🎦 Security and User Management Videos

The Security section is for administrative staff who create new Sandata EVV users, make updates to Sandata EVV user accounts and ensure that users are allowed to access the features they need. You can also change your own password in the Security section.

Security Overview (1 min)

Do you create or manage accounts for people who log into Sandata EVV? This video provides a quick overview of the Security section and how it's used to add, delete and edit users and reset passwords. This video will introduce you to the Security tabs of Manage Users, Manage User Roles, and Change Password.

Manage Users Screen (1 min)

Users are staff members who are authorized to use Sandata EVV. This video will show you how to search for a user, and to see how this tab can be used to create, update and delete accounts for users. Watch this video for an overview of the Manage Users tab.

Create Users (4 min)

Do you need to add new users? You will use the Create Users screen to do this. Watch this video to learn how to create a new user, and understand the roles (Coordinator, Assistant Coordinator, Security Administrator) to which you can assign the user.

Modify Users (2 min)

Do you have a user who has new responsibilities and needs different access within Sandata EVV? Access is controlled through individual permission (privileges) and roles (collections of privileges), such as Coordinator, Assistant Coordinator, and Security Administrator. Watch this video to learn how to modify a user's role, and how to reset their password if needed. 

User Account Lock/Unlock (2 min)

Do you have a user who will be taking an extended leave of absence? Or maybe one of your users has been locked out after trying to log-in too many times. Sandata EVV accounts can be locked to temporarily restrict access (or after too many unsuccessful logins.) Watch this video to learn how to manually lock and unlock Sandata EVV accounts. 

Delete User (2 min)

Did one of your employees leave? Then you need to remove their ability to sign into Sandata EVV. This video will tell you how to do that. Watch this video to learn how to delete a Sandata EVV account. 

Security - Change Password (1 min)

Do you need to change your Sandata EVV password? It is really easy to do. This quick video will show you how.

Delete User Role (2 min)

Access to different parts of Sandata EVV is controlled by individual permissions. Your agency can create a user role to set up a particular set of permissions. Some roles are created by Sandata and should not be deleted. If your agency created a User Role, you can delete this user role if it no longer suits your needs. This video explains how to remove a user role your agency created, and why to proceed with caution when removing them.