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.

Review System Users

  • 1Generate a list of active 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)

    2Review Escape user accounts for authorized access and disable and/or inactivate any users that no longer need access to the system (i.e., separated employees and consultants)

    a. Disable and/or inactivate 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)

    b. Complete a Grid Account Request Form to deactivate Grid accounts associated with deactivated users.

      • To process your request, the following Escape User settings must be in place: Active - Set to (N); Disable Login to (Y)

    3Review User Setup to ensure User Roles and Permissions are valid

    In Escape, navigate to Finance or HR/Payroll > Reports > System12_SBCEO with Permissions (option b) and review each users setup for proper restrictions and controls. 


  • Role Matrix

    Security Best Practices

    User Report Instructions