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Shared workflow

  1. Open the appropriate account page.
  2. Filter active or inactive records and search for the person.
  3. Open an existing row to edit it, or choose the add action.
  4. Complete Details and Extra Details.
  5. For teachers, also review Classes and Subjects.
  6. Save and confirm the user appears in the correct list.

Choose the right account type

Use account status to control normal availability while retaining the record. Check both active and inactive filters before creating a person who appears to be missing.

Deletion

Deleting an account can affect related academic, attendance, financial, LMS, CBT, or Classroom records. Prefer deactivation when the person has historical activity that should remain attributable.
Permissions follow the account’s role and school relationships. Review them after changing a general user into a specialized role or changing a teacher’s classes and subjects.