How to add a new area user

Modified on Mon, 23 Mar at 12:42 PM

If you manage multiple schools as an area user, you may be required to set up and control accounts for other area users. Provision Map allows you to do this via the Manage users page.

To add a new area user to your area, click on the Manage users tab.

Manage users option in menu

You will be presented with a list of area users for your assigned area, along with any that belong to child areas (smaller areas within the area) that have been set up. Click on the Add new area user button in the top left corner of the page.

add_new_area_user_button

The Add Area User popup will appear. Fill in the form provided with the new area user’s title, name, position, area and email address. Click on the Save button to continue.

add_area_user_popup

The new area user will now be displayed in the list of area users.

added_area_user

Setting permission levels for an area user

Once an area user has been created, you will need to decide on the appropriate level of access they should have for schools in their area.

To set area permissions for an area user, click on the three dots menu next to their name and select Area permissions.

Three dots image

Three dots when clicked image

The Area permissions popup will appear, listing the actions that the selected area user can perform in each school. To find out more about each permission, click on the following Knowledgebase article.

area_user_permissions_popup_image

Tick the permissions of your choice and click on the Close button once you are happy with the area user’s permissions setup.

Editing an area user

Changes to an area user’s basic details can be made at any time, such as changing their name or email address.

To edit an area user, click on the three dots menu next to their name and select Edit user.

Three dots image

Three dots edit user image

A popup will appear. Update the fields of your choice and click on the Save button to continue.

edit_area_user_popup

The selected user’s details will now be successfully updated on the Manage users page.

area_user_edited_user

Resetting an area user’s password

To reset an area user’s password, click on the three dots menu next to their name and select Reset password.

Three dots image

Reset password option

A confirmation popup will appear. Click on the Yes button to continue.

area_user_passowrd_reset_confirmation

The selected user area will be sent an email that contains a password reset link.

Deleting an area user

If a colleague has left an area under your administration, it is vital to revoke their access to the area dashboard for security purposes.

To delete an area user, click on the three dots menu next to their name and select Delete user.

Three dots image

Delete user option

A confirmation popup will appear. Click on the OK button to continue.

area_delete_user_popup

The selected user will now be successfully removed from the Manage users page.

area_user_deleted_user

 

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