# Users

This feature allows users to manage all the web user accounts in the system.

## Access and Navigation

To access this module, go to **Users** > **User Setup** > **Users**

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If you cannot view the link from the list, check the privilege assigned to your account or role.

{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
{% endhint %}

## Import New Users via CSV file

Using the import feature significantly reduces the time and effort required to create user accounts individually.

* Click **Import** on the upper right portion

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* 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 -** define the set of privileges assigned to a user, determining what actions they can perform and what information they can access. These roles should be selected from predefined User Roles and can include multiple roles separated by a "|" for flexibility and comprehensive access control

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

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FF3wuPlsHPU8kz9igjFTU%2Fimage.png?alt=media&#x26;token=40caf350-a621-4ddf-a537-fc94b4ce6e09" alt=""><figcaption></figcaption></figure>

## Create a New User

This function is specifically designed for creating non-student and non-faculty users. Users such as guardians, students, or faculty members should be created through their respective modules: the Student module for students and the Faculty module for faculty members.

However, once created, **all users**, including students and faculty, can be managed from this module. This centralized management ensures administrators have a unified view and control over all user accounts, streamlining updates, role adjustments, and other administrative tasks.

* To manually create a user, click **+ New User**
* Fill out the necessary details:
  * **First, Middle, Last Names**
  * **Email -** must be unique
  * **Contact Number -** must be numbers only ex. 09XX XXX XXXX
  * **Roles -** define the set of privileges assigned to a user, determining what actions they can perform and what information they can access. These roles should be selected from predefined User Roles and can include multiple roles separated by a "|" for flexibility and comprehensive access control
* Click **Add User** once done

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FeBB2UuKkKd2Itp3jAAFO%2Fimage.png?alt=media&#x26;token=9cf5877d-740b-49b2-8ce2-5078f6b61d05" alt=""><figcaption></figcaption></figure>

## Edit a User

To edit, click the **Pencil** button of the user and modify the contents as needed. Click **Save Changes** once completed

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## Reset a User's Password

* Click **Reset Password**

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* It will prompt you to confirm the action. Click **Yes**

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FZ2WhotQuJlS2H9dQjkD7%2Fimage.png?alt=media&#x26;token=454b271e-e9e9-4471-98e5-da9c0e42ef78" alt=""><figcaption></figcaption></figure>

* The user will receive an **email notification** containing the link to change the password. Kindly ensure that the notification for the **Reset Account Authentication** is enabled

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FODKxVawm9nDD0Rnixdra%2Fimage.png?alt=media&#x26;token=009939a2-976c-475f-a415-40c2d067effc" alt=""><figcaption></figcaption></figure>

## Sort and Search Users

To search, click the M**agnifying Glass** icon in the upper-right corner of the page, enter a keyword, and press Enter. The relevant search results will then be displayed.

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FsGRhKrKEfMWAzdx4ww3s%2Fimage.png?alt=media&#x26;token=8565031d-cf2e-4eed-9510-b86206ff5893" alt=""><figcaption></figcaption></figure>

To sort, click the **Arrow Down A-Z** icon in the upper-right corner of the page and select a sorting option:

* Email
* First Name
* Last Name
* Middle Name

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2F3ROCj1b7GICc92ghh9fh%2Fimage.png?alt=media&#x26;token=ba37ba10-0951-4f13-99f2-e1d9ed1a10b2" alt=""><figcaption></figcaption></figure>

The sorted results will be displayed accordingly.
