Editing User Accounts > Users Options and Tasks

After creating a user account, you may wish to change the properties that you set previously, such as the e-mail address associated with the account. Change the user account properties in the Users Options and Tasks section of the user account. You can also disable or delete the account and reset the password and security question from this section. You can also view statistics and activity logs for a user to analyse their interactivity with iSAMS. Edit and reset user preferences from this section to change how users view and use iSAMS on their devices.

Choose to:

• Modify User Properties, such as the user's contact details.
• Disable Account. Stop specific user accounts from accessing your system.
• Reset Password. Use this if a user has forgotten their password.
• Reset Security Question. Use this if a user has forgotten the answer to their security question.
• Delete User. Delete a user created in error.
• User Statistics. Use this to analyse access to iSAMS from IP addresses and web browsers.
• Login Activity. View a log of a user's attempts to access iSAMS.
• Security Activity. View a log of dates for when a user has last updated their security credentials, such as their account password.
• Edit User Preferences, such as the interface theme.
• Reset User Preferences. Use this to revert all preferences to their default settings.

Access all of these options by selecting a user account using the tree in the User Accounts applet in Control Panel.

Modify User Properties

Once you have created a user account, you may wish to change the properties linked to it such as the user's e-mail address. Use the Modify User Properties option in the Users Options and Tasks section to change the user's contact details. You can also change the access permissions for the account and reassign it to a new user group or security profile. Alter the directory paths for linked network spaces and delete linked user devices from this option.

To access and edit the fields available in the Modify User Properties option, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select a user account from the tree in the User Accounts screen.
3. In the Users Options and Tasks section, click Modify User Properties.
   A pop-up window is displayed:
   
4. Use the User Details tab to complete the user's basic details, such as their full name and title.
5. Complete the fields in the Account Details tab to change the account properties, such as the user type and access options associated with the account.
6. Use the Contact Details tab to change the contact details associated with the account, such as the postal address and telephone numbers.
7. Use the My Network Space tab to specify a directory path for the server area assigned to the user account in the My Network Space module. Use the tab to view network space profiles that are shared with the user.
8. View the account's registered mobile devices in the User Devices tab. Click the buttons available to disable or delete a device. You can also delete all devices associated with the account.
9. Click Save & Close when finished. To revert to previously saved settings, click Cancel.

Disable Account

You can disable a user account in the Users Options and Tasks section of a user account. This prevents the user from logging in and accessing iSAMS with their credentials. You may wish to use this to prevent specific users from accessing the system or if a user account has been compromised.

To disable a user account, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select a user account from the tree in the User Accounts screen.

3. In the Users Options and Tasks section, click Disable Account.

   	Disabling an account whilst the user is logged in automatically times the user out of iSAMS.

   The user account is now disabled. To re-enable the user account, click Enable Account.

Reset Password

Reset a user's password for their account from the User Accounts screen. This is useful for when the user has forgotten their password. You can also use this to force a user to change their password for security reasons.

To reset a user's password, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select a user account from the tree in the User Accounts screen.
3. In the Users Options and Tasks section, click Reset Password. A pop-up window is displayed:
   
4. Use the radio buttons to choose a password to assign.
   If you choose to create a new password, you must enter your desired password in the field available.
5. Click Save & Close when finished. To revert to previously saved settings, click Cancel.

Reset Security Question

Reset a user's security question for their account from the User Accounts screen. Use this function when the user has forgotten the answer to their security question.

To reset a user's security question, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select a user account from the tree in the User Accounts screen.
3. In the Users Options and Tasks section, click Reset Security Question.
   You are prompted Are you sure you want to reset this users' security question?
4. Make the appropriate selection.
   You are prompted iSAMS has reset this user's security question.

Delete User

Delete a user account from the User Accounts screen. Use this to remove a user account you created in error.

To delete a user account from iSAMS, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select a user account from the tree in the User Accounts screen.
3. In the Users Options and Tasks section, click Delete User.
   You are prompted Are you sure you want to delete this user?
4. Make the appropriate selection.
   A message appears on the User Accounts screen:
   The user has been deleted successfully.
   The selected user account is now deleted from your iSAMS system.

User Statistics

View the IP addresses and web browsers from which the user has logged in from in the User Statistics option. The number of logins and a percentage of total logins are displayed. This is useful for evaluating how users are accessing your system.

To view user login statistics, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select a user account from the tree in the User Accounts screen.
3. In the Users Options and Tasks section, click User Statistics. A pop-up window is displayed:
   A list of the IP addresses and web browsers associated with the account is shown.
4. Click Close Login Activity when finished.

Login Activity

View a user's access log using the Login Activity option. Use this to see how often a user logs in and out of iSAMS. The log also records errors, such as failed login attempts, so you can analyse suspicious activity linked to an account.

To view the record of a user's logging activity, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select a user account from the tree in the User Accounts screen.
3. In the Users Options and Tasks section, click Login Activity. A pop-up window is displayed:
   Attempts to log in and out of iSAMS are recorded. Use this information whilst auditing the use and security of your iSAMS system.
4. Click Close Window when finished.

Security Activity

View a user's security log using the Security Activity option. Use this option to see the dates that the security answer, security question and password were last updated. You can then act on this by resetting a user's password or security question in the User Accounts applet. This is useful for reviewing the security of user accounts linked to your system.

To view the record of a user's security activity, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select a user account from the tree in the User Accounts screen.
3. In the Users Options and Tasks section, click Security Activity. A pop-up window is displayed:
   A list of the dates that the account's security features were last updated is displayed. Use this information whilst auditing the account security of your iSAMS system.
4. Click Close Window when finished.

Edit User Preferences

Choose to change what the user sees when they are using iSAMS, for example the displayed theme, in the Edit User Preferences option. Use the options available to customise the iSAMS interface to suit the user.

To edit the user's viewing preferences, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select a user account from the tree in the User Accounts screen.
3. In the Users Options and Tasks section, click Edit User Preferences. A pop-up window is displayed:

4. Use the iSAMS Settings tab to customise the system's interface for the user:

   Section	Functions Available
   Display & Start-up Settings	Change the Display Theme using the drop-down list. In the Start-up Module field, either: Select a module to display first when the user logs in to iSAMS or Select No Startup Module to display the dashboard when the user first logs in to iSAMS.
   Layout Settings	Use the checkboxes to choose information to view on the Taskbar, such as the Time and Date.
   Module Header Settings	Use the radio buttons to choose to display a Module Header across iSAMS.
   Notification Settings	Use the checkboxes to enable the iSAMS Messenger feature on login and to display an alert on the top-right of the interface when users sign in and out of iSAMS.

5. Use the School Divisions tab to limit the schools or groups visible to the user when using the iSAMS desktop. For example, you may have already created a school division for your organisation's preparatory school, and so you can then limit a user in your preparatory school to only show the preparatory school's information on their iSAMS desktop.
6. Use the Other Schools tab to choose the information that the user can view in the Applicant, Current Pupil and Former Pupil options after searching for a school in the Other Schools module.

7. Use the Pupils tab to choose the information that the user can view in the Student Manager module:

   Section	Functions Available
   Start-up Settings	Select the section to be viewed when the Student Manager module is first selected.
   Search Result Settings	Choose how the names of pupils are displayed in the search results.
   Current Fields	Use the checkboxes to choose the information that is viewable in the Current Pupils tab.
   Admissions Fields	Use the checkboxes to choose the information that is viewable in the Applicants tab.

8. Use the Staff tab to choose the information that the user can view in the Human Resources Manager module:

   Section	Functions available
   Search Result Settings	Choose how the names of staff members are displayed in the search results.
   Search Result Fields	Use the checkboxes to choose the information that is viewable in the search results.

9. Use the Calendar tab to customise the display of calendar information in the Calendar Manager module:

   Section	Functions available
   Calendar Defaults	Choose the calendars to be displayed in the Calendar Manager module.
   Display Settings	Use the checkboxes to choose events information that is viewable about events stored in the calendar.

10. Click Save & Close when finished.

Reset User Preferences

Use the Reset User Preferences option to reset a user's preferences for their account. This feature reconfigures the user's viewing preferences back to the default settings. You may wish to use this when troubleshooting issues linked to a user account.

To reset a user's preferences, follow the steps below:

1. Select the User Accounts applet from Control Panel.
2. Select a user account from the tree in the User Accounts screen.
3. In the Users Options and Tasks section, click Reset User Preferences.
   You are prompted Are you sure you want to reset this user's preferences?
4. Make the appropriate selection.
   The user's viewing preferences are now reset to default settings.