Difference between revisions of "Users"

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Users can be created, edited and deleted one by one or created and deleted in bulk.
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#redirect [[user management]]
 
 
==Create/Edit/Delete users==
 
 
 
User can be created, edited and deleted from the Manage Users Screen.
 
* Create User: The 'Add a user' icon creates a user one by one by filling in all the fields. Click 'Next' to select the students associated with this user.
 
* Edit User: The 'Edit a user' icon allows changes to be made about a user or changes regarding students associated with the user.
 
* Delete User: The 'Delete selected users' icon will delete the currently selected user. Multiple users can be deleted at once by selecting the tick boxes by the user’s names and selecting 'Delete selected users'
 
 
 
* Users 'Activated' status can be changed by selecting the users (ticking the tick boxes next to their names)and selecting the 'Activate selected users' or ‘Deactivate selected users' buttons.
 
 
 
[[Image:add_edit_delete.jpg]]
 
 
 
 
 
==Synch - Create/Delete users in bulk==
 
 
 
Synchronising is a process which updates the data held to ensure that data in two or more locations is the same. By clicking on the 'Synch' button the system will search all students and:
 
a) Create users who have children in school but  don't already exist
 
b) Delete users that no longer have any children in school.
 
This can take some time to complete.
 
 
 
'''The synch process:'''
 
 
 
*Do you want to set the new users' approved status as 'Approved'?
 
 
 
If the 'yes' option is selected then this option Activates the users account (In the Manage Users screen a tick will appear in the activated column). This status can be changed manually via the 'Activate/Deactivate selected users' buttons
 
 
 
*Are you sure you want to create and delete users in bulk? This can take time to complete.
 
 
 
This is a timely procedure so make sure you have enough time to complete this procedure. If the procedure is stopped mid-process then only those users will be created/deleted that were synchronised.
 
 
 
*Do you want to create users for only those contacts who have parental responsibility?
 
 
 
*Do you want to create users for only the priority 1 contacts?
 
 
 
If 'Yes' is selected then only users with priority 1 will be created whilst 'No' will create user accounts for both parents.
 
 
 
* Once users have been added, passwords need to be set via [[Generated passwords]]
 

Latest revision as of 15:28, 10 April 2018

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