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

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

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

• 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.

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

Edit a User

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

Reset a User's Password

• Click Reset Password

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

• 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

Sort and Search Users

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

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

The sorted results will be displayed accordingly.