1. self-paced eLearning series
People learn differently, roughly in 3 ways in varying measure;
Visual
Audio
Practice
Creating Solana Users

2. Optimize your learning environment!
A Laptop or Tablet can also be used as a 2nd screen
Connect a 2nd Monitor to your Computer
Open your eLearning lesson on one,
And Login to Solana on the other.
As you complete the lesson, navigate Solana to the appropriate location and see it in real time!

3. Creating Solana Users
During this lesson you will be asked to follow along in your Solana environment and complete a series of exercises.
Please allow approximately 45 minutes to complete the course.
‘Getting Started in Solana’
was the previous lesson in the series.

4. Navigating the Lesson
To advance to the next slide, use the Right Arrow, Enter or Spacebar.
Use the Left Arrow to go back.
Hit Esc to exit the lesson.

5. Creating Solana Users
Upon completion of this Lesson You will be able to
Identify User Groups and their applications
Create new Solana users
Edit existing Solana user rights
Provide your Cashiers and Managers their assigned PINs
Objectives 1st
Include enabling objectives, measurable objectives w/ ‘enablers’, knowledge or skills- these are called Terminal Objectives.

6. Creating Solana Users Key Topics Creating and Configuring Solana Users
User Groups and Rights Settings
Creating and Configuring Solana Users
Key Topics follow Objectives

7. Click on >Admin>Users Groups
User Groups and Rights Settings
When creating New User, the 1st thing you must do is assign them to a User Group, so we’ll begin there.
Click on >Admin>Users Groups
Remember, we’re TRAINING, beware the SME trap! Write from the perspective of a Newbie!
Explain why we’re we start here………now, let’s see how this applies
When creating New User, the 1st thing you must do is assign them to a User Group, so we’ll begin there.
Click on >Admin>Users Groups

8. Double Clicking on any Group will display Group Rights.
User Groups displays each group. Shown are the ones that come with Solana.
Double Clicking on any Group will display Group Rights.
User Groups displays each group. Shown are the ones that come with Solana.
Double Clicking on any Group will display Group Rights.
We’ll Double Click on School Manager to review those rights.
We’ll Double Click on School Manager to review those rights.

9. We’re looking at the Group Rights of the School Manager group.
Under Group Rights, Click on the blue arrow to open Community, Menus, POS, Inventory, Reports or Admin to display more specific rights.
We’re looking at the Group Rights of the School Manager group.
Under Group Rights, Click on the blue arrow to open Community, Menus, POS, Inventory, Reports or Admin to display more specific Rights.
We’ll Click the arrow next to POS.
We’ll Click the arrow next to POS.

10. You will Uncheck as needed to optimize your Groups.
User Groups and Rights Settings
We’ll Click on User Groups to return to the Main Screen and see how to create a new User Group.
POS includes rights for the typical
functions of a School Manager.
POS includes rights for the typical functions of a School Manager.
Under Group Access Rights, each right has 4 levels of control; Enabled (Read Only), Edit, Create and Delete. These are ON for all Rights by default.
You will Uncheck as needed to optimize your Groups.
In our example, we will allow School Managers to ‘see’ but not ‘change’ Menus. To do so, click on Menus, then uncheck Edit, Create and Delete.
We’ll Click on User Groups to return to the Main Screen and see how to create a new User Group.
Under Group Access Rights, each right has 4 levels of control; Enabled (Read Only), Edit, Create and Delete. These are ON for all Rights by default.
In our example, we will allow School Managers to ‘see’ but not ‘change’ Menus. To do so, click on Menus, then uncheck Edit, Create and Delete.
You will Uncheck as needed to optimize your Groups.

11. To create a New User Group click here.
User Groups and Rights Settings
To create a New User Group click here.
To create a New User Group click here.

12. Type in the name of your new group.
User Groups and Rights Settings
Type in the name of your new group.
Save when finished.
Type in the name of your new group.
Remember, all rights will be ON so edit the Group Access Rights accordingly.
Save when finished.
Remember, all rights will be ON so edit the Group Access Rights accordingly.

13. Time to exercise!
In User Groups, review the rights assigned to your User.
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Helpful Hints!
You’ll find User Groups under the Admin menu.

14. Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Go to User Groups and review various Groups and their rights. Will these do for your purposes? If not, update the existing rights or create a New Group and edit the rights.
Helpful Hints!
Group Access Rights control permission levels

15. User Groups and Rights Settings
Key Takeaways
User Groups start with identical rights that are all ON by default
Rights can be edited for each User Group
New User Groups can be created and rights edited as needed
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Next up, Creating and Configuring Solana Users

16. To add or edit Users, click>Admin>Users
Creating and Configuring Solana Users
To add or edit Users, click>Admin>Users
To add or edit Users, click>Admin>Users

17. Creating and Configuring Solana Users
You’ll see a list of all Users for your district in alphabetical order by Last Name.
and whether they are Active, Allowed to Login and if they’re locked out (more on that later).
You can re-sort the list by clicking on the column heading.
You’ll see a list of all Users for your district in alphabetical order by Last Name.
and whether they are Active, Allowed to Login and if they’re locked out (more on that later).
You can re-sort the list by clicking on the column heading.

18. Creating and Configuring Solana Users
You can search for Users by entering some or all of the User Name, First Name or Last Name in the Search Box. Then hit Enter on the keyboard to find records that Contains or Starts With the letters entered.
Or, you can click the filter icon to select either Contains, Starts With or Is Equal To.
You can search for Users by entering some or all of the User Name, First Name or Last Name in the Search Box. Then hit Enter on the keyboard to find records that Contains or Starts With the letters entered.
Or, you can click the filter icon to select either Contains, Starts With or Is Equal To.
We’ll double-click on Horizon Administrator to look at User Settings.
We’ll double-click on Horizon Administrator to look at User Settings.

19. Here, you can edit User settings for existing Users.
POS setting are provided for logging into Sales Terminals at the assigned sites.
There is no Password displayed for the Solana web portal login. Each Users creates and maintains their own.
PINs must be unique across the district
Here, you can edit User settings for existing Users.
There is no Password displayed for the Solana web portal login. Each User creates and maintains their own.
The Site assignments restrict universal access to data. Users can only log into their assigned sites and see data on Reports only for those sites. Use the Arrow keys to move selected sites to the right.
POS setting are provided for logging into Sales Terminals at the assigned sites.
PINs must be unique across the district
The Site assignments restrict universal access to data. Users can only log into their assigned sites and see data on Reports only for those sites. Use the Arrow keys to move selected sites to the right.

20. Be sure to Inactivate Users who should no longer access Solana.
To provide temporary access, enter the # of days to allow a User to be Active from the creation of the record
System Options allow your Administrator to monitor and control logins, for example Inactivating Users by unchecking the Active box.
Be sure to Inactivate Users who should no longer access Solana.
To provide temporary access, enter the # of days to allow a User to be Active from the creation of the record
System Options allow your Administrator to monitor and control logins, for example Inactivating a User by unchecking the Active box.

21. Be sure to Save any changes you make, it does not autosave.
Click User Maintenance to return to the Main Screen. It’s time to create a new User.
Locked means the User has been locked out, due to 5 incorrect login attempts, lasting 30 hrs., and cannot be undone! This applies to both web and terminal logins.
Allow Login is used primarily for Users who do not log into to website but have Back of the House assignments such as receiving Orders or editing Production records.
Be sure to Save any changes you make, it does not autosave.
Click User Maintenance to return to the Main Screen. It’s time to create a new User.
Locked means the User has been locked out, due to 5 incorrect login attempts, lasting 30 hrs., and cannot be undone! This applies to both web and terminal logins.
Allow Login is used primarily for Users who do not log into to website but have Back of the House assignments such as receiving Orders or editing Production records.

22. Creating and Configuring Solana Users
Click on New User
Click on New User

23. Creating and Configuring Solana Users
When creating a New User, the first screen requires you to select a User Group for that user.
Click the Blue Arrow, then select by clicking on your selection.
When creating a New User, the first screen requires you to select a User Group for that user.
Click the Blue Arrow and double-click to select from the list.

24. When you’ve selected the User Group the Select Sites option appears.
Others, like those in the Administrator Group, may want the check Select All. They will be assigned to all sites.
When you’ve selected the User Group the Select Sites option appears.
When you’ve selected the User Group the Select Sites option appears.
Click on Select Sites and assign the User to the appropriate Sites. Our example user needs to see data and reports for Horizon Elementary 2 & 3 so we’ve checked those sites.
Others, like those in the Administrator Group, may want to check the Select All. They will be assigned to all sites.
Click on Select Sites and assign the User to the appropriate Sites. Our example user needs to see data and reports for Horizon Elementary 2 & 3 so we’ve checked those sites.

25. Creating and Configuring Solana Users
Under User Name, complete and Confirm , First Name and Last Name.
For security purposes, do not create generic accounts for website users.
The address will be the User Name in Solana.
Under User Name, complete and Confirm , First Name and Last Name.
The address will be the User Name in Solana.
Users who log into the Solana website, including your Cafeteria Managers, must have a unique, valid address.
For security purposes, do not create generic accounts for website users.
Users who log into the Solana website, including your Cafeteria Managers, must have a unique, valid address.

26. Creating and Configuring Solana Users
Typically, Cashiers do not log into the Solana website, only the site terminal , but an entry is required.
Provide a ‘phony’ address, like for each Cashier.
Anyone logging into the site terminals (not the Solana website) will do so with a unique, 4 digit PIN.
Typically, Cashiers do not log into the Solana website, only the site terminal , but an entry is required.
Provide a ‘phony’ address, like for each Cashier.
Anyone logging into the site terminals (not the Solana website) will do so with a unique, 4 digit PIN.
Because you may have a large number of Managers, Cashiers and others needing unique Usernames and PINs, you may want to create a list in Excel, and determine these values beforehand. This will also help you distribute these PINs to the Users.
Because you may have a large number of Managers, Cashiers and others needing unique Usernames and PINs, you may want to create a list in Excel, and determine these values beforehand. This will also help you distribute these PINs to the Users.

27. Creating and Configuring Solana Users
Be sure to Save the record for each User.
Input the User’s unique PIN here.
Your Food Service Director or Site Supervisors can provide the Blind Balancing and POS Refund (from Terminal) options.
Configure System Options as needed. The default values are shown.
Input the User’s unique PIN here.
Your Food Service Director or Site Supervisors can provide the Blind Balancing options.
Configure System Options as needed. The default values are shown.
Be sure to Save the record for each User.

28. Creating and Configuring Solana Users
Once you’ve Saved the record, an will be sent to the address of the User you created.
In the will be a link, active for 48 hours, to create a login password ID.
Your Users will follow the link and create their password.
The Passwords Requirements are provided to the User.
Once you’ve Saved the record, an will be sent to the address of the User you created.
In the will be a link, active for 48 hours, to create a login password ID.
Your Users will follow the link and create their password.
The Passwords Requirements are provided to the User.
If the link expires (48 hours from creation), the User can go to the Solana login, enter their User Name (the same as the address) and select Forgot Your Password. A new will be sent containing the link to reset the password.
If the link expires (48 hours from creation), the User can go to the Solana login, enter their User Name (the same as the address) and select Forgot Your Password. A new will be sent containing the link to reset the password.

29. Create your list of Cashiers and Managers in Excel.
Creating and Configuring Solana Users
Time to exercise!
Create your list of Cashiers and Managers in Excel.
Helpful Hints!
Managers will need a valid address for web login
All Users logging into site Terminals will need a unique, 4 digit PIN.

30. Go to Users and add a User as a Cashier and a Manager.
Creating and Configuring Solana Users
Time to exercise!
Go to Users and add a User as a Cashier and a Manager.
Helpful Hints!
It’s best to create a list (in Excel is good), and list all your Users and assign unique 4-digit PINs for each Cashier and Manager.
Remember, a Manager will need both a web login and site PIN.

31. A User must be created for every staff member using Solana
Creating and Configuring Solana Users
Key Takeaways
A User must be created for every staff member using Solana
s and PINs must be unique
Users should be Inactivated when they leave the district
Wrap up the topic
*Each User must belong to a User Group
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

32. Congratulations, You’re A Solana user expert!
Please, don’t hesitate to:
Make a list of your Users, making sure to assign Cashiers and Managers a unique PIN
Create those Users
And, distribute the PINs to the Managers and Cashiers
And, cross this Task off your Implementation bucket list!

33. Thanks for your time and effort. It will be worth it!