Users Overview

Centralised List of Users

Having a centralised list of all User information can help your administration team to maintain and see in real-time up-to-date customer information from one place.

Configurable and Customisable

To support your ways of working, Custom Fields can be created to ensure you are storing all useful and relevant information needed about your Customers, and Configure Forms can be used by Super Admins to define what information is mandatory for your Users.

Tracked User Activity

Delegate records, Booking records, Invoicing and User award records all link back to Users. By having a list of all Users, you can track their activity all from one place!

Access Control

Training Administrators can control whether your customer Users are Managers or Individuals to define their access level when they log in to your platform, additional ‘restrict bookings’ is available where needed to prevent specific people from being able to make course bookings.

Security / Data Protection

To support Security & Data Protection, your accessplanit platform has support for MFA logins to protect logins and data, additionally you can anonymise User data when their information is no longer necessary without deleting their record and their history.

Users

Every person recorded in your accessplanit platform is stored as a ‘User’, this includes training administrators, course trainers, the people who attend your courses, and the people who book your courses.

Accounts

Each User in your platform needs to belong to at least one ‘Account’, this is typically their employer.

The are two types of Accounts in your platform:

👩‍🏫 Training Provider Accounts

These Accounts offer Courses.

Your User will belong to a Training Provider Account.

🏢 Customer Accounts

Your customer Users will belong to customer Accounts.

These Accounts make bookings onto Courses.

Any users who do not wish to be stored with employer/company information are members of the "Guest Account".

Main Account Name

This is the primary Account / employment for the User, this is used for filtering and reporting.

Employment

Employment is where you can manage which Account(s) a User is assigned to, including their start and end dates fro their employment, and selecting which Account is their ‘Main Account'.

Management

Management is where you can specific the Users, Accounts, or Account Groups that your selected User is the manager for, so that they can receive email updates about them.

Please note: This is different to the role of Manager, please see below for details of the Manager Role.

Roles

Roles allow you to choose what access a User has when they log in to your accessplanit platform; whether this be an Individual, a Manager, or a Super/Training Administrator

Main Role

If a User has multiple Roles assigned to them, this is their primary Role, this is used for filtering and reporting.

Role: Individual

Individual Users can view and manage their own personal information, and book themselves onto Courses.

Role: Manager

Manager Users can view and manage the personal information of Users that are employed by Accounts they manage, and book these Users onto Courses.

Role: Training Administrator

Training Administrators can complete all core course admin actions, read more.

Role: Super Administrator

Super Administrators have access to all admin actions including security options, read more.