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Users

Note: Your actual access is set by your college administrator, so some of the sections here might not apply to you.

How to Access: General > Users

Purpose: Used to create, edit, and manage the Users in AccuCampus.

User Buttons

These are the main options located above the list of Users and their use.

  • Create New - Use this option to create a new User. This can be a User of any role(or different roles).
  • Request Password Change - Use this option to request a password change for a User.
  • Send message - Use this option to send a message to a User (Messages can be combinations of On-screen Notification, an email, or a text message).
  • User Groups - This allows you to create a User Group for reporting. Note: To create a new security Role that you can assign a User to in AccuCampus you would go to the Advanced Options > Settings > Roles section.
  • Staff Registered to All Courses - Use this option to quickly assign Staff available in all Courses.
  • Roles Filter - This filters the current view of the Users on this screen to only show the Users with the selected security Role.
  • Search Filter (Magnifying Glass) - This filters the current view of the Users on this screen only to show the Users that match the typed search criteria.

User Options

On the right-hand side of every User Group in this list, you have a few options, and this is their function and purpose:

  • Delete - Use this option to delete this User. A confirmation message will prompt you to confirm the deletion to be less likely to be deleted by accident.
  • More Actions - Click here to get the following options:
  • Checkout Media - Use this option to view and checkout media for Users.
  • Manage Groups - Use this option to view and assign the User to a User Group.
  • Print Badge - Use this option to print the Event badge you've designed for just this User.
  • Print Certificate - Use this option to print the Event certificate you've designed for just this User.
  • Print QR Label - Use this option to quickly print the card number of the User to easily scan a QR-label for tracking attendance using the AccuCampus app.
  • Request Password Change Use this option to request just this User reset their password.
  • Send message - This allows you to send a message to a User (This can be an On-screen Notification, an email, or a text message).
  • Session Registration - Use this option to view and edit this Users Session Registration for an Event.
  • Student Enrollment - Use this option to view and edit this Users Course Enrollment.
  • User Profile - Use this option to view and edit this Users profile information.
  • View Action Plans - Use this option to view and edit this Users action plans.
  • View Center Attendance - Use this option to view and edit this Users Center Attendance.
  • View User Activity - Use this option to view and edit this Users activity while logged into AccuCampus.
If you do not see all of this option, it may be based on your level or permissions set in AccuCampus.

Create New User

This section can create any User we want in AccuCampus.

Tags

This may not seem that obvious in the screenshot above, but the button allows you to create a tag for notifications, rules, action plans, filter reports, and more!

General Information

  • First Name - This is the user First Name; it is Required
  • Middle Initial -This is the user Middle Initial; it is Optional
  • Last Name - This is the user Last Name; it is Required
  • Email - Required- The email is used to identify the user uniquely; it must be unique across all the users in the system. It also allows users to log in, reset their password and receive messages and notifications. The email has to be unique across all the users too.
  • Card Number - Optional, but recommended if allowing students to scan into the Center. The card number is useful if you plan to track attendance by reading physical cards using a card reader or the mobile app for iPod touch/iPhone/iPad.
  • Password - Optional; this is only required if the user logs into AccuCampus to work in the system or schedule appointments.
  • Repeat - Optional; this is only required if you entered a password; repeat it here to verify it is correct.
  • Active - Optional. Specifies whether the user is active or not. 'Yes,' or 'No' values are accepted. Defaults to 'Yes.'
  • Photo Upload - Optional, but will allow others to see an image of this User in AccuCampus.

Postal Address

  • Street Address - Optional. Specifies the user's street address.
  • City - Optional. Use this option to set the user's city.
  • State - Optional. Use this option to set the user's state.
  • Zip Code - Optional. Use this option to set the user's zip code.

Phone numbers

  • Mobile - Optional. Use this option to set the user's Mobile.
  • Home - Optional. Use this option to set the user's Home phone.
  • Work - Optional. Use this option to set the user's Work phone.

Security

  • Roles List selection - Required. Select the Role (or Roles) for this user from the list.
  • Scope List selection - Required. Select the Scope (or Scopes) associated with this user from the list.

To remove a Role or Scope, click the minus sign next to it once it's been added. There will also be an undo circular arrow button on the screen; this is useful if you accidentally chose the wrong one when deleting, adding it back, and selecting the correct one to remove.

Virtual Sign-in

* Session URL - Optional. Please select the URL to be used for Virtual Sign-in Sessions.

If you want to create more than the default User Roles built in AccuCampus visit the Advanced Options > Settings > Roles section.

Save the User!

Click the Save button at the bottom of this page to finish this process.


Request Password Change

To all users in the account - Use this option to request everyone in AccuCampus to reset their password.

To all users with a specified role - Use this option to request every User with a specified Role that is selected in the drop-down menu to reset their password.

To specific users - Use this option to request specific Users in AccuCampus to reset their password.


User Groups

In this section you can assign your Users into User Groups for Reports, Notifications and Rules you setup in AccuCampus.

User Group Buttons

  • Create New - Use this option to create a new User Group, give it a brief Description, and make the group Private (meaning only you see it) or not (other admins see it too). You can then assign Users to this group manually or save it from importing the Users to this User Group later.
  • New Dynamic Group - Use this option to create a new User Group, give it a brief Description, and make the group Private (meaning only you see it) or not (other admins see it too). The difference with this option is the dynamic User Group can be updated automatically based on several Role, Tag, or Profile.
You can also choose how often this User Group is updated (which may be based on how frequently your imports run).
  • Users - This button takes you back to the list of Users.

User Groups List Options

You'll notice on the right-hand side of every User Group in this list you have a few options, and this is their function and purpose:

  • Members - This option lets you view and assign Users as members of this group
  • Delete - Use this option to delete this User Group. A confirmation message will prompt you to confirm the deletion to be less likely to be deleted by accident.
  • More Actions - Click here to get the following options:
    • Assign Tags to Members - Use this option to tag all members of this group.
    • Print QR Labels - Use this option to quickly print the card numbers of every member of this User Group to easy to scan QR labels for tracking attendance using the AccuCampus app.
    • Unassign Tags from Members - Use this option to remove a tag from all members of this group.
If you do not see all of these options, it may be based on your level or permissions set in AccuCampus. Talk to your Accudemia administrator

Create New User Group

  • Name - This is the name of the User Group you want to create.

* Description - This is an optional field to explain what defines this User Group.

Sharing Options

  • Share this Group - If you are the only person that needs access to this group, please leave this option unchecked, otherwise please check this option, and a new set of options will show under “Sharing.”
    • Roles with view access - Please select which Role or Roles will have view access to this group.
  • Roles with edit access - Please select which Role or Roles will have edit access to this group.
  • Only users with this scope - Please select which scope or scopes will be associated with this group.

Save Options

  • Save - This saves the User Group for you to add Users to later.
  • Save & Add Users - This saves the group and allows you to assign Users to the User Group immediately.

New Dynamic User Group

  • Name - This is the name of the User Group you want to create.
  • Description - This is an optional field to explain what defines this User Group.
  • Conditions - This sets the conditions required to be included as part of this group based on Role, Tags, or Profile information.
  • Share this Group - If you are the only person that needs access to this group, please leave this option unchecked, otherwise please check this option, and a new set of options will show under “Sharing.”
  • Roles with view access - Please select which Role or Roles will have view access to this group.
  • Roles with edit access - Please select which Role or Roles will have edit access to this group.
  • Only users with this scope - Please select which scope or scopes will be associated with this group.
  • Refresh Every - This is a required field to specify how often this dynamic group is rebuilt using the group rules.
  • Conditions - This is a required field to specify logical rules for the creation of the group

Staff Registered to All Courses

Here you'll see a list of the staff assigned to help in all courses and assign more staff to help with all Courses.

To add someone to this list, type their name to search for them, select them once they show in the drop-down menu, and then click the Add Staff button.

Adittional documentation