Register, edit or delete administrator user and administrator profile
Admin user
Register
To register an administrator user, follow the steps below:
Click on Administration in the main menu
On the next screen, it will be possible to view the list of all the records that have already been created with the name, profile and whether it is enabled or not.
Click on the To Register button located in the upper right corner
Fill in the desired fields, the mandatory ones being identified with asterisks (*)
In the Access field, it is possible to set visualization limitations. When selecting the Limited option, new fields will be displayed for choosing the limitations. For example, if the administrator has a limited profile and the fields Company and Profile are selected, they will only be able to view the information of these companies and these chosen profiles. When selecting the Unlimited option, the platform will list all information from all profiles and companies, without restrictions.
In the Submit Dashboard Report field, select the Yes option if you want the system to send the weekly report to the registered e-mail, containing information about active students, evaluations and other information, or the No option, so that the report is not sent.
In the Enable field, select the Yes option so that the user receives the registration password by e-mail automatically when registering, or the No option so that the user is registered, but receives the registration password by email and do not have access to the platform.
Click Save to register the admin user
Edit or delete
To edit or delete an administrator user, locate it in the list, click on the Select option, click on the To Change option and on the screen that opens:
To edit, change the desired fields and click Save.
To delete, click on the 🗑 icon located in the upper right corner.
Admin profile
Register
To register an administrator profile, follow the steps below:
Click on Administration in the main menu
Click on the Admin Profile submenu
Click on the To Register button icon located in the upper right corner
Fill in the required fields, as instructed below:
Profile (mandatory) | Enter the profile name. |
|---|---|
Menus (mandatory) | Select the side menus that this administrator profile will have access to. |
Reports | Select the desired reports, if you want to specify which ones the administrator profile will have access to. If this administrator profile needs access to all reports, leave the field blank. |
Level (mandatory) | Select the Administrator option so that this profile can register, change or delete information within the chosen menus, or the User option so that this profile can only view the information, not being allowed to register, change or delete it. |
Click Save to register the profile
Change submenus
Through this option, it is possible to change the submenus that the administrator profile will have access to. To change submenus, follow the steps below:
Click on Administration in the main menu
Click on the Admin Profile submenu
Locate the administrator profile you want to change the submenus in the list
Click on the Select option
Click on the Change the Sub Menus option
Locate in the list the menu you want to change the submenus
Click on the Select option
Click on the Change the Sub Menu option
Select in the Sub Menus field the submenus of the menu that you want the administrator profile to have access to. If you want access to all submenus, leave the field blank
Click Save to register the changes
Edit or delete
To edit or delete an administrator profile, locate it in the Admin Profile listing, click on the Select option, click on the To Change option and on the screen that opens:
To edit, change the desired fields and click Save.
To delete, click on the 🗑 icon located in the upper right corner.
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