Atrieve Global

User Account Management - Advanced Settings (Admin Guide)

Overview

The Advanced Settings page is a system-level configuration popup used to manage detailed user account settings. It is accessed from the Manage User Accounts page and provides additional control over account attributes such as directory structure, account type, email, and system-level identifiers.

This feature streamlines complex backend configuration into a simplified administrative interface.


Access & Permissions

  • The Advanced Settings button is only visible to SRB Admin users

  • Non-admin (district) users cannot see or access this feature

  • The popup is launched from:

    • User Management > Manage User Accounts > Advanced Settings


Key Features

  • Displays system-generated and derived user account values

  • Allows controlled editing of specific fields

  • Integrates with Organization Settings


Field Details & Behavior

Disk - User disk location

  • Derived from Organization Settings

  • Always read-only

  • Example: DISK1:


Directory - User directory path

  • Automatically generated:

    • Hosted: [<CustomerID>.USERS.<Username>]

    • On-prem: [USERS.<Username>]


UIC Group - User group identifier

  • Derived from Organization Settings

  • Read-only


UIC Member - Unique member ID

  • System-generated unique value

  • Represents next available identifier in the group

  • Read-only


Account Type - User access level

  • Determines level of system access

Values:

  • Restricted

    • Sets /FLAGS=CAPTIVE

    • All district employee user accounts are to be setup as Restricted. Employees at the school district should not have access to certain internal tools and features and should not have access to the command prompt when logging out.

  • Administrative

    • Sets /FLAGS=NOCAPTIVE

    • Allows DCL (command prompt) access

    • Only internal PowerSchool employees user accounts are setup as Administrative.

Rules:

  • Editable via lookup or manual entry

  • Only valid values allowed, invalid entries trigger an error


Case Sensitive Passwords - Password policy

  • Controlled by Organization Settings

  • Values:

    • Y = Enabled

    • N = Disabled

  • Read-only


Email Address - User email

  • Default value sourced from HR (if enabled in Organization Settings)

  • Fully editable

  • Note - if you make a change to the email address on the main user account manager page it will not be reflected in Advanced Settings until you Save the record.

Validation includes:

  • Must contain @

  • Must contain valid domain (e.g., .com, .ca)

  • No invalid characters or formatting


Web User - Username for web access

  • Derived from email prefix (before @)

  • Example:

    • Email: johndoe@email.com

    • Web User: JOHNDOE

Behavior:

  • Auto-populated

  • Can be manually edited (if required)


Output Device Group - Print/output group

  • Defines print/output configuration

  • Values sourced from Print Device Specification Profile

  • Editable via lookup or manual entry

Validation:

  • Must be a valid configured value, invalid entries trigger an error


Buttons

Button

Description

Back

Closes popup and returns to Manage User Accounts page

Note: Changes are reflected and saved through the main page Save action


System Behavior

  • Popup opens with all values pre-loaded

  • No field is active on load (user must click into a field)

  • Changes persist after saving on the main page

  • Values are synchronized between Advanced Settings and Manage User Accounts page


Best Practices

  • Always verify email accuracy before saving

  • Use lookup values for Account Type and Output Device Group

  • Ensure Organization Settings are configured correctly (impacts multiple fields)


Notes

  • The Advanced Settings popup simplifies complex backend configuration

  • Most fields are system-controlled to ensure consistency and integrity

  • Changes here directly impact user access and system behavior