Note: All pages shown below are subject to having the relevant Roles and Permissions.

In this guide, we will cover the methods available to create a Bromcom User Account for a new Staff Member so that they can log into and use your Bromcom site. There may be members of Staff at your school that are on the Staff List page who do not need a User Account for example a Premises Manager may not need access to Bromcom.

Add a New Staff Record

The first step is to create a Staff Record for the new Staff Member, which is done by going to the Staff List page and pressing New.

You will then need to enter the Staff Details for the new Staff Member as shown below;

Note: Any fields with * are required and must be entered to proceed.

Once you are happy with the details entered, you have TWO OPTIONS at the bottom of the screen;

Either

• Create – This will create the Staff Record ONLY, meaning the User Account will need to be created later.

Or

• Setup Account Details – This allows you to create the User Account at this stage and complete the process in one session.

Pressing Setup Account Details

If you wish to create the User Account now, you should press Setup Account Details.

Pressing Setup Account Details will take you to the following screen;

You must tick Create User Account at the top of the page to tell the system that you want to create this as well as the Staff Record.

Pressing Create without having this ticked will just save the Staff Record and not create a User Account.

Below the Username and Password fields, you can select. User must change password on next logon – This allows the new Staff Member to create their own Password the first time they log in to Bromcom.

Lastly, you will need to select which Role or Roles you would like this Staff Member to have.

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 the Roles are selected, you can now press Create to complete the process. This will take you to the new Staff Record as shown below;

Now if you go to Modules>Setup>System Users, you will see that they now have a User Account.

Pressing Create

If you wish to set up the User Account later, you should press Create.

Create a User Account

Use this process if you have added a New Member of Staff but didnt click Setup Account Details.

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.

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.
• New Password – This is the Password required to log in to Bromcom for this Staff Member.
• User must change password on next logon – This allows the new Staff Member to create their own Password the first time they log in to Bromcom.
• 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

Edit a User Account/Change a Password

To edit a User Account or Change a Password from the left click on Others and from the type drop down choose User Account.

Click on the required User, only one User can be selected at a time.

From within the User Login Details panel choose Change to Change the Password.

You will then be asked for the New Password and to Confirm the new Password.

Then click OK.

If the send account details to email has been selected the User will receive an email with the new Password. Otherwise communicate the new Password to the User.