Manage users

In 'Manage users' you can add and manage users. Not that all persons are considered users. Even a parent or customer. A parent or customer can login if you decide that is desirable..

• Create users
• Add users
• View users
• Change users
• Download users
• Send E-mail to user(s)
• Create document
• View history
• Details

To manage user the necessary rights are needed if you cannot add or change users please contact you administrator.

Create users

Select "Aktions" to create a user.

You will get a screen like shown below.

Be carefull with the roles you assign. To much roles can allow unwanted access to parts of the application. Only give the role Admin to 1 or 2 users. With this role a lot of check are not performed. This role is not reccomended for daily use.

If you create a new user. The user must change his passowrd upon his/her next login. The generated password can be send to the user with Send login. This is not done automaticly to give explicit control over this step to the user.

Fields with a blue line are required. The save/create button will become active after all blue fields are filled with valid values.

Search users

To show users you need to perform a search. This can be easily done by pressing search of enter a text in the search box and press enter. You can add more filter option by clicking the + sign after the search box. The panel will open and show te current filter.

You can search on most attributes of a user. If you feel one is missing please let us know.

View users

By selecting a user in the list you will get the overview of most important data.

Change users

After selecting a user you can change the user by selecting edit in the right to corner.

If you want to change more than the visble data click details behind the user. More information on details are found hier .

Download users

You can select users to download them.

Downloaded users are put in an excel file. Most office software can read the format. Excel files can also be used to import in database systems.

If the download does not start please check you popup blokker. We know this is an issue on mac systems.

Send E-mail to user(s)

You can send email to user from this screen. The mail will be personalized and no information will be shared. Options to personalize can be found in the options drop down on the right side. Is will insert a taken that will be replaced with the data from the user(s).

Create documents

The system also allow to create documents based on templates. These templates are provided by your administrator. Here a template can be selected and a word or Open office document will be created.

In the system there are different places where document can be created. The templates that are available to choose from differ based on the information they need. See templates on details.

History

With the button changes you can view changes made to the data, when and who made them.