Rally, Podium and more!
The current user interface for selecting and launching Rally and other EA applications now displays all EA-developed solutions, including Podium, Podium+, Stadium, dbt Docs, and the StartingBlocks Admin App.
Users no longer need to reselect an application when accessing it through a direct URL, creating a smoother and more seamless experience.
Visit URL: portal.edanalytics.app
Login
Most users log in through the application URL or the Portal. Authorized individuals can assign application and data access permissions using the User Management (admin) application, accessed via the URL or Portal.
When you first navigate to the Portal or User Management URL, a landing page appears with a login option.
Once you click Login, you will be prompted to select either Google or Microsoft as your sign-in method.
Please note that the system treats these as separate accounts. To avoid confusion or duplicate access, you may want to direct staff and educators to consistently use one login method—either Google or Microsoft.
Upon selection of either option you will be prompted to provide your credentials.
Upon consent to use Google or Microsoft, you will be presented with the appropriate screen to either Portal or User Management.
Managing Users
From the User Management home screen, you can manage users, configure roles, and view recent login failures.
The list of users is populated from the staff and staff categories in your Student Information System (SIS). Using this list, User Management administrators can grant data access and assign permissions to EA applications.
After selecting an individual’s name, the next screen allows you to complete several actions for that user. Detailed instructions for these actions are provided in the following section.
Role configuration
The role configuration screen allows you to map staff categories in Ed-Fi to automatically enable access to certain applications. However, the individual user must still have the right data permissions (selected on the individual’s profile screen) to maximize their use of the application.
Key Features & Functions
Adding additional district administrators
To enable additional district administrators, navigate to the individual’s profile by clicking their name in the “Users” table.
From there, select the “+ Add Roles” button and assign the “User Management – Admin” role to their profile.
Note: The individual does not need elevated data access to serve as a district administrator within the User Management application.
Elevating users to access school or district-level data
Elevating a user’s data access for use with EA products in accordance with your district’s policies, requires you to modify their individual profile. Once at their profile, in the section at the bottom titled “Data access” you may add specific schools they may see or you may give them LEA level access.
How to give access to a user that does not hold a staff position at a school
To invite a user that is not current associated with your Student Information System, in accordance with your district’s policies and procedures, you can go to the “Users” table inside of User Management and click “Invite” in the upper right corner of the table. From there you may enter the user’s email and first name and last name. Please note this only creates a profile for this user in the system.
Once a profile is completed, the individual must be assigned a role for each application they should have access to and a decision must be made, in accordance with your districts policies, as to whether they will be given access to view data for your district.
How to turn on/off an application for a particular Individual
To add or remove access for a specific individual, you can add, delete, or deactivate roles within that person’s profile.
To prevent these changes from being overwritten during the next system sync, click the “Eject” button at the end of the role row. This changes the Source value from “Automatic” to “Manual.”
Understanding Role Assignment: Automatic, Deactivation, and Ejection
When a role is assigned automatically—either based on staff classifications or universally through the Role Configuration page—it appears with the source listed as "automatic." If you need to make exceptions to these automatic assignments (for example, if someone should not have access even though they normally would), you can do this by deactivating the role for that individual. This removes the role from them while keeping the automatic rule in place for others.
If you want to ensure that a specific person always has the role—no matter how staff classifications or the role config settings change—you can eject the role. This turns it into a manual, person-specific assignment that’s no longer affected by automatic rules.
How to turn on/off an application for a group based on staff classification or for the whole district
To add or remove access to a group of people you can go to the “Role configuration” screen. In the upper right corner, there is a button to “Edit configuration” this will make the table below editable. From there you may click the “+” next to the application and role you wish to modify the staff categories that are assigned receive automatic role assignment. Once you are finished, click “Finish editing” in the upper right corner again to save your changes.
If you wish to turn off access to an app for all users, ensure that there are no staff categories assigned to the row(s) for the application and role and then ensure that the check box for “All Users” is unmarked.
Troubleshooting & FAQs
How do I request help?
Visit the Support portal: https://support.edanalytics.org
How do I request an improvement or give feedback?
Visit the Support portal: https://support.edanalytics.org
What if I accidentally select my personal Google or Microsoft Account when signing in?
Not to worry. Your personal email is not associated with any permissions; therefore you will not be able to access the list of applications and documents or data. If this happens, you can delete the account from User Management.
How long does it take for new user access to be granted in User Management?
While both Podium and Stadium have a slightly different process for adding new users, there generally isn't a delay after a new user is added (either as a new user or to an application).
Note: The user will want to log out and back in, to see any changes to their access.
What if I don't see an application available to my district?
Please contact us if you believe that you are unable to assign an application for your district staff and educators. We’ll be happy to assist.
Why can an inactive staff member in the student information system (SIS) still appear in User Management?
This occurs when the “Inactive” checkbox in PowerSchool is selected but no end date is entered. In this case, the staff member will still appear in User Management, but they will not have access to any data.
Our partners are actively working to address this behavior within PowerSchool. In the meantime, you can:
Ignore the inactive users that appear in the list, or
Disable the inactive user directly in User Management