Editing User Accounts > User Management Options

The User Management Options section contains options for you to create additional users and user groups. This is useful for letting more users access iSAMS and for sorting users into groups depending on the type of user. Use the options available to assign personalised user accounts to members of your organisation and categorise accounts into ordered groups.

Choose to:

• Create User Account. Create a user account for a member of your organisation. Use this to add new accounts for system administrators.
• Create User Group. Create user groups to organise your iSAMS users.

Create User Account

Use the Create User Account option 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 account from the tree to the left of the screen:
   
3. In the User Management Options section, click Create User Account. A popup window is displayed:
4. Select the User Details tab to enter the user's details. Use this tab to specify an iSAMS username for the account.

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.
   The user account is now created under the user group you have specified.

Create User Group

You can create new user groups in the User Accounts applet 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 account from the tree to the left of the screen:
   
3. In the User Management Options 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 description is displayed when you click on the user group in the User Accounts applet.
6. Click Save & Close when finished.