Active Directory Training for state associations

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Active Directory Training(for state associations)
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You can access the AD interface a couple of
different ways. First you can use the url
http//profile.iiaa.org. You will then be
prompted to login. Or you can login to the
IIABA site if you are a non-CBWS state, or login
to your own website provided you are a CBWS
participant. Once you login the red member
button will change to YourNames Info button.
Clicking on the YourNames info button will
take you to the AD login prompt.
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Put in your Active Directory user ID and
password (note your email address will no longer
work for this login. You will need to use your
AD login in this format firstname.lastname_at_XXass
ociation)
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This is the AD home screen. From here you have
2 choices. Edit your own personal information by
clicking on the My Account Management tab or by
clicking your name in the box on the center of
the page. Or to manage your members
or association staff Click on the Organizational
Management tab or in the Manage State Association
box.
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Clicking on the Organizational Management tab
will bring you to this page where you can manage
your members. This is the only page from which
you can add a new member. Before adding a new
members please do a search to make sure the
agency is not already in the AD data base. To
do a search click on the search Icon.
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To use this search it will be important that you
always check the Restrict Search to box in
order to only search the data for your state.
In addition you will want to select the Search
for criteria. When filling in the search
criteria to do a wild card search you can use
an before and after the text you enter if you
are not sure of the exact agency name. For
example When searching for The Smith Agency
you could type smith or smi to find that
agency. Other search criteria are pretty much
self explanatory.
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Note the results of the search. Simply clicking
on an agency will take you to that
agencys record where you can edit
the information. Also the agencies listed in red
are agencies that have been flagged as
Non-Members. If the agency you want to add is
not listed hit the back button or the folder with
the arrow to go back to the previous page where
you can then add the new agency.
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To add an agency click on the highlighted icon.
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Type in the agencys name. Please do not use any
special characters. Using ,-, /, etc. will
corrupt the record and will not add the agency
correctly.
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Add the agency name and check Manage New Child
Organization Now and select Submit
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You will be taken to a screen where you can
finish setting up the agency record. Click
on the Properties tab to fill in the detailed
information about the agency.
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Add the appropriate information and then scroll
down to the bottom of the page and click on the
Save button.
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To add a user to this agency click on the add
user icon.
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Add the users name. You have the option of
setting a password or if you leave it blank, the
default password will be the users national ID
number. If you want the user to be the agency
Admin click the Organizational Administrator
checkbox. If you need to add additional
information for this user click the Manage New
User Now checkbox. (note most of the time you
will want to add additional information so you
will want to check that box.)
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Add any additional information that is
appropriate and save the changes. (note This
screen, Manage User, is also the screen you
would navigate to in the future should you need
to reset the users password. You would not need
to know the old password to reset it from this
screen.) Click on the folder icon to return to
the agency record.
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Repeat the process to add additional users to
this agency. If you needed to add a branch
to this agency, this is the screen from which to
do that. Simply click on the highlighted icon
and repeat the process for adding an agency.
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If you need to add an additional agency (not a
branch) you will need to navigate back to the
main state folder. Either click on the
Organizational Management tab or you can
click on the state listed in the path.
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Once you are back to the state folder you are
ready to search for agencies or to add a new
agency. You should never add a user from this
page. All users should be put under specific
agencies. One other icon of note. To get
a listing of all agencies and branches in your
association in tree format click on the tree
icon.
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To access the folder to manage your state
association use the search feature to bring up
that folder. Search using the criteria XXassocatio
n and search for the State / Agency Acronym.
Once your association comes up just click on it
to be taken to the page where you can manage your
state association information.
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From this screen you can add users, edit user
information and set permissions. To edit a user
click on the user you want to edit.
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Edit any of the fields that are not grayed out as
needed. To change roles or permissions click on
the Groups and Roles tab.
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On this screen you can set the person up as an
Organizational Administrator if appropriate.
(state admins can edit their own record as well
as others in the association and all members
records.) If you are a CBWS participant you can
also set the permissions to edit content on your
website. After saving any changes, clicking on
the folder icon will take you back to the state
association folder.
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• Permanently deleting an agency or an individual
  is not a permission that you will have as a state
  administrator. Please contact Jack St John at
  IIABA to have any deletions done.

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• There is no log off button. Once you are done
  making changes simply close your browser. Please
  direct any questions to Jack St John.
  (jack.stjohn_at_iiaba.net)