User Groups

After you have created a user group, you can choose to create additional groups, modify the group, arrange your groups and delete them. Use the functions available when viewing a user group in the User Tree View to edit an existing group. Organise your user accounts by creating additional groups to sort them by and delete groups as required. You can also create new user accounts to add to your user group.

Choose to:

• Create User Group. Create user groups to organise your iSAMS users.
• Modify Group Properties. Change the name and description of a user group.
• Arrange User Groups. Change the order of appearance for user groups in iSAMS.
• Delete User Group. Remove a user group you have created in error.
• Create User Account. Create a user account for a member of your organisation.

Create User Group

You can create new user groups to organise user accounts.  For example, you may wish to create a new user group called 'Parents' to include user accounts of pupil's parents. User groups are shown in the user tree on the left of the User Accounts screen; you access user account profiles by expanding the groups. They are also shown in the User List View.

To create a new user group, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select an existing user group from the tree to the left of the screen:
   
3. In the Group Options and Tasks section, select Create User Group. A pop-up window is displayed:
   
4. Enter a Group Name for your group.
5. Enter a Description for your group. This is displayed when you click on the user group in the User Accounts applet.
6. Click Save & Close when finished.

Modify Group Properties

Change the name and description of a user group using the Modify Group Properties function. Use this to update the details of a group as required.

To edit a user group's properties, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select an existing user group from the tree to the left of the screen:
   
3. In the Group Options and Tasks section, click Modify Group Properties. A pop-up window is displayed:
   
4. Edit the Group Name and Description as required.
5. Click Save & Close when finished.

Arrange User Groups

You can change the relative positions of existing user groups by using the Arrange User Groups function. Use this to customise the order of the user groups in the User Tree View and User List View within the User Accounts screen.

To arrange the order of user groups, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select an existing user group from the tree to the left of the screen:
   
3. In the Group Options and Tasks section, select Arrange User Groups. A pop-up window is displayed:
   
4. Click on the user group you wish to reorder.
5. Use the arrows to change the user group's position.
6. Click Save & Close when finished.

Delete User Group

You can delete user groups that are no longer required. You should delete user groups that are no longer in use to avoid user confusion.

To delete a user group, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Use the tree on the left of the screen to choose the user group you would like to delete.
3. In the Group Options and Tasks section, click Delete User Group.
   You are prompted Are you sure you want to delete this user group?
4. Click Yes to delete the user group from iSAMS.

Create User Account

Use the Create User Account function to create system profiles for non-academic users, such as additional system administrators. You can then assign default settings such as a user group and security profile to the account. Use this to share your iSAMS system with authorised members of your organisation.

This process is intended for you to create user accounts for non-academic users only. Create staff and pupil user accounts using the Create Staff Users (from Staff records) and Create Pupil Users (from Pupil records) functions.

To create a user account for non-academic personnel, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select an existing user group from the tree to the left of the screen:
   
3. In the User Options section, click Create User Account. A popup window is displayed:
   
4. Select the User Details tab to enter the user's details. Specify an iSAMS username for the account in this tab.

5. Complete the fields in the Account Details tab:

   Field	Select...
   Account Status	'Active' for a current member of your organisation's personnel.
   User Group	A group from the drop down list. User groups are used to categorise different types of users, for example 'Administrators'.
   Security Profile	A profile from the drop down list. This defines the user access that your system users have in iSAMS.
   Access Options	Login access for the system users. 'iSAMS Login' must be selected for system users to start using iSAMS.
   User Type	'School Initials'. Use this as your default selection.
   Authorisation	'iSAMS Database'. Use this as your default selection.
   Password	To assign the default password, specified in the Security Options applet, to the profile. Alternatively, click the radio button to create a unique password for the account.

6. Select the Contact Details tab to enter contact details for the user, such as their telephone number and address.
7. Click Save & Close.
   You are prompted Do you want to send an account e-mail notifying the end user of their new account?
8. Make the appropriate selection.
   You are prompted iSAMS has successfully updated this user's properties.
   The user account is now created under the user group you have specified.