How to manage users on digital licenses: add and remove users, change their roles, and notify them of access

Updated 8.18.23

Watch this tutorial or read below: User Management for License Administrators

This article applies to administrators for the following Second Step® programs:

• Second Step Elementary and Second Step Middle School digital programs
• Second Step SEL for Adults
• Second Step Bullying Prevention Unit online training
• Second Step Child Protection Unit online training

Please note: Some districts using Clever for user management will not be able to add and remove users.

You may be an administrator because you’re also a setup administrator. Otherwise, an administrator has added you in the same role. 

Add users as administrators or teachers

As an administrator, you can add or cancel user access and change users’ roles. Follow the directions in your notification email. If you didn't receive one, check your junk/spam folder.

Directions are also listed below:

1. Go to secondstep.org
   • If you have a Second Step account, click the blue Go to My Dashboard button. Log in if prompted to do so.
   • If you don’t have an account, click Create Account and complete your User Profile. Click Submit and you'll land your Leader Dashboard.
     • If you land on the My Programs page, you may need to contact your administrator to be granted admin rights.
2. Click User Management near the upper-right corner of the page.
3. Click on the dropdown menu (down arrow) to select the desired license.

4. • Select Add Users, and the modal below appears. 
     

   • With Add single user, assign teachers, staff, and Second Step SEL for Adults Leader Team members to the Teacher role and principals and site leaders to the Administrator role. Select each user's role as you add them.
   • Select Add multiple users to add teachers, staff, and Second Step SEL for Adults Leader Team members in bulk. Add multiple users can only be used to assign people to the Teacher role.
5. Enter users' correct email address(es). If you're copying and pasting email addresses, be sure to delete any unnecessary blank spaces after each address. 
6. Choose whether you want to send an email notification immediately or send it later when adding users to the Teacher role. Email notifications to Administrator role users are sent immediately and can't be delayed. For help notifying later, see Add users to a license but notify them later.
7. Select Add Users.
   • Users with existing Second Step accounts will show a status of Active and immediately be able access the relevant Second Step program via the link in their email notification or by going directly to SecondStep.org.
   • "Pending" status means those users must create a Second Step account before they can access the program. They can create their account via the link in their email notification or by going directly to SecondStep.org and selecting Create Account.

Remind Users 

Change User Roles 

• Under User Action, click on the ellipsis (...) in row for desired user.
• Click Change to the desired role.
• User should receive email pertaining to their role change.

Remove a User

• Under User Action, click on the ellipsis (...) in row for desired user.
• Click Remove user.

User Roles

Ready to preview or teach the Second Step Elementary and Second Step Middle School digital programs or start online training for the Bullying Prevention Unit or Child Protection Unit? Click here