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CASCAID Manager

FAQs

What is CASCAID Manager?

CASCAID Manager is a powerful management and tracking suite that allows you to monitor and evaluate your users’ activity and better support their career guidance supervision.

What is the cost of CASCAID Manger?

All CASCAID products include free access to the CASCAID Manager.

How can I access CASCAID Manager?

CASCAID Manager is accessible to advisers, teachers and administrators.

To access CASCAID Manager you will need your Licence Code and Manager Password. If you need a reminder of these please email enquiry@cascaid.co.uk or call 01509 226868.

Your Manager password should not be disclosed to students/users or anyone who you do not want to give access to.

CASCAID Manager can be found on the login page of our website

How do I set up students? (A Single User at a time)

The quickest way to create individual new users is to go to the homepage of the product, click on the ‘USE’ button and enter your licence code in the ‘Not signed up yet?’ section. You can then create a new user.

Alternatively, you can use the instructions below to create users in CASCAID Manager.

  • Click on ‘Create Users’ from along the top right of the screen.
  • Click on ‘Create Single User’ button.

IMPORTANT:

  • Every username must be different. It must be unique amongst all our users, not just your organisation.
  • Usernames must be at least 6 characters long (this can be a mixture of letters and numbers, upper case and lower case).
  • Passwords must be at least 6 characters long (this can be a mixture of letters and numbers, upper case and lower case).
  • Login slips can be printed and given to users or emailed to them (if they have supplied an email address).

How do I set up students? (Multiple Users at a time)

You can create up to 200 users at a time. We generate the usernames and passwords so you don’t have to.

  • In the CASCAID Manager
  • Click on ‘Create Users’ from along the top right of the screen.
  • Click on ‘Create Multiple Users’ button.
  • Enter how many users you want to create.

IMPORTANT:

  • Every username must be different. It must be unique amongst all our users, not just your organisation.
  • Usernames must be at least 6 characters long (this can be a mixture of letters and numbers, upper case and lower case).
  • Passwords must be at least 6 characters long (this can be a mixture of letters and numbers, upper case and lower case).
  • Login slips can be printed and given to users or emailed to them (if they have supplied an email address).

How do I set up students? (Upload an Excel file for Multiple Users at a time)

Within CASCAID Manager you can upload a list of users if you already have them stored electronically

  • Only the Excel format will work.
  • In this method, you must supply at least the first and last names.
  • Group can be left empty.
  • Email can be left empty.
  • Username & password can be generated by you. Alternative randomised details will be generated.
  • Click on ‘Create Users’ from along the top of the screen.
  • Click on ‘Upload an Excel file’ button.
  • Up to 500 users can be imported

IMPORTANT:

  • Every username must be different. It must be unique amongst all our users, not just your organisation.
  • Usernames must be at least 6 characters long (this can be a mixture of letters and numbers, upper case and lower case).
  • Passwords must be at least 6 characters long (this can be a mixture of letters and numbers, upper case and lower case).
  • Login slips can be printed and given to users or emailed to them (if they have supplied an email address).

How do I delete students?

Within CASCAID Manager:

  • Find the user in the user grid.
  • Tick the box to the left of the Group Name/Username to activate the buttons above.
  • Click on the ‘Delete’ button.
  • A message will be displayed to confirm you want to delete the selected user.
  • Click ‘Delete’ to confirm.

How do I change a student's password?

If a user’s password is shown as ****** this means that the password has been set by the user and therefore cannot be viewed in CASCAID Manager.

The password cannot be viewed for data security purposes but it can be reset. All visible passwords can be changed.

Change a user password

  • Find the user in the user grid.
  • Click on the username to view their full details.
  • Edit password by typing in the appropriate text box. This must be at least six characters long and contain at least one upper-case and one lower-case letter, and a number.
  • Click ‘Save’.

Reset a user password

  • Find the user in the user grid.
  • Click on the username to view their full details.
  • Click on ‘Reset Password’ button.
  • Type in the new password.
  • Click ‘Save’.

How do I find a user?

There are two methods of searching for users:

  • Sort the user grid by clicking on a column header – e.g. clicking on ‘username’ will sort alphabetically by username.
  • Go through the user grid using the page numbers and the ‘<’ and ‘>’ buttons at the top.

Or

  • Type the start of the user’s username into the search box. Alternatively you can search by first or last name, password or email.
  • Only the users who match the search term will be shown in the grid.

How do I change an email address for a group?

  • Tick the Circle to the left of the Group Name you wish to edit/add the email address to.
  • Click on the ‘Update Email’ button at the top of the screen.
  • Add or edit the email address in the box.

How do I change the name of a group?

  • Tick the circle to the left of the Group Name.
  • Click ‘Rename’.
  • Type in the new name.
  • Click ‘Save’.

How do I add/move students from one group to another?

See below for the different processes of adding users to selected groups:

Add some of the users from one group to another

  • This will keep the selected users in the group and add them to a second group.
  • Click on the Group Name where the user currently is.
  • Tick the boxes on the left of the selected usernames.
  • Click ‘Group Actions’.
  • Choose ‘Add to another group’.
  • Select the group you wish the user to be added to and click add.

Add the users to a new group 

  • Tick the boxes to the left of the selected usernames.
  • Click ‘Group Actions’ and select ‘Add to another group’.
  • Click ‘Add to new Group’.
  • Type in the name of the group.
  • Add a contact email address for the new group.
  • Click ‘Add’.

Move some of the users to another group 

  • This will remove the selected users from the group and add them to a second group.
  • Tick the boxes to the left of the selected Usernames.
  • Click ‘Group Actions’.
  • Choose ‘Move to another group’.

Move the users to an existing group 

  • Click ‘Add to Existing Group’.
  • Select a group from the drop down list.
  • Click ‘Add’.

Move the users to a new group 

  • Click ‘Add to a New Group’.
  • Type in the name of the group.
  • Add a contact email address for the new group.

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