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accudemia:7:administrator:manual:administration:user-accounts [2020/01/15 17:27] – [Create Student Account] nick | accudemia:7:administrator:manual:administration:user-accounts [2020/07/20 16:35] – jorge | ||
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{{:: | {{:: | ||
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+ | [[accudemia: | ||
+ | ---- | ||
====== User Accounts ====== | ====== User Accounts ====== | ||
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=== General === | === General === | ||
- | {{ : | + | {{ : |
* **First Name:** This is a required field that is stored as the Student' | * **First Name:** This is a required field that is stored as the Student' | ||
* **Middle Name:** This is an optional field that is stored as the Student' | * **Middle Name:** This is an optional field that is stored as the Student' | ||
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* **Gender:** This optional field can be set to help ID your Student population by Gender. | * **Gender:** This optional field can be set to help ID your Student population by Gender. | ||
* **Admin Notes:** Use this field to keep any permanent notes about the User. | * **Admin Notes:** Use this field to keep any permanent notes about the User. | ||
+ | * **Connect Link:** Use this field to keep the user online link to be used for online Appointment Sessions. | ||
* **Emails:** Use one of the following options to Add, Edit or Remove an Email Address for the user. | * **Emails:** Use one of the following options to Add, Edit or Remove an Email Address for the user. | ||
* **Phone Numbers:** Use one of the following options to Add, Edit or Remove a phone number for the user. | * **Phone Numbers:** Use one of the following options to Add, Edit or Remove a phone number for the user. | ||
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* **Student** - Thie role is used to track their **Center Attendance** to the **Center**. | * **Student** - Thie role is used to track their **Center Attendance** to the **Center**. | ||
* **Tutor** - Thie role is used to meet with Students and track work hours in the **Center**. | * **Tutor** - Thie role is used to meet with Students and track work hours in the **Center**. | ||
- | * **Professor** - Thie role is used to report visits by **Students** in the **Center**. | + | * **Instructor** - Thie role is used to report visits by **Students** in the **Center**. |
* **System User** - Thie role is used to manage **Center Attendance** to the **Center**. | * **System User** - Thie role is used to manage **Center Attendance** to the **Center**. | ||
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<note tip>If you want your **Tutor** to be able to assist with all courses use that checkbox at the top.</ | <note tip>If you want your **Tutor** to be able to assist with all courses use that checkbox at the top.</ | ||
- | ===== Create | + | ===== Create |
- First complete the General information from [[accudemia: | - First complete the General information from [[accudemia: | ||
- | - Next under the **Security** tab select | + | - Next under the **Security** tab select |
- | - Under **Professor | + | |
+ | ==== Instructor Assignments ==== | ||
+ | - First, search for, select the **Instructor**, | ||
+ | - Under **Instructor | ||
- Once finished you can click on **Save Changes** and you'll be redirected to the User Account Dashboard. | - Once finished you can click on **Save Changes** and you'll be redirected to the User Account Dashboard. | ||
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- First complete the General information from [[accudemia: | - First complete the General information from [[accudemia: | ||
- Next under the **Security** tab select System User in **Roles**. | - Next under the **Security** tab select System User in **Roles**. | ||
- | - Under **Roles** you will be able to edit the user's: | + | - Under **Roles** you will be able to edit the users': |
- | ***Scope**: | + | ***Scope**: |
- | ***Apply Template**: | + | * **Apply Template**: |
- | * **College Administrator**: | + | * **College Administrator**: |
* **Center Administrator**: | * **Center Administrator**: | ||
* **Student Administrator**: | * **Student Administrator**: | ||
* **Tutor Administrator**: | * **Tutor Administrator**: | ||
- | * **Instructor Administrator**: | + | * **Instructor Administrator**: |
- | ***Permissions**: | + | * **Permissions**: |
- Once finished you can click on **Save Changes** and you'll be redirected to the User Account Dashboard. | - Once finished you can click on **Save Changes** and you'll be redirected to the User Account Dashboard. | ||
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</ | </ | ||
</ | </ | ||
+ | |||
+ | |||
===== Searching for User Accounts ===== | ===== Searching for User Accounts ===== | ||
To find a specific user is fairly simple, you can find a menu in the right hand side of the page titled **Search**. You have several options to filter your search when searching for a user, you can use their: | To find a specific user is fairly simple, you can find a menu in the right hand side of the page titled **Search**. You have several options to filter your search when searching for a user, you can use their: | ||
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To send **Notifications** a user you must follow the steps below: | To send **Notifications** a user you must follow the steps below: | ||
- Search for the student(s) that you are looking for. | - Search for the student(s) that you are looking for. | ||
- | - Select the student(s) by checking the **check-box** next to the users name(s). | + | - Select the student(s) by checking the **check-box** next to the user' |
- | - A menu should | + | - A menu should |
- A pop-up menu will appear and you will be able to select as many locations as you want for the user to get notifications from. you will also be able to put more than one email to send the notifications to. | - A pop-up menu will appear and you will be able to select as many locations as you want for the user to get notifications from. you will also be able to put more than one email to send the notifications to. | ||
*{{: | *{{: | ||
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==== Manage User Roles ==== | ==== Manage User Roles ==== | ||
+ | Once you've selected the User(s) then use this button to quickly manage the user(s)' | ||
=== Print QR labels === | === Print QR labels === | ||
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=== Appt Link (NEW) === | === Appt Link (NEW) === | ||
+ | Once you select the student(s) in the list you can click this button to set up a quick appointment. | ||
+ | |||
=== Delete Users === | === Delete Users === | ||
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[[accudemia: | [[accudemia: | ||
+ |