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User Management

sERP supports three types of user accounts: staff, student, and guardian (parent). Each account is linked to an existing record in the system and inherits a default permission set based on its role.

Adding a User Account

  1. Go to Admin → Manage Users
  2. Click Add New User (+)

  3. Select the User Type:

    • Select Staff as the user type
    • In Link User to Staff, search for and select the staff member
    • The staff member must already have a record under HR → Staff
    • Select Student as the user type
    • In Link User to Student ID, enter the student's sERP ID
    • Grants access to the student portal
    • Select Guardian as the user type
    • In Link User to Student(s), enter one or more student IDs (comma-separated)
    • Grants access to the parent portal for all linked students

  4. Enter a Username and Password

  5. Click Add User

Tip

After creating the account, you can adjust individual permissions by editing the user record. The default permission set is based on the user type but can be overridden per user.

Editing a User

  1. Go to Admin → Manage Users
  2. Click the edit (✏️) icon in the Actions column for the user
  3. Update details in the User Details panel
  4. Manage granular permissions in the User Access Restriction panel
  5. Click Modify User

Deleting a User

  1. Go to Admin → Manage Users
  2. Click the delete (×) icon for the user
  3. Confirm the deletion

Warning

Deleting a user account is permanent. The linked staff/student/guardian record is not deleted — only the login account.

Changing Your Password

  1. From the top navigation, click your username
  2. Select Change Password
  3. Enter your current password and your new password (twice)
  4. Click Change Password

Role-Based Permissions

User Type Default Access
Admin Full access to all modules
Staff (Teaching) Academic grading, attendance, assignments, lesson plans
Staff (Finance) Billing, collections, receipts, financial reports
Staff (HR) Staff records, payroll, leave management
Student Student portal only — timetable, assignments, results
Guardian Parent portal only — fee balance, results, attendance, messages

Note

Permissions are additive. An admin can grant additional access to any user beyond their default role, or restrict specific sections.

Multi-Factor Authentication (MFA)

MFA is available for admin accounts. When enabled, the user must enter a one-time code (sent by SMS or email) in addition to their password.

To enable MFA for an account:

  1. Edit the user record (Admin → Manage Users → Edit)
  2. Toggle Enable MFA to on
  3. Save the user record

The user will be prompted to verify their phone number or email address on next login.