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Supervisor accounts can be created to allow designated users to login to the Securus console to view and manage captures.
To view supervisor accounts, start by navigating to the Settings view by clicking on the cog icon in top right corner of the console window.
Click on Supervisors.
A list of current supervisor accounts will be listed here. Existing accounts can be edited or removed and new ones created.
Create a Supervisor Account
To create a new account, click on the Add button.
Image RemovedImage AddedNewly created accounts will be automatically assigned access to the level that they are created at.
Several options will now be available:
Image RemovedImage AddedRead on for instructions on how to assign access to an account after creationUsername
The login name for the new account. Special characters are not currently supported.
First name
Last name
Email address
The email address for the account. This is not linked to email alerts but is necessary for the password reset form.
Mobile Number
Name or Description
This can be used to add a name or description to the number, for example, mobile or landline.
This will be used in an upcoming feature and is just for informational purposes currently.
Click Add Another to add more numbers to the account.
Assign Access?
Selecting Yes will assign access at the same time and will also expand the next section. Access will can be assigned at the group level that the supervisor account is created at. to all OU’s by clicking the Select All button, or individual OU’s can be selected from the menu.
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Selecting No will allow you to assign access to a different group at a later time.
Access Level
Manager – full control over the system.
Monitor – access to captures and settings view but cannot make changes to libraries or groups. Can re-grade and export/print captures.
Reviewer – has access to the normal captures view but not the settings view. Can re-grade and export/print captures.
Technician – can only be assigned to a computer group, allows the IT technician for the school access to see what computers are connecting to the server.
Managed – only has access to captures provided by an email alert link.
Selecting an access level during creation will automatically assign it to the level that the account is created at. For example, creating an account at your schools top level and selecting Manager access will assign full rights to the top level including all sub-groups below it.
If you, for example, want to create a new account at the top level but wish to assign it access to one intake year only, you should not select an access level during creation. Leave the field on the ‘Select An Access Level setting’.
Select the appropriate role for the new supervisor account. Users can have multiple roles assigned to them at once. See below for advice on Access Roles.
OU Select
Select which OU’s you would like to assign the supervisor account to.
Click Select All to assign the new supervisor to all OU’s or expand the tree and tick the boxes against the OU’s you want the account to have access to.
Add to Mailing List?
Advanced feature for assigning accounts to the Summary Report. Not recommended for daily use.
SSO Only
This will hide the Password fields and allow the new user to only login using Microsoft SSO.
Password and Confirm Password.
The typed password can be viewed by clicking the eye icon.
Fill out the details as desired and click Save to confirm. You will now see the new supervisor account in the list.
A supervisor can also change their own password by clicking on the User button in the top right and selecting Change Password.
Image AddedAccess Roles
Manager
Full control over the system.
Monitor
Access to captures and can save, re-grade, delete and export/print captures.
Monitor users can also view some of the settings within the Settings panel but cannot make any changes. Unable to view Supervisors or Supervisor access.
Reviewer
Has access to the normal captures view but cannot save, delete or re-grade captures. The reviewer roll can export and print captures and also has access to Web Logs in the Settings panel.
Technician
Can be assigned at the top level to allow an IT technician access to All Computers and Audit Logs within the Settings panel.
Managed
Only has access to captures provided by an email alert link.
This role is designed to be given in conjuction with any other of the above roles.
Admin Technician
This role can view all settings on the system but cannot make any changes. Can also delete computers from the All Station list.
Mini Roles
Supervisor mini roles are add on roles that are designed to be used in conjuction with the main supervisor roles. To add a mini role to an existing account, go to Supervisors > Access and then add a new access policy for the desired user and role.
Supervisor Manager
This role has the ability to create new supervisor accounts only and assign access upto their own access level.
For example, a supervisor account with the Monitor and Supervisor Manager roles can only create and assign access for other Monitor accounts.
Regrader
This role can re-grade captures but cannot do anything else. This is designed to be used with the Reviewer role for cases where supervisors should be able to regrade captures where necessary.
Multiple access roles can be assigned to the same supervisor account after creation.
Manually Assign Access to a Supervisor Account
It may be necessary to give a supervisor account separate access rights to extra OU’s or user groups. For example, when you want to create a supervisor account but only want the account to access a Staff or Students group.
To do this, click on the level you wish to assign to and then click on the Supervisors button. Then click on Access.
Image RemovedImage AddedClick Add.
Image RemovedImage AddedImage AddedSelect the account from the drop-down menu and then tick an access role, multiple roles can be selected at once.
Then select which OU’s the access level and click Add. Click account should be able to access.
Click Add to finalise and then click Save to finish.
Image RemovedA confirmation prompt will show if the change has been successful.
Image Removed.
Image AddedView Existing Access and Roles
It is possible to view all access levels and roles from a given OU and below. This is best used on the highest OU level.
Go to Supervisors > Access.
Click on Show Full Access.
Image AddedThis will show all access levels from the OU level you are on and below.
The search function can be used to locate a specific user account or access level.
Image AddedEdit a Supervisor Account
To edit a supervisor account, first single click the account you wish to edit to highlight it. Then click on the Edit button.
Image RemovedImage AddedThe same options as shown previously will be available. Make your changes and click on Save to confirm.
Remove a Supervisor Account
To remove a supervisor account, first select the account you wish to delete and then click on the Delete button.
A confirmation box will appear, click Delete to confirm or Cancel to cancel the change.
Image RemovedDocument number/reference: SEC-KB-SETUP-009
Classification Level: Public
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