Setting up your Users

Setting up your users in Perspective Lite is an important first step in ensuring the right people have secure access to the data and modules they need. Whether it's general data or specific LA-produced reports, managing user access helps ensure sensitive information is only visible to the appropriate staff. 

Quick Steps

1. Navigate to Settings (cog icon)
2. Manage Users
3. Create New User and add the details
4. Save
5. Send Welcome Email

Need More Detailed Help?

To add a new user to Perspective Lite, click the cog icon on your main toolbar and then click Manage Users.

Then, click Create New User.

You are then prompted to enter the details of your new user; the top three fields are all mandatory.

For security purposes, we strongly recommend that each user account is set up using a named individual email address wherever possible; where a role-based mailbox is used (e.g., head@ or office@), it should be owned and used by a single named account holder and not shared between staff.

The Code field is simply a way to enter a custom value that appears in some reports or columns in Perspective; it's usually the person's initials.

When you're finished, click Save User, and then click Send Welcome Email to send them their new account activation link and username.

Once saved, you can also modify their permissions via the Permissions tab. For more information, click here.

That's it! Your new user has been set up, and you can generate a welcome email by clicking Send Welcome Email.

To set up additional users, navigate back to the Manage Users page and repeat the process.

Please note that your Local Authority can request that admin users be set up on your behalf. This ensures the right people have access to vital school data and helps alleviate some of the administrative burden on the headteacher.

When the request is set up, the headteacher is emailed automatically, requesting their permission to process the request. Once confirmed, our Support Team will create that account on their behalf and let the LA know.

Email Already in Use Error

If you see an 'Email Already in Use' error when setting up a user, here’s why and how to fix it.

Possible Causes:

• The email is associated with an archived user in your system.
• The user already has an account at another school using the same email.
• The email address is in our database but not linked to an account (previously deleted).

Steps to Resolve:

Firstly, check your archived user list. You can do this by clicking on the Settings Icon > Manage Users > View Archived Users. Search whether the user is on that list, and if they are, click Reactivate. This will restore the user to your Perspective account.

If you've checked and they're not on your archived list, you'll need to check with our Support Team.

Before you do, you can set the user up as normal but use a temporary or fake email in the meantime (a useful tip is to use the exact email address but pop a number in it, for example, [e-mail])

Once you've done this, let the support team know the user information and what their correct email address should be.

They can then correct the issue or, if necessary, merge the account across all schools they have access to. 

The Support Team can be contacted at [e-mail].