Process: Add a User

A user can log in to the Student Management System and is responsible for administering and managing the system's data. For example, Administrators, Academics (Trainers/Assessors), Marketing Managers, Compliance Managers, and Finance Managers.

Add a User

To add a New User, follow these steps:

• Go to Administration → Security → Users. 
• Click the [+ New] button.
• To add a User, a Party record must first exist.Choose whether to:
  • Search for an Existing Party Record,
  • Create a New Party Record.

• Complete the New User Window

1. User ID - This value must be unique and will be the user's username. Organisations typically use an individuals email address. 
2. Enabled - By default, the system will check this box. If checked, the user can access the system. 
3. Academic - If checked, the Available Roles list below will change from Administrative Roles to Academic Roles limiting their access to the system and its data. 
4. Password - Set a unique, temporary password for the new user. On the first login, the system will prompt the user to change their password. Clicking on the Reset button will send a password reset email to the user. 
5. Start Date - This determines from which date the user can access the platform. It acts as a record-keeping for when a User is provided with access.
6. End Date - This determines from which date the user can no longer access the platform. It acts as a record-keeping for when a Users access is revoked. Leave this field blank if it is indefinite.
7. Access Level - An Access Levels impacts whether a User can make adjustments to another User.
   For example, if the user is a Level 1, they can adjust the roles and permissions for Level 1, 2, and 3. However, if the user is a Level 3, they can only change the privileges of other Level 3 users. 

• Check an Available Role. You can select more than one if needed.

• Click, Save. 

You have now added a new User.