How do I set up delegated reporting?

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We believe that in order for student activity data to be actionable, it should be accessible to the right people including teachers, counselors, parents*, etc. The school admin, therefore, has the ability to create delegated reporting groups and allow users access to student activity reports and email alerts. Click here to learn what information is accessible to Delegated Reporting Group users. 

Note that only the super admin has the authority to create, edit, and delete Delegated Reporting Groups.

New Delegated Reporting Group

  1. Log in to your Securly account
  2. Navigate to the Staff tab
  3. To create a new group, click on "Create faculty group". A pop-up will be launched where you enter the group name and the email(s) of the teacher, staff member, etc. Separated by a comma.   Nucleus UI view create_new_faculty_group.pngOlder UI viewdelegatedreportingnew1.jpg
  1. Note that you need to enter at least one email to create a group. 

  1. Select from the checkboxes for the tabs you want to allow Delegated Reporting Group users to see when they log in.                                                                                                                          Nucleus UI view                                   details.png
    Older UI view                                                                             DAforAuditor1.jpg
  2. To enable Delegated Reporting Users to receive blocked activity email alerts and flagged activity email alerts for Filter, first select the "Configure Email Alerts" button and then select the relevant checkboxes. You can also choose which types of emails should be sent - those for flagged sentiments, flagged sites, or flagged keywords. You can choose from all three and the delegated reporting user will receive email alerts for all such activities for their assigned OUs.                         DAforAuditor6.jpg
  3. If you are an Auditor+ user, you will also be able to create Custom Email Alerts and delegate monitoring of flagged Auditor activity. Click here to learn how to set up Custom Email Alerts. DAforAuditor2.jpg

Add Permission to View OUs

Once a newly delegated reporting group has been created, you need to assign OUs to the group. Delegated reporting users will be displaying reports only to students belonging to those OUs.

Nucleus UI view

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Older UI view

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Add Users to a Group

To add a staff member or teacher to an existing group, click on (...) on the right side of the screen, then click on 'Add User'. A pop-up will be launched where you can enter the email(s) of the teacher, staff member, etc. Separated by a comma.

Nucleus UI view

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Older UI view

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*To learn more about parent’s access to their kid’s activity click here.

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