Users

The staff directory: one account for every person who signs in, with their personal and employment details, units and permissions.

Where: Menu › People › Users
Who: HR officers and administrators. Heads of department can view the directory.
Permissions: view_users to open it; add_users, edit_users, deactivate_users, reactivate_users, reset_user_password, reset_user_onboarding, edit_locked_user_fields, export_users. See Users permissions.
How-to: Add, import and manage users

All Users, searched for the test accounts.

Screens

All Users: The directory. Search by name, email or staff ID; filter by unit, status and role; Export to Excel or CSV; Add User.
Create New User: Personal information, temporary password, employment details and permissions.
User Details: Tabs Personal Info, Employment, Permissions, Logs and Admin Actions (reset password, deactivate / reactivate, reset onboarding), with Quick Stats on the right.
Edit User: Tabs Details, Employment and Permissions, each saved separately, plus Account password.

Pending activation: Created, not signed in yet.
Onboarding required: Must confirm photo, contact numbers and signature at next sign-in.
Active: Signed in and set up.
Inactive: Deactivated; cannot sign in. History is kept.

Names, Email Address: The email is used to sign in, as is the staff number.
Phone Number, Date of Birth: Locked once the person finishes onboarding; only people with “Edit locked record fields” can correct them.
User Groups: The person's departments or units (more than one allowed).
Role: User, Head (HOD / HOU), HR Manager, Accountant, Administrator, Managing Director or Super Admin. Used by “anyone with a role” approval steps.
Position, Employee ID, Hire Date, Annual Salary (₦): Employment details.
Salary Scale, Date of Present Appointment, IPPIS Number, Qualifications, State of Origin, LGA: Nominal-roll details, filled in by the bulk import.
Permissions: What the person can open and do, stored on the person. See Roles & permissions.