Escape User Management

Each district is responsible for maintaining and securing its users in the Escape Financial Management System. Therefore, it is essential that the district reviews and monitors its active users on an ongoing basis and ensures authorized access and proper user setup through the User Roles and Permissions activity. Preferably, there are only a few users with the capability to manage users with an Org Manager role for the System module.

Review System Users

Generate a list of active Escape user accounts for your district

In Escape, navigate to System > Setup > Users and select the following criteria: Disabled (N); Active (Y); Access All Orgs (N)

Review Escape user accounts for authorized access

Disable and/or deactivate any users that no longer need access to Escape by navigating to System > Setup > Users:
- Disable Login – Set to (Y) to disable the login process. Use this setting to temporarily restrict access that you expect to restore at a later date (i.e., employee on leave). To make the user login active again, set to (N).
  - Active - Set to (N) to deactivate the user. Use this setting to permanently remove a user that is no longer employed or will not be working on Escape. Also set Disable Login to (Y).
- Complete a Grid Account Request Form to deactivate Grid accounts associated with deactivated users.
- For SBCEO to process your request to deactivate a user, both of the following Escape User settings must be in place:
  - Disable Login - Set to (Y)
  - Active - Set to (N)