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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.

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Choose the right account type

Account type has two parts in the backend:
  • the User classification flags (is_student, is_teacher, is_dean, or is_admin); and
  • the matching Django permission group (Student, Teacher, Dean, or Admin).
Both matter. Setting is_admin or is_teacher without assigning the matching group can leave the person able to sign in but unable to use protected pages. A teacher’s Classes and Subjects assignments provide an additional relationship scope; they do not replace the Teacher group. 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.

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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.