Creating Users
Adding users to your organization is one of the first things you'll do after onboarding. You can create users individually through the user form, or use bulk import for large numbers. This guide covers individual user creation.
Step-by-Step Guide
1
Navigate to Users
From the left sidebar, click Users. You'll see the user list with filters for role, branch, and status.
2
Click "Add User"
Click the Add User button in the top-right corner. This opens the user creation form.
3
Fill in Basic Information
On the Basic Information tab, enter the user's personal details (name, email, phone) and set their role, status, and password. Choose the branch if applicable.
4
Add Academic or Employment Details (Optional)
Switch to the Academic Details tab for learners (student ID, grade, section) or the Employment Details tab for instructors and staff (employee ID, department, designation).
5
Add Contact & Emergency Info (Optional)
Use the Contact & Address tab for the user's postal address and the Emergency Contact tab for emergency contact details. Emergency contact is recommended for all learners.
6
Submit the Form
Click Create User at the bottom. You'll see a success notification and be redirected to the users list. The new user can now log in with their email and password.
Required Fields
These fields must be filled to create a user:
| Field | Required | Type | Description |
|---|---|---|---|
First Name | Required | text | Minimum 2 characters. The user's given name. |
Last Name | Required | text | Minimum 2 characters. The user's family name. |
Role | Required | select | Choose from: Org Admin, Branch Admin, Instructor, Learner, Guardian, Staff, etc. |
Status | Required | select | Active, Inactive, or Suspended. Defaults to Active. |
Password | Required | password | Minimum 8 characters. Required when creating a new user (not shown when editing). |
Common Optional Fields
These fields can be filled during creation or added later by editing the user:
| Field | Required | Type | Description |
|---|---|---|---|
Optional | Used for login and notifications. Must be unique across the organization. | ||
Phone | Optional | text | Contact phone number with country code (e.g., +1234567890). |
Branch | Optional | select | Assign the user to a specific branch. Populated from your branch list. |
Date of Birth | Optional | date | Used for student records and profile information. |
Form Tabs Overview
The user creation form is organized into 5 tabs:
- Basic Information — Name, email, phone, role, status, password, and branch assignment
- Academic Details — Student ID, admission number, grade level, section, academic year, and category
- Employment Details — Employee ID, department, designation, qualification, and employment type
- Contact & Address — Address lines, city, state, postal code, and country
- Emergency Contact — Contact name, phone, and relationship
After Creating a User
Once a user is created:
- They can log in immediately using their email and password
- Their dashboard will reflect their assigned role
- You can edit their profile, change their role, or update their status at any time from the user detail page
- For learners, the next step is typically enrolling them in a class