CPM Staff Tutorials

Setting up CPM email accounts & their groups & ELS

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NOTE: Accounting Staff should NOT have the Accountant Role.  Instead give them the CPM_Admin Role.

1. CREATE A CPM EMAIL ADDRESS!

  • Go to admin.google.com
  • Login
CREATE A CPM EMAIL ADDRESS!

1.1. To add an employee: Click the '+' button at the bottom of the screen of users.

To add an employee: Click the '+' button at the bottom of the screen of users.

1.2. Fill the form:

  • Username: firstlast no punctuation
  • Password: firstlast
  • Then, click 'Create'.
Fill the form:

2. Add the New Employee to a Group:

  • Be sure to click 'Direct add members'.
  • If you invite, they have to accept, which usually they do not!

 

Add the New Employee to a Group:

2.1. Fill the form:

  • Use the new employee's CPM email address.
  • Add a note to let them know they will be able to get information about their group through the group menu and the CPM Intranet!
Fill the form:

3. Add the New Employee to ELS.

  • Login as yourself.
  • Select 'Users' in the 'CPM Records' menu.
Add the New Employee to ELS.

3.1. Before adding, check to see if the employee has already been added to ELS in a different role.

Before adding, check to see if the employee has already been added to ELS in a different role.

3.2. Create a New User:

  • Click BLUE button 'Create a New User'.
  • Make the password the new employee's firstlastname.
  • When they login, they will be requested to change the password.
Create a New User:

3.3. The following are the settings for a Teacher Leader.

For an RC, the branch permissions would be 'administrator'.

The following are the settings for a Teacher Leader.

3.4. Verify the TL or RC or other Employee does have the right permissions

  • Check the roles in 'Users'.
  • Impersonate them to be sure their menus are correct.
Verify the TL or RC or other Employee does have the right permissions
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