Users and roles

For: directors (all users and roles), head teachers (roles in their own school)

Users in the menu lists the staff accounts with their Roles and Status: Not activated (the person has not used the activation code yet), Active or Deactivated.

Add a user

1. Choose Add user.
2. Enter the Name and a Phone number, an Email or both. The person signs in with one of them. Each phone number and email can only belong to one user of your organization.
3. Optionally choose a first role under Role (optional) and its Scope (whole organization or a school).
4. Choose Add user at the bottom of the form. The app shows the Activation code.

Give the code to the person personally. It is shown only once, works once and is valid for 7 days. The person then activates the account and chooses their own password; you never see it.

Give and remove roles

Open the user from the list.

• Give role: choose the Role and the Scope. Head Teacher, Academic Teacher and Teacher can only be given for one school; Director and Bursar only for the whole organization. Secretary can be given for either. See Roles and what they allow.
• Remove role takes a role away. The change applies from the person’s next action.

Head teachers can only give and remove roles for their own school. The last active director cannot lose the Director role.

Forgotten password: new activation code

Choose New activation code on the user. The current password stops working immediately, the person is signed out everywhere, and you get a new code to hand over.

Deactivate an account

When someone leaves, choose Deactivate account. The person is signed out immediately and cannot sign in anymore. The account stays in the list as Deactivated, so that the audit log still shows who did what.