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User Account Management - Organization Settings (Admin Guide)

User Account Management - Organization Settings (Admin Guide)

Overview

The Organization Settings page is used to configure global system settings for Atrieve Web at the organization level.

These settings define how user accounts are created, how passwords behave, and how system-level identifiers (such as Customer Number and UIC Group) are applied.

⚠️ Important:
These settings are typically configured once during initial setup by a PowerSchool administrator and should not be modified without proper review.

Access Requirements

  • Access to Organization Settings is restricted to PowerSchool administrator accounts (e.g., 1234SRB).

  • Non-admin users attempting to access this page will receive an authorization message and will not be able to make changes.

  • Organization Settings can also be accessed through User Account Manager by clicking the Advanced Settings button when adding or editing a user account. Only specific fields are editable within Advanced Settings, and access to this page is restricted to PowerSchool administrators.

Accessing Organization Settings

  1. Navigate to the Atrieve Web > Security > Security Settings > Profile Menu > Organization Settings Profile

The Organization Settings page will open.

Organization Settings Fields

The following fields are available on the Organization Settings page:

User Disk

Defines the system disk where user accounts are stored.

  • Valid format: DISKn (Example: DISK1)

  • Only valid disk entries are accepted.

UIC Group

Defines the User Identification Code (UIC) group for the organization.

  • Must be a 4-digit numeric value (Example: 1234)


Customer Number

Identifies the customer within the system.

  • Validated against an existing customer list (Example: 4109)

Behavior:

  • If the number is valid but not found in the customer list → a warning is displayed (saving is allowed)

  • If the number is invalid → an error is displayed (saving is not allowed)

Username Format

Defines how usernames are generated for new user accounts.

Available options:

  • First Initial + Last Name

  • Last Name + First Initial

Case Sensitive Passwords

Determines whether passwords are case-sensitive.

Available values:

  • Yes

  • No

Use Email Address from HR

Determines whether user email addresses are automatically populated from the HR system.

Available values:

  • Yes

  • No

Saving and Cancelling Changes

  • Select Save to apply and store changes.

  • Select Cancel to discard any unsaved updates.

Data Storage

Organization Settings are stored in a system configuration file and are:

  • Persisted across sessions

  • Loaded automatically when the page is opened

  • Applied globally to all user account operations

Best Practices

  • Configure Organization Settings during initial system setup

  • Avoid making changes unless required and approved

  • Verify Customer Number and UIC Group carefully before saving