In this guide, we will cover how to link a Bromcom User Account with a Staff Record, so a Staff Member can log into and use their Bromcom site and see their Timetables. You can use this guide in the instance that a Staff Member has Classes assigned to them but cannot see the Classes on their Teacher Dashboard
Access: The minimum permissions required to access System Users can be found in the Setup module from within Config > Setup > Roles & Permissions.
See Also: How to Edit/Delete a Role and its Permissions.
Note: To determine if a User Account is linked to a Staff Record, you can check that the StaffID and UserID at the end of each URL matches. If these are different numbers then the Staff Record is NOT linked to the User Account. Please see below example of a successful link:
If these numbers do not match, then you will need to remove the User Account and re-create it using the following steps
Create a User Account
After removal and when you are then ready to create the User Account, you will need to go to Modules>Setup>System Users.
Once the page loads, press New.
Pressing New will provide you with the following screen.
As the New Staff Record was created earlier, you must make sure that Link User to Existing Staff Record is selected at the top of the page.
This allows you to link this User Account directly to the desired Staff Record by searching for or typing the Staff Member’s name.
Note: In order to link a User Account to an existing Staff Member, the Staff Member must have an Email Address listed on their Staff Profile with a Type of Work.
Once the Staff Record has been selected, scroll down slightly to the following section as there are some crucial fields that need to be managed.
- Username – This is the Username required to log in to Bromcom for this Staff Member.
- User can log into system – This allows the User Account for this Staff Member to log in to Bromcom and must always be ticked as long as the Staff Member is employed.
Lastly, scroll down to the bottom of the page and you will see a section for Roles.
All of these Roles will have specific permissions that allow access to certain areas of Bromcom, so make sure you allocate them carefully and correctly.
Once a Role or Roles have been assigned, you can scroll back to the top of the page and press Save to conclude the creation of the User Account.
From this point onwards, the Staff Member will be able to log in to Bromcom using the credentials set above.
Note: You can return to this User Account at any point to assign or revoke Roles
If different before, the UserID & StaffID should now be the same number which means they are now linked
Note: If you are trying to locate the User Account within Modules > Setup > System Users, yet you cannot find it, try to use the Search Filters function in the top right and untick Active Date Filter to view all User Accounts to check if the Staff member has an old User Account that needs to be re-activated using the User can log into system tick box.