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Users

Portal accounts and roles. /admin/users redirects to Staff & users on the Accounts tab - prefer that hub for new work.

Who can use this​

  • ADMIN

Path​

/admin/users

Dependencies​

  • Prefer Staff & users for combined staff + login workflow.
  • Copy School ID + User ID + temporary password once from the credentials dialog.

Screenshot​

Users desktop

Users mobile

Steps​

  1. Open Users at /admin/users (lands on /admin/staff-users?tab=accounts) as ADMIN.

Users step 1 desktop Desktop - focus for step 1 Users step 1 mobile Mobile - focus for step 1

  1. On the Accounts tab, click Create user. Fill full name, optional email, photo, role, and temporary password, then create.

Users step 2 desktop Desktop - focus for step 2 Users step 2 mobile Mobile - focus for step 2

  1. When Account credentials (copy now) appears, copy School ID, User ID, and password immediately.

Users step 3 desktop Desktop - focus for step 3 Users step 3 mobile Mobile - focus for step 3

  1. Select a row for Edit, Permissions, or Deny access.

Users step 4 desktop Desktop - focus for step 4 Users step 4 mobile Mobile - focus for step 4

  1. Filter Active Yes/No and search before creating a duplicate login.

Users step 5 desktop Desktop - focus for step 5 Users step 5 mobile Mobile - focus for step 5

Fields and actions​

  • Parent tabs: Staff | Accounts
  • Create user / Edit / Permissions / Deny access
  • Columns: Name, User ID, Email, Role, Active
  • Credentials dialog (copy once)

Common mistakes​

  • Closing the one-time password dialog without copying IDs
  • Using admission number instead of User ID at login
  • Creating Accounts without a Staff row when the person teaches