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accudemia:7:administrator:manual:administration:user-accounts [2020/01/15 17:30]
nick
accudemia:7:administrator:manual:administration:user-accounts [2020/07/20 16:35] (current)
jorge
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- ​\\ ​ 
 {{::​accudemia_logo73.png?​nolink&​300|}} {{::​accudemia_logo73.png?​nolink&​300|}}
 +
 +[[accudemia:​7:​administrator:​manual:​classattendance:​referrals|Previous Article - Class Attendance: Referrals]] | [[accudemia:​7:​administrator:​manual|Table of Contents]] | [[accudemia:​7:​administrator:​manual:​administration:​user-groups|Next Article - Administration:​ User Groups]]
 +----
  
 ====== User Accounts ====== ====== User Accounts ======
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 === General === === General ===
-{{ :​accudemia:​7:​manual:​administration:​accudemia-administration2.jpg?​direct&450|}}+{{ :​accudemia:​7:​administrator:​manual:​administration:​accudemia-administration2.jpg?​nolink&600|}}
   * **First Name:** This is a required field that is stored as the Student'​s First name.   * **First Name:** This is a required field that is stored as the Student'​s First name.
   * **Middle Name:** This is an optional field that is stored as the Student'​s Middle name.   * **Middle Name:** This is an optional field that is stored as the Student'​s Middle name.
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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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   - First complete the General information from [[accudemia:​7:​administrator:​manual:​administration:​user-accounts#​create-user-accounts-general|Create User Account (General)]] above.   - First complete the General information from [[accudemia:​7:​administrator:​manual:​administration:​user-accounts#​create-user-accounts-general|Create User Account (General)]] above.
   - 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**: ​Allow you to limit the permissions ​given in the Role Group Template ​to only certain ​Centers, Location, or Groups +    ***Scope**: ​This is used to allow you to limit the permissions ​set they have to only access ​certain ​locations of the college. By defaultevery new **System User** is given College-level access until you limit them to a **Location**. 
-    ***Apply Template**:​ +    * **Apply Template**:​ 
-      * **College Administrator**:​ Can manage all settings, users and centers in the college.+      * **College Administrator**:​ Can manage all settings, usersand centers in the college.
       * **Center Administrator**:​ Can manage the settings of one center.       * **Center Administrator**:​ Can manage the settings of one center.
       * **Student Administrator**:​ The user is allowed to create, edit, manage, and remove students.       * **Student Administrator**:​ The user is allowed to create, edit, manage, and remove students.
       * **Tutor Administrator**:​ The user is allowed to create, edit, manage, and remove tutors.       * **Tutor Administrator**:​ The user is allowed to create, edit, manage, and remove tutors.
-      * **Instructor Administrator**:​ The user is allowed to create, edit, manage, and remove instructors. +      * **Instructor Administrator**:​ The user is allowed to create, edit, manage, and remove instructors. ​\\ //**NOTE:** You can create a Custom Role Group template. ​ [[accudemia:​7:​administrator:​manual:​administration:​advanced#​role-group-templates|Click here]] to learn more.// 
-    ***Permissions**:​ Accudemia lets a College Administrator create and modify each different User Role permissions.+    * **Permissions**:​ Accudemia lets a College Administrator create and modify each different User Role 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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    </​table>​    </​table>​
    </​html>​    </​html>​
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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'​s ​name(s). 
-  - A menu should ​pop up next to User Accounts, Click on **Sign-In Notifications**.+  - A menu should ​now display on the top bar above the User Accounts ​list, Click on **Sign-In Notifications** ​button. \\ {{:​accudemia:​7:​administrator:​manual:​administration:​accudemia7.0-administration-useraccounts-students-sign-innotifications.jpg?​nolink|}}
   - 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.
     *{{:​accudemia:​7:​manual:​administration:​accudemia-administration5.jpg?​direct&​550|}}     *{{:​accudemia:​7:​manual:​administration:​accudemia-administration5.jpg?​direct&​550|}}
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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)'​ security roles.
  
 === 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:​7:​administrator:​manual:​classattendance:​referrals|Previous Article - Class Attendance: Referrals]] | [[accudemia:​7:​administrator:​manual|Table of Contents]] | [[accudemia:​7:​administrator:​manual:​administration:​user-groups|Next Article - Administration:​ User Groups]] [[accudemia:​7:​administrator:​manual:​classattendance:​referrals|Previous Article - Class Attendance: Referrals]] | [[accudemia:​7:​administrator:​manual|Table of Contents]] | [[accudemia:​7:​administrator:​manual:​administration:​user-groups|Next Article - Administration:​ User Groups]]
 +