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  • Create an administrative staff member and assign him/her an authorization profile

As soon as a user is created, he/she is assigned a function (Senior management, Medical, etc.), a connection mode (Administrative Mode/Student Administration Mode) and a group/profile (Administration, PCE, Physicians, Profile 1, etc.): these are the elements that determine the data and settings to which a user has access.



Regardless of the security policy adopted by your institution, be sure to adopt the following measures:

  • Create one account per user, with a unique name (avoid, for example, using a single "AED" account for all Teaching assistants);
  • Assign only the necessary authorizations to each user (if the predefined user groups aren't enough, create new ones - for example, PCE high school PCE middle school).
  1. Go to the display Resources > Staff >  List.
  2. Click on Create a staff member, and enter the user's first and last name, confirming each time with the key Enter: a window Select or edit a job function appears.





     

    If you don't like the default functions, you can add others. In the Select or edit a job function window, click on New, enter a designation and confirm with the key Enter on your keyboard; then assign a type (Senior management, Student Administration manager, etc.) to this new function, and click on Validate.

  3. Select a function, then click on Validate: a window Authorized connection mode appears.



  4. In this window, tick Administrative mode, then select one of the profiles previously configured.



  5. Click on Validate: the staff member is added to the base.

If you wish, you can assign a dual connection to certain users (such as the PCE) by also ticking Student Administration Mode, and then assigning a profile to them.
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