User Management
The following section provide information about creating and managing user accounts for staff with access to your sERP installation. Access roles and privileges make it possible to limit access to specific aspects of the system.
Adding a New User
From the welcome menu, click on “Manage Users”.
Click on “Add New User” (+)
Enter the following:
User Type: select the desired role for the user. In addition to creating logins for staff, user accounts and login credentials can also be created for students or parents/guardians, in order to be able to access the student and parent portals respectively.
Note
For staff:
Select “Staff”
In the box next to “Link User to Staff”, select the staff you wish to create an account for from the list of staff
For student:
Select “Student” as the “User Type”
In the box next to “Link User to Student ID”, enter the ID of the student you wish to create a user account for
For parent:
Select “Guardian” as the “User Type”
In the box next to “Link User to Student(s)”, enter the IDs of the student whose parent or guardian you are creating a user account for. You can add multiple student IDs seperate by a comma
Tip
User roles have predefined permissions. Individial user permissions can subsequently be updated by modifying the user’s details.
Username: enter a username for the user
Password: enter a password for the user
Retype Password: re-enter the user’s password
Click “Add User”
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Modifying User Details
From the welcome menu, click on “Manage Users”.
Click on “Edit User” () in the “actions” column for the user you wish to modify
You can update user’s details from the “User Details” pane. You can also view and manage user system privileges from the “User Access Restriction” pane
Click “Modify User” to update user information
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Deleting a User
From the welcome menu, click on “Manage Users”.
Click on “Delete User” (x) in the “actions” column for the user you wish to delete
From the confirmation dialog box, click to confirm the deletion
Warning
Deleting data is an irreversible process
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Changing your Password
From the welcome menu, click on “Change Password”.
Type in a new password for your account into the “New Password” field.
Retype the same password in the “Retype Password” field.
Click “Change Password” to complete the change.
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