A Single User with two Roles
Student Manager allows for a staff member to have a student role and vice versa. To set this up, follow these steps:
The way student manager approached users is to set up a person’s profile once (this contains all the personal data etc) and then assign “accounts” to them. The key value is the email address, so if someone tries to capture a staff member or student and the email already exists in the system it will pick it up as the same person.
To add a staff account to a student:
Navigate to the Student Profile page
First check email address for student
Then go back to the People page, click on Add Staff
Fill in the staff first name, last name and email.
Note: Don’t worry with any of the other details because they will come from the student information.
When you click on save, it will display a message saying the email address already exists and request if you want to use the person with the same email address. Please click Yes, this will then create a staff account linked to the student.
To navigate between accounts:
For a user to interact with student manager under the two different accounts (Staff & Student) the user must use the Switch Account button at the top right of the screen.
The student will be presented with a screen to chose which account he wants to work in. (Employee or Student)
Select Switch to toggle between accounts
Note: when the user is in student mode, the user will see less information than in the employee mode