Users

The heart of any system lies in its users, the individuals who interact, contribute, and derive value from its functionalities. This section is dedicated to understanding and managing the diverse range of users within our app.

View Users

1. From the Utilities Menu , go to Security > Users.

2. You’ll see the current users list in the grid.
   

   

Create New Users

Currently, only users of type Administrative can be created from the NextGen app. To create users of any other types (e.g. teachers), use the Classic app.

1. From the Utilities Menu , go to Security > Users.

2. Click New User on the top right.

3. Enter the user details. For more details about Profiles and Roles, See this article; Roles, Profiles.
   The following requirements must be met for the new user details.

   1. Initials : It must be between 1 and 5 characters and an unused initials in the system.

   2. Email: It must be an unused email address in the system.

   3. Username: It must be an unused username and be between 5 and 30 characters. Only alpha-numeric characters and the symbols @.-_ are allowed. It must start with a letter.

To create an API user, select the option at the top-right. This type of user can only be used for programmatic access, and it cannot log in as user. This option can only be selected during the user creation process, and it cannot be modified after the user is selected.

To use an API user, the Equator API App must be installed.

4. Click Create to finish.

For security purposes, once a user is created in the system, a Reset Password email is sent directly to the user to set a new password. The link on the email is only valid for 1 hour.

Update Users

1. Go to the Users page.

2. Find and click on the user to update.

3. Click Edit Details or change the roles if you intend to.

   

4. Update the user details.

5. Click Update.

   

Deactivate Users

Deleting users is not possible. To disable access for a user, you need to deactivate it instead.

Considerations for Deactivating Users

• When a user is deactivated, all the access for that user is instantly terminated including any active sessions. This includes the access for eBECAS/EDMISS Classic and NextGen.

• If the user is an API user and it is in use by the Equator API App, the user will be removed from the configuration of the app. It is highly recommended you replace the user in the app before deactivating the user.

Follow these steps to deactivate a user:

1. Go to the user profile page.

2. Disable the Active option.

3. Click Update.

   

Assign Roles and Profiles to Users

For details about roles, profiles and how to assign them click on the following links: Roles, Profiles

Considerations for Users Created in the Desktop App

Users who are created in the Desktop application must meet the following conditions to be able to log into the Next Generation App.

1. Initials: Users must have their Initials entered and they must be unique in the system (including inactive users).

2. Email: Users must have a valid email address and it must be unique in the system (including inactive users).

3. Username : Usernames must be at least 5 characters and it must be unique in the system (including inactive users).

4. User Type : Users must be of type Administrative.