TABLE OF CONTENTS
You can create an unlimited number of users in GEGI for all your school staff members and give them individual access to almost any page or function in the system.
Users
User management is performed on the Manage Users page (Admin menu tab → Users menu item). Here you can see all current users and perform user search using the Search & Order panel.
Besides the standard fields (Login, Password, Full Name, Email) GEGI users have several important specific settings:
- Transcript Signature (Full Name if empty) — when the user signs an official transcript, this field value will be displayed beside the user’s name.
- Inactive — this field will help to quickly revoke access to the system without removing the user. For example, when a staff member goes on vacation.
- Access Type — a most important setting. It defines user access to all GEGI pages. There are three options:
- Administrator — users with this access type will have complete access to all GEGI pages and functions.
- All Permissions — users with this access type will have the same access as an Administrator except for the Admin menu.
- Permissions Based on Assigned Roles — access is defined by roles and permissions assigned to the user.
- Campuses — defines user access to campuses.
- Programs — allows choosing programs the user will be able to work with.
- Roles — allows assigning user roles.
- Can View GEGI as Other Users — this setting allows a user to view GEGI as another user.
Note: After GEGI installation an Administrator account is automatically created with the login and the password provided during the registration.
Roles and Permissions
User access to most pages and functions of the system is defined by assigned or unassigned permissions. In other words, a permission is a right to access a specific GEGI page or a function. For example, the Leads & Students: Add permission allows users to add new leads.
Permissions are grouped into Roles for convenience. We recommend creating roles for different types of users, such as Registrar, Admission Advisor, Instructor, etc., and assigning corresponding permission to them.
Roles can be managed on the Manage Roles page (Admin menu tab → Roles menu item). To add a new role, enter its title and select permissions for the users in this role. You can also choose the type of user email notifications for this role.
Next: Programs and Groups
Prev: Basic Configuration