Manage Users of B16+
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      3. Manage Users of B16+

      How to add staff into your bursary platform

      This article will show you how to add and allow your colleagues or staff members access to the bursary platform

      Table of Contents

      Navigation:

      To add a new staff member, navigate to settings > school settings > users.

      You will then see you have the option either to + Add User Manually (if it is just a single staff member being added) or Import users, if you have a group of staff to add and would like to do so in bulk. 

      Permissions:

      Prior to adding your new users, you can also click on the permissions tab to check which role or permission group you want to assign to the new users. Each Permission Group has different level of Access or Restrictions which you may edit.

      


      To add a user manually:
      

      

      Click the "Add User Manually" button on the right side of your screen. 
      

      A pop-up box will appear and you should then complete each field. Job Role contains a pre-set list of roles and you should choose something which is closest in value to the role of the staff member being added. Permission will show the list of permissions as referred to previously.
      

      

      Marking someone as a "key contact" will mean they receive communications from us regarding webinars, events and admissions news. This is the person we would contact should we notice anything you need to be aware of; it is vital to have at least one key contact per school; we recommend two.
      

      "Enable staff" means they will be activated within your system and will be able to log in once they have been sent their credentials. There is the option to leave this unchecked - for example, if you are adding someone who will be starting in the new term; you could add them to your system now but leave them deactivated until they have actually joined your school. 
      

      Click the "Create" button to save the changes and add them to your site. 
      


      To Import Users (Bulk):
      

      

      Click the "import users" button on the right hand side. 
      

      There you will see a sample file or template which you can download and complete with the details of your staff members. 
      

      Once you have added your data to the file and saved it (as a CSV), you can then click "choose file" and then "submit". 
      

      



      Sending Welcome Email:
      The new staff members' details will appear in the table below and if you want to send them the welcome email containing their password, select them using the checkbox on the left of the table and then click "Send Welcome Email". 
      

      

      

      After sending the welcome email, you have the option to verify the status of the email in the last column of the Users table. In the event that the recipient did not receive the welcome email, kindly request them to check their spam folder.
      

      

       
      

      If you require any help while adding a user, please feel free to give us a call at 0208-762-0882. We are here to assist you with any queries or concerns you may have.