Provision Map knowledge base

How to add a new area user

This guide will explain how to add a new area user.

 

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 theÌýManage usersÌý±è²¹²µ±ð.

To add a new area user to your area, click on theÌýManage usersÌýtab.

Manage users option in menu

You will be presented with a list ofÌýarea usersÌýfor your assigned area, along with any that belong toÌýchild areasÌý(smaller areas within the area) that have been set up. Click on theÌýAdd new area userÌýbutton in the top left corner of the page.

add_new_area_user_button

°Õ³ó±ðÌýAdd Area UserÌýpopup will appear. Fill in the form provided with the new area user’sÌýtitle,Ìýname,Ìýposition,ÌýareaÌý²¹²Ô»åÌýemail address. Click on theÌýSaveÌýbutton 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 theÌýthree dots menuÌýnext to their name and selectÌýArea permissions.

Three dots image
Three dots when clicked image

°Õ³ó±ðÌýArea permissionsÌýpopup 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 followingÌýKnowledgebase article.

area_user_permissions_popup_image

Tick the permissions of your choice and click on theÌý°ä±ô´Ç²õ±ðÌýbutton 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 theÌýthree dots menuÌýnext to their name and selectÌý·¡»å¾±³ÙÌý³Ü²õ±ð°ù.

Three dots image
Three dots edit user image

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

edit_area_user_popup

The selected user’s details will now be successfully updated on theÌýManage usersÌý±è²¹²µ±ð.

area_user_edited_user

Resetting an area user’s password

To reset an area user’s password, click on theÌýthree dots menuÌýnext to their name and selectÌýReset password.

Three dots image
Reset password option

A confirmation popup will appear. Click on theÌýYesÌýbutton to continue.

area_user_passowrd_reset_confirmation

The selected user area will be sent an email that contains aÌýpassword resetÌý±ô¾±²Ô°ì.

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 theÌýthree dots menuÌýnext to their name and selectÌýDelete user.

Three dots image
Delete user option

A confirmation popup will appear. Click on theÌýOKÌýbutton to continue.

area_delete_user_popup

The selected user will now be successfully removed from theÌýManage usersÌý±è²¹²µ±ð.

area_user_deleted_user

Need more support?
Contact us atÌýsupport.provisionmap@tes.com.

Ìý

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