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How to Create Learner & Contact User
Accounts
Progresso v13.5
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Table of Contents
1
Dealing with Learner/Contact User Roles .................................................... 3
2
Contact & Learner Widgets .......................................................................... 8
3
Creating Learner/Contact Logins ................................................................. 9
4
Managing Existing User Accounts ............................................................... 14
5
Parental View ............................................................................................. 16
6
Parental Users with Multiple Linked Learners ............................................ 18
7
Appendix – Available Widgets .................................................................... 19
7.1
School Assessments SAT’s Results ............................................................ 19
7.2
Learner Roll Call Attendance ..................................................................... 20
7.3
Learner Lesson Attendance ...................................................................... 21
7.4
Learner Behaviour ................................................................................... 22
7.5
Calendar ................................................................................................ 23
7.6
Documents ............................................................................................. 24
7.7
Learner Exam Timetable .......................................................................... 24
7.8
Learner Exam Result ............................................................................... 25
7.9
My Groups ............................................................................................. 25
7.10
Learner Timetable ................................................................................... 26
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1
Dealing with Learner/Contact User Roles
Before any new user accounts are setup for learners and contacts you will need to
ensure that the user roles are configured correctly so that the required widgets are
available.
This is the default view for learners and contacts (based on the out of box user role that
the user accounts are associated to):
As shown above the only widget which is automatically displayed is the Notification
widget. Therefore you will want to create new user roles so that any required widgets
that you want to be visible to contacts and learners are displayed. This can be done in
the following way (the example below demonstrates how to create a contact user role):
1. Go to the System module and select Roles & Access (as shown below).
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The Roles & Access page will then be displayed:
2. Click on the Add button at the bottom of the page (as shown above).
The Add Role page will then be displayed:
3. Enter a Role Code and Role Name.
Progresso Tip
It may be useful to include the school name initials within the Code and Name e.g.
WAContact (the school name is Winchester Academy). You may also prefer to use a
more generic name if you want to create a user role which can be used for both contacts
and learners.
4. Ensure that Contact is selected from the Role Category drop-down field (as
shown above).
5. From the Copy From drop-down field select the contact user role that you want
to base your role on (the default out of box role is called ‘Contact’).
6. If required enter a Description.
7. Click on the Save button at the bottom of the page.
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8. Click on the Edit Access Rights button (as shown above).
The Edit Access Rights page will then be displayed:
You can now set up any default widgets which you want to be automatically displayed for
contacts.
9. Select the required Module using the drop-down provided (as shown above) for
example Assessment.
10. Expand the Widget Access section (as shown below).
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11. Click on the
icon for the widget that you are dealing with.
This will set the widget as a default ensuring that it is automatically displayed when the
user logs in. Once a widget has been set as a default within this page it will look as
follows:
12. Click on the Save button at the bottom of the page.
13. Click OK.
14. Repeat for all other widgets that you want to be displayed for contacts.
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Note: A maximum of 69 widgets can be added as defaults. It is also possible for
learners/contacts to add tabs and widgets to their own dashboard.
Due to the fact that users can add and remove widgets you may also have the
requirement to remove access to certain widgets. This can be done within the Edit
Access Rights page (as previously shown) by removing the tick from the widget:
If the set-up for your school’s learner accounts is different to that of contacts then you
will need to repeat the process and create a new learner role.
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2
Contact & Learner Widgets
The table below details which widgets are available for learners and contacts to view.
Module Name
Widget Name
Assessments
School Assessments & SAT’s Results
Learner Roll Call Attendance
Attendance
Learner Lesson Attendance
Behaviour
Learner Behaviour
Calendar
Calendar
Document Store
Documents
Learner Exam Timetable
Examinations
Groups
Learner Exam Result
My Groups
Notification Widget
Home
Website Widget
HTML Widget
Timetable
Learner Timetable
See the Appendix – Available Widgets section for more details about each widget.
Note: The widgets contained within the Home module work in the same way as for
school staff and therefore you will already be familiar with them from your Start-Up
Training for Admin day.
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3
Creating Learner/Contact Logins
Once the learner and contact user roles have been setup you can then create user
accounts. Due to the fact that schools will need to create a large number of accounts it
is recommended that this is done using the bulk functionality in the following way:
1. Go to the System module and select Bulk User Accounts (as shown below).
The Bulk User Accounts page will then be displayed:
2. Select either the Contact or Learner radio button at the top of the page (as
shown above) depending upon the accounts that you are creating.
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The page will then be filtered to display contacts or learners:
3. Select all contacts/learners that you want to create an account for (as shown
above).
4. Select the Role to be associated with the user accounts (this will be the role that
you have created above for example WAContact).
5. Click on the Add button at the bottom of the page.
6. Click Yes.
7. Click OK.
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Users will then be sent an email with their login details:
Progresso Tip
When using the bulk functionality it is recommended that you ensure that all contacts
and learners have email addresses recorded against them so that their account details
are automatically emailed to them. You can check that email addresses exist within the
Bulk User Accounts page:
If you need to add an email address for a learner/contact then this can be done via the
Learner or Contact record.
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You will also need to ensure that contacts have the Parental Portal tick box selected
within the learner record that they are linked to. This is recorded within the Details tab
of the learner record:
If you select a contact within the Contact Details section and click the Edit Link button
then you will see the following:
Ensure that the Parental Portal tick box is selected (as shown above).
3.1 Using a data import to populate the Parental Portal Tick Box
You can update this tick box using the Data Import Tool in Progresso.
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CSV Column
Description
Learner Code
This will need to match the Linked Learner’s Progresso Learner Code.
There will need to be a line for each Learner to be linked to a
contact.
Contact
Relationship
This will need to match exactly the Progresso relationship between
the Contact and the Learner. A list of relationships viewed in Data |
Set up Master Data | People | Contact Relationship to Learner.
Contact Forename
This need to match exactly the forename of the linked Contact
Contact Surname
This will need to match exactly the Surname of the linked contact.
Contact Personal
Email
This will need to match exactly the contact’s Personal Email address
in Progresso.
Contact Gender
This will need to be an Male for male and a Female for females.
Parental Portal
This will need to contain a Y to denote a yes.
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4
Managing Existing User Accounts
Once user accounts have been created there will be occasions when you want to perform
the following tasks:

View account details

Manually change passwords

Unlock accounts

Deactivate accounts
Therefore user accounts can be accessed in the following way:
1. Go to the System module and select User Accounts (as shown below).
The User Accounts page will then be displayed:
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2. Select either the Contact or Learner radio button at the top of the page (as
shown above).
You can then view and edit the accounts in the usual way. For more details see the
Start-Up Guide for Data Managers.
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5
Parental View
Once a parent has logged in and gone through the Edit User Profile Screen (as
documented in the Foundation Manual) they will see the following screen, based upon
the widgets that have been assigned to their user role:
Parents can add more tabs to their home tab if they wished to add more widgets (if the
role already has the maximum of 6 assigned to be defaults).
The process is the same as for a school user;
1. They will need to click on the
icon to create a new tab
A blank tab will be added (as shown below);
2. They will then need to click on the
icon to rename the tab.
The user will then be able to rename the tab (as shown below).
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The user can then add widgets by;
3. Clicking on the
icon.
The Widget Galley is then displayed. By selecting a category, the available widgets are
displayed.
4. They will then need to click on the desired widget name, and click the Add
button.
The widget is then added to the tab (as shown below)
5. The user should then click the Cancel button to close the Widget galley.
This process can then be repeated for any addition tabs and Widgets as required.
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6
Parental Users with Multiple Linked Learners
Any Parents who have a User Account and more than one Learner linked to their contact
record will see a tab for each of their children, as shown below:
An additional tab is created for each Learner linked to the contact. To access another
Learner’s tab (as highlighted above)
1. Click on the Learner’s name.
That Learners tab is then displayed (as shown below);
Note: Any tabs and widgets added, as outlined in the Parental View above, will be
shared across all linked Learners.
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7
Appendix – Available Widgets
The following widgets are available for contacts and learners within Progresso.
7.1 School Assessments SAT’s Results
This widget is used to view assessment results for a learner.
Users can click on an assessments result link (for example Year 11) and see the
assessments results for that year:
Note: This widget is not available for learners when using the default out of box user
role.
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7.2 Learner Roll Call Attendance
This widget displays a pie, column or bar chart of the learner’s roll call attendance along
with a statistical breakdown of the data.
Clicking on the Change link (as shown above) will give users the option to change how
the data is displayed:
Clicking on the More link (as shown above) will take users to the maximised view and
will also displayed details of individual attendance marks which have been recorded:
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7.3 Learner Lesson Attendance
This widget shows details of a learner’s lesson attendance and works in the same way as
the Learner Roll Call Attendance widget.
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7.4 Learner Behaviour
This widget shows details of a learner’s behaviour entries and detention details.
There are two tabs available in order to view the behaviour entries summary (as shown
above) or to view the detention summary (as shown below). It is possible to view
behaviour entries by the current day, the last seven days or the year to date and
detentions can be viewed by the current week or current academic year.
Clicking on the More link (as shown above) will display the following maximised view:
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7.5 Calendar
The calendar widget is used in the same way as for school staff.
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7.6 Documents
This widget lists all documents which have been attached to a learner which they have
access to view.
Clicking on the name link will open the document.
7.7 Learner Exam Timetable
This widget displays details of any exams which a learner has been entered for.
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7.8 Learner Exam Result
This widget will display a learner’s exam results.
Note: This widget is not available for contacts when using the default out of box user
role.
7.9 My Groups
This widget lists all of the teaching groups that a learner belongs to, as well as the
subject and Teacher(s).
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7.10 Learner Timetable
This widget will display a learner’s timetable for the current day or current week using
the tabs provided.
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