The Fease system allows administrators to manage access for various school personnel by adding, removing, and defining user roles. Proper user management ensures that staff have the appropriate permissions to view or action fee-related tasks, maintaining security and operational efficiency.
You may either access Fease from d6+ Finance via the Fease button or by going to the following URL: “1234.fease.tech” where 1234 is the school id number. You will be able to log-in with your d6 account details via Single Sign On.
To manage system users, navigate to Configuration and then System Users within the Fease dashboard. This section provides an overview of existing users and options to modify them.
Please note: The number of system users allowed is subject to the school's chosen price plan.
Follow these steps to add a new user to the Fease system:
Navigate to System Users: From the Fease dashboard, go to Configuration and select System Users.
Click 'Add New User': Locate and click the button to add a new user.
Enter User Details:
Name: Enter the full name of the new user (e.g., "Sunny").
Email Address: Provide the user's email address.
Assign User Rights: Select the appropriate level of access for the user:
View Only: Users with this right can view information within the Fease system but cannot perform any actions or make changes.
User: Users can perform most actions within the system (e.g., follow up on accounts) but cannot access or modify configuration settings (e.g., templates, workflows).
Administrator: Administrators have full access and can perform all actions, including modifying templates, changing workflows, and other configuration settings.
Save Manually: Click the 'Save' button to create the user account in the system.
Send Invitation Email: After saving, an invitation email must be sent to the newly created user.
Important: This invitation email is valid for 24 hours only. The user must accept the invitation within this timeframe to gain access.
Resending Invitation: If the invitation expires or is not accepted, you will need to resend a new invitation from the System Users section.
To remove or archive a user from the Fease system:
Navigate to System Users: From the Fease dashboard, go to Configuration and select System Users.
Select User to Remove: Locate the user you wish to remove or archive from the list.
Click 'Archive': Select the appropriate option next to the user's entry. This action will archive the user's access, effectively removing them from active use.
By following these steps, you can effectively manage who has access to your school's Fease system and what level of control they possess.
This FAQ addresses common questions regarding the management of system users within the Fease module of the d6 School Management System.
1. How do I access user management settings in Fease?
To manage system users in Fease, you would typically navigate to the Configuration tab in the main menu and then look for an option like System Users within that section.
2. What are the key aspects of user management in Fease?
User management in Fease generally involves adding new users, modifying existing user permissions, and potentially deactivating or reactivating user accounts. This ensures that only authorised personnel have access to specific functionalities and data within the Fease module.
3. Can I assign different roles or permission levels to users in Fease?
Yes, it is expected that Fease would allow the assignment of different roles or permission levels to users. This means you can control what each user can view, edit, or perform (e.g., access financial reports, manage workflows, add notes, or send communications) based on their responsibilities within the school's financial administration.
4. How can I add a new user to Fease?
To add a new user, you would go to Configuration > System Users. There should be an option click New where you can input their details (name, email) and assign their appropriate role or permissions.
5. What should I do if a user leaves the school or no longer requires access to Fease?
If a user no longer requires access, it's crucial to either deactivate or remove their account. You can usually do this by navigating to Configuration > System Users, finding the specific user, and then selecting an option to Deactivate, Disable, or Remove their access. Deactivating is often preferred as it retains historical data associated with that user while preventing further access.
6. Is there an audit trail for user activities within Fease?
Yes, an audit trail exists. You can find this under Reports > User Activity, where you will be able to see all activity conducted by any of your users that have been created on Fease.