You add your Aeon staff users to the system from within the Staff Manager. When you add a staff user, you assign user permissions allowing or denying the user access to each of the Aeon components. You can also assign the user a specific client layout template and add a description to the staff user's profile (i.e., "student employee"). This method is best used when you want to create a brand new user with an atypical set of permissions. Once the staff user has been added, add a user description, assign a client layout template and set staff user permissions.
- In the Aeon Staff Manager, click the New User button.
- Input the new staff user's username and password. You will need to enter the password twice.
- Click the OK button.
- You can edit User Details such as entering the user's last and first names, assigning a client layout template, and adding User Permissions for the new user by editing the information on the right.
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Click Save to save the User Details and Permissions setting of your new staff user.
When you add staff users you will want to add or adjust the information in the User Details section of the staff manager.
- If the staff user was created from scratch, add the First Name and Last Name information.
- If the staff user was copied from another user account, edit the First Name and Last Name information.
- If you want to be able to identify a staff user according to a predetermined group (e.g., Student Employee) or another factor, add or change this information in the Description section of User Details. This information displays in the Description column of the User Grid.
- If you want to assign or change an assigned layout template, you can do that now as well.
- Click the Save button to save your changes to the User Details section of the form or continue on to set staff user permissions.
Copying a Staff User
This method is best used when you want to create a new user that has the same privileges, or most of the same privileges, as another user. The new user will inherit all of the user details, permissions, and client layout template from the source user. Typically it is most helpful when your staff is split into groups that all have the same privileges (student staff, for example), because it saves you the time of having to specify permissions and template settings for the new user.
- Select a staff user from the User grid who has the settings that you want to duplicate for your new user.
- Click the Copy User button on the Home ribbon.
- Input the new staff user's username and password. You will need to enter the password twice.
- Click the OK button.
- You can edit User Details on the right (note the user inherits the first name and last name of the user that was copied). You would ideally use the Copy feature to inherit settings from another user, but you can assign a different layout template and change User Permissions for the new user if necessary.
- Click Save to save your changes.
Removing a Staff User
You can remove a staff user account from the staff manager. Removing a staff user removes their staff privileges and permissions. This action cannot be undone.
- Select the user to delete in the User Grid.
- Click the Remove User button on the Home ribbon. A confirmation form appears, reminding you that the action cannot be undone.
- Click Yes to remove the staff user account. The user is automatically removed from the User/Template grid.
Deleting a user's staff account cannot be undone. To reinstate a user as a staff user the account will need to be recreated. Also, please note that the currently logged in user cannot be deleted.
Deleting a staff user account will not delete any tracking history or notes associated with that user.
