Main Menu - Additional 'Admin' Features
Main Menu - Additional 'Admin' Features
In this section:
My Profile
All users have access to their “My Profile” screen in Flex. For adults this is found on the bottom left portion of the menu in Flex by clicking the up-arrow by the user’s name.
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The following screen is what appears. Here you can view summary information about your Activities and “Edit” your personal information.
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When the “Edit” button is selected, the following window appears where you can update the last three fields. If you update your name here, it may get overwritten the next time your system syncs with the third party rostering system or a new user file is uploaded.
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Access to Prior School Year
If your school used the Flex system during the prior school year, all admins, teachers, and staff will have access to “view” last year’s Flex data. This can be done by selecting the “School Year” drop-down menu shown below. This is located in the top left corner of the adult’s Flex screen.
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Select the ‘prior year’ to be taken into the Flex system for that year. Only the previous year is available for viewing. Users will not be able to make any changes to prior year data but they can use this for viewing and searching reports, student registration data, prior activity information, roster data, etc. It’s even possible to copy data, such as an Activity Description and then paste it in a current year’s Activity.
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Simulate Feature
The “Simulate” feature in the Flex system provides an Admin with the ability to search for any other user in the system, go into that user’s Flex screen and act on their behalf. For this reason, it is important to consider and use caution when assigning a user to have “Admin” role access in the system. Using this feature can be very beneficial in assisting other users and troubleshooting questions that arise.
Please see the Simulate Feature video for more details.
The blue simulate button is located in the upper left corner above the school name.
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From the “Simulate” search box, which appears in the top center of the screen, simply start entering the user’s name or email address and a list of matches will begin to appear. Once you find the user you wish to simulate, select that user and you will be taken into their Flex screen, as shown in the examples below.
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Below is the student’s screen that was simulated above.
To return to the Admin screen, click the word, “Return”, in the upper right corner.
You can also simulate another user if desired. It is not necessary to return to your admin screen between simulating multiple users.
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