Users

Last updated: May 8, 2020 by JTG

Purpose: To manage all the web user accounts in the system

Prerequisite/Dependencies: User Roles

Output: New web user accounts in the system

Go to Users > User setup > Users

Importing New Users (via CSV file)

Using import saves time from creating users one by one.

1) Click Import on the upper right portion.

2) It will prompt the required data for a successful import:

• Email - must be unique

• Contact Number - must be numbers only ex. 09XX XXX XXXX

• Roles - what set of privileges should the user have?; should be from User Roles and can be multiple separated by "|")

A template is also provided where these data can be inputted.

3) Once all data is provided and attached, don't forget to click Import.

Creating a New User

Only non-student and non-Faculty should be created in this function. Users who are Student or Faculty should be created on Student or Faculty modules separately.

Although this is the process, note that ALL users including Students and Faculty (once created) can be managed from this module.

1) To manually create a user, click + New User.

2) Fill out the necessary details:

• First, Middle, Last Names

• Email - must be unique

• Contact Number - must be numbers only ex. 09XX XXX XXXX

• Roles - what set of privileges should the user have?; should be from User Roles and can be multiple separated by "|")

3) Once done, don't forget to click Add user.

Editing a User

Click the pen button of the user and modify the contents as needed

Resetting a User's Password

1) Click Reset Password.

2) It will prompt to confirm action. Click Yes.

3) The user will receive email notification containing the link to change password.

Searching a User

Click the search bar on the right side and type the name to search

Sorting all Users

Click the sort button on the right side

All filters - alphabetical A-Z or Z-A

Frequently Asked Questions (FAQs)

Pending content