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Managing Users

Searching for Users and Viewing Profiles, Send Activation Links and send Profile Update Requests

Clive avatar
Written by Clive
Updated over a week ago

Finding or Searching for People

How to find a Staff member or a Student

  • Click on the People tab from the Main Menu bar

  • Click on the search input box

  • Type in the the first three characters or more of their ID number, First Name, Last Name or Student/Employee Code

  • Click on Search

  • In line with your search results, click on View found on the right hand side of your screen to preview the student or staff profile 

Sending Single and Bulk Activation Links

This feature allows for the bulk update of student details

  • Log in and select the People tab from the Main Menu Bar

  • Select the Send Activation Links

  • When the Send Activation Links page loads, select the Search link

  • Select the search input box, once the Select Student modal loads

  • In the search input, type the first three characters of the users First Name, Last Name or User Code

  • Select Search

  • Select Add, in line with the desired user.  Please note that multiple users can be added

  • Once all the desired users have been added, select Close, to close the Select the student modal Screen

  • To send the activation links, select the Send Activation Links button

  • When you are presented with the Send Activation Links - Success page, you're done.


To view a tutorial or the steps which need to be followed, please select the tutorial link.

Sending Profile Details Update Request (See setup to use this feature effectively)

This features allow for a user account to be locked until they complete a details update.  Please note that at present this should only be used for student's details update request, staff support will be added later. 

Sending detail update request

The first step is to open Student Manager and select People in the main menu bar

  • Once the People search page loads, select the Send Profile Update Requests link

  • Once the Profile Update Requests page loads, select the New Profile Update Request link

  • Select the Search link

  • Once the Select the User modal screen loads, select the search input box

  • In the search input, type the first three characters of the users First Name, Last Name or User Code

  • Select Search

  • Select Add, in line with the desired user, please note that multiple users can be added

  • Select Close

  • Once all the desired users are added, select the Send User Profile Update Requests button

  • You will then be returned to the Profile Update Requests Page, the users who have been sent the link will appear under the Active tab.

Here you can view all Active, Completed, Acknowledged and Cancelled Profile requests during a certain time period and for a specific campus (if more than one)

To view a tutorial or the steps which need to be followed, please select the tutorial link

System setup to use this feature effectively

  • Ensure that in Communication found under More > Settings, there is a "mailbox" with the description "General", updates will use this mailbox by default (further configuration options will become available in future updates)

  • If a "General" mailbox is not available, this feature will fail and display and error on attempting an update request

  • To Navigate to the communication settings, Select More, Settings, Communication (Use this tutorial link to assist if you are unfamiliar with where it is)

  • Once this has been verified, you are ready to send detail update requests

Please note that staff notifications for details update requests are scheduled for a later release

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