User Management
User Management
Guides for creating user accounts and understanding role-specific setup.
User creation is a frequent workflow. Use these guides to choose the right role, fill the important fields, and avoid setup mistakes.
Start with the shared user guide, then use the role guide when the account is staff, student, or agent.
Create a User
Shared role, login, profile, and document fields.
Create a Staff User
Staff access groups and workspace access.
Create a Student User
Student path, intake, registration, and finance impact.
Create an Agent User
Agent type, approval, consultant, and commission impact.
Guide Map
| Guide | Use it when |
|---|---|
| Create a User | You need the shared fields used by most accounts. |
| Create a Staff User | The person will work inside the internal workspace. |
| Create a Student User | The account belongs to a learner. |
| Create an Agent User | The account belongs to someone who brings students and may receive commission. |