Accounts Page Active Tab
The Active Tab in the Accounts Module displays the Active Accounts Table, which lists user accounts in the KAStrack system.
Individuals with Supervisor module level access will only see the users they supervise on this table, while individuals with Admin module level access will see all users sitewide.
The Active Accounts Table shows account data. Account fields are used as the column headers. The default columns are Name, Username, Email, Access Levels, Supervisors, Status (active/inactive), and Last Active.
Any desired account field can be created by an administrator.
How To: Add a Custom/Additional User Account Information Field
To add a user account information field, open the Account Fields Tab in the Site Settings Module from the Main Menu.
Click the "Add a Field" clickable link above the Custom / Additional User Account Information Fields opening the Add Field Modal.
Input the label for the field.
Select the field type (text or email) from the dropdown menu.
Selecting the checkbox enables customization to "Allow multiple values," make the field "Required," or make it a "Sensitive Field."
Designating the field as a "Sensitive Field" allows an extra step in form security when integrating these fields within the Form module. The Form Designer must explicitly choose when they wish to use a sensitive field.
The Permissions Table determines who can view / edit their own and other user's fields. Selecting the checkbox gives the individual the specified permission. Deselecting the checkbox removed the permission.
Select the "Save" button and the custom field now shows in the table.
Use the Drag Me icon to drag and drop the field into your desired position of choice.
The Active Accounts table can be customized on the Table Defaults Tab of the Site Settings Module.
How To: Edit the Accounts Module Active Accounts Table
To edit the Active Accounts Table in the Accounts Module, go to the Table Defaults Tab in the Site Settings Module.
Select “Accounts: Active” from the dropdown menu.
Select the “Edit Columns” button, opening the Choose Columns Modal. The default column choices include: name, username, email, access levels, supervisors, become, status, last active, login, archive, first name, last night, employee ID, phone, Address 1 and Address 2 and any customized account fields.
How To: Add a Custom/Additional User Account Information Field
To add a user account information field, open the Account Fields Tab in the Site Settings Module from the Main Menu.
Click the "Add a Field" clickable link above the Custom / Additional User Account Information Fields opening the Add Field Modal.
Input the label for the field.
Select the field type (text or email) from the dropdown menu.
Selecting the checkbox enables customization to "Allow multiple values," make the field "Required," or make it a "Sensitive Field."
Designating the field as a "Sensitive Field" allows an extra step in form security when integrating these fields within the Form module. The Form Designer must explicitly choose when they wish to use a sensitive field.
The Permissions Table determines who can view / edit their own and other user's fields. Selecting the checkbox gives the individual the specified permission. Deselecting the checkbox removed the permission.
Select the "Save" button and the custom field now shows in the table.
Use the Drag Me icon to drag and drop the field into your desired position of choice.
The bars icon allows the columns to be positioned in the order of your choosing.
Click “Cancel” to return to the Table Defaults Tab without making any changes.
Select the “Save” button to make the desired changes and return to the Table Defaults Tab. A preview of the first five rows of the table is shown. Select the “View Live Table” button to be directed to the live table in the Accounts Module.
This would include any additional account fields created as discussed above plus other existing account fields such as First Name, Last Name, Employee ID, Phone, Address 1, and Address 2.
The Active Tab has two clickable links: Add User Access Level (allows for the alteration of a user’s access levels) and Quick Edit Supervisor Links (allows for the alteration of the users a supervisor manages.)
How To: Add an Access Level for an Individual
To add an access level for an individual user, go to the Active Tab on the Accounts Page of the Accounts Module. This tab is also accessible from the Main Menu. There are three ways to add an access level for a user from the Active Tab.
You can also update multiple users’ access levels via the Import Tab on the Accounts Page. When doing so, make sure to separate each access level with a semicolon.
How To: Bulk Import Account Information
Before bulk importing several new accounts, be sure that your organization has customized the account information fields to meet your needs. WIKI LINK TO ACCOUNT FIELDS TAB: SITE SETTINGS Once your account information preferences have been established in the Site Settings Module, you can begin organizing the CSV file for bulk imports.
Open the Import Tab on the Accounts Page in the Accounts Module.
Select the “Download Template” button to have KAStrack generate a template with the appropriate fields in separate columns that match the designated preferences in the Site Settings Module.
When your CSV file with new account information is complete, ensure it is saved with the CSV format UTF-8.
Click “Choose File,” and select the correct CSV file from your computer. Click “Open”.
Each of the Account Information fields will now show below the selected CSV file.
KAStrack scans the first row of your CSV file for matching column headers and attempts to map your column headers to the appropriate Account Fields. The dropdown menu next to each field will automatically be set to any matching column headings from the CSV.
If a matching column couldn't be found, you can manually choose which column should map to those Account Fields by choosing an option from the dropdown.
Select the “Import Accounts” button to import the information. Click “Cancel” to return to the Active Tab on the Accounts Page without saving information.
The Import Tab can also be used to update existing account information. The KAStrack- generated unique user ID is a required column in the CSV file if editing an existing account. This can be found in the URL at the top of your browser when viewing a user’s Account Info page, or by doing an account export.
How To: Export User Account Information
Open the Export Tab on the Accounts Page in the Accounts Module.
There are two checkboxes that allow for customization of your export. Both or neither can be included.
Select “Include archived accounts in export” to include archived accounts in your export. Select “Include inactive accounts in export” to include inactive accounts in your export.
Click “Export local accounts” and a CSV file will automatically be downloaded to your personal device.
Helpful Tips for Bulk Imports
The CSV document created to import account information will vary based on your customized Site Settings. Required account fields are username, password, first and last name. Required status for fields is designated by an asterisk (*). Each included field should be represented by its own column in the CSV document.
Required system user account information fields do not show as required on the Account Fields Tab on the Site Settings Page.
Helpful Tips for Account Information Bulk Imports | |
Field | Comments / Suggestions |
User ID | The User ID is a unique system ID for the user. Leave blank to create a new user. |
Username* | Required Field. Character usage is limited to lowercase letters, numbers, hyphens, underscores, periods, or at signs. A username cannot contain spaces and cannot start with an underscore. When editing an existing account via imports, the username and email cannot be changed simultaneously. |
This field may be left blank when creating a new user. If so, an email address will be generated for the user with the format: username@sitename.kastrack.com. When editing an existing account via imports, the username and email cannot be changed simultaneously. | |
Password* | Required Field. Default settings require a minimum of 8 characters. All passwords created in an import will be temporary. Users will be required to update their password upon their initial login. |
First Name* | Required Field. |
Last Name* | Required Field. |
Access Levels | KAStrack defaults: Employee, Supervisor, Admin, Observer. Customized Access Levels can be created. Separate multiple values with a semi-colon. If a user is not assigned an Access Level, they will not have access to ANY modules. This column can be left blank if the Access Level is identified in the Registration Profile applied to the user. |
Supervisor | The supervisor’s username must be entered verbatim. Separate multiple values with a semi-colon. This column can be left blank if the Supervisor is identified in the Registration Profile applied to the user. |
Certification Role | Allows assignment of roles in the People Module. Multiple values should be separated with a semi-colon. Role names must be preceded by Company name as listed in the People Module, e.g. CompanyName RoleName. This column can be left blank if Certification Roles are identified in the Registration Profile applied to the user. |
Status | User status cannot be changed through import. All new imported accounts will automatically be Active. |
Employee ID | This is an optional field (included by default settings) that can be edited or removed by going to the Account Fields Tab in Site Settings. |
Phone | This is an optional field (included by default settings) that can be edited or removed by going to the Account Fields Tab in Site Settings. |
Address 1 | This is an optional field (included by default settings) that can be edited or removed by going to the Account Fields Tab in Site Settings. |
Address 2 | This is an optional field (included by default settings) that can be edited or removed by going to the Account Fields Tab in Site Settings. |
Registration Profile | This column is used to apply Registration Profiles to accounts. The full name of the Registration Profile must be entered. The following fields listed above can be modified through the Registration Profile: Access Levels, Supervisors, and Certification Roles. |
Custom Fields | If other custom fields have been created on the Account Fields Tab in Site Settings, they can be included as column headers in an Import. These fields may or may not be required based on their settings in the Account Fields Tab. |
Adding an Access Level Using the Add User Access Level Quick Link
To add an access level using the add user access level quick link, go to the Active Tab on the Accounts Page.
“Add User Access Level” opening the Add Access Level Modal.
Select the individual user from the list provided on the dropdown menu.
Select the Access Level you would like to add to the user’s account.
Select the “Save” button to save the changes within the system or click “Cancel” to return to the Active Tab on the Accounts Page.
A second way to edit a user’s access levels is from the Active Accounts Table (if the Access Level column is included on the Active Accounts Table, which can be customized).
The modal will display two columns: Selected Access Levels (what has been assigned to the user) and Available Access Levels (what can still be assigned). Drag and drop the designations as desired or click an item to move it from its current column to the other.
Select the “Save Access Levels” button at the bottom of the modal to save the changes or click “Cancel” to return to the Active Accounts Tab on the Accounts Page.
Adding an Access Level by Editing a User's Account Information
To add an access level by editing a user’s account information, go to the Active Tab of the Accounts Page. Select the three dots (…) icon in the Name column opening the context menu for the specific user, and select “Edit Account Info”. Click “Add/Edit Access Level(s)” in the Access Levels Field.
The Select Access Levels Modal will display the two-column drag-and-drop tool.
Adding an Access Level from the Active Accounts Table
Adding an access level from the active accounts table is only possible if the access level column shows on the active accounts table, which is included by default. If the column is not visible, it can be added through the Site Settings Module.
How To: Edit the Accounts Module Active Accounts Table
To edit the Active Accounts Table in the Accounts Module, go to the Table Defaults Tab in the Site Settings Module.
Select “Accounts: Active” from the dropdown menu.
Select the “Edit Columns” button, opening the Choose Columns Modal. The default column choices include: name, username, email, access levels, supervisors, become, status, last active, login, archive, first name, last night, employee ID, phone, Address 1 and Address 2 and any customized account fields.
How To: Add a Custom/Additional User Account Information Field
To add a user account information field, open the Account Fields Tab in the Site Settings Module from the Main Menu.
Click the "Add a Field" clickable link above the Custom / Additional User Account Information Fields opening the Add Field Modal.
Input the label for the field.
Select the field type (text or email) from the dropdown menu.
Selecting the checkbox enables customization to "Allow multiple values," make the field "Required," or make it a "Sensitive Field."
Designating the field as a "Sensitive Field" allows an extra step in form security when integrating these fields within the Form module. The Form Designer must explicitly choose when they wish to use a sensitive field.
The Permissions Table determines who can view / edit their own and other user's fields. Selecting the checkbox gives the individual the specified permission. Deselecting the checkbox removed the permission.
Select the "Save" button and the custom field now shows in the table.
Use the Drag Me icon to drag and drop the field into your desired position of choice.
The bars icon allows the columns to be positioned in the order of your choosing.
Click “Cancel” to return to the Table Defaults Tab without making any changes.
Select the “Save” button to make the desired changes and return to the Table Defaults Tab. A preview of the first five rows of the table is shown. Select the “View Live Table” button to be directed to the live table in the Accounts Module.
To add an access level from the Active Accounts Table, go to the Active Tab on the Accounts Page.
Select the pencil icon to the right of the access level in the Access Levels Column. This opens the Select Access Levels Modal.
The modal will display two columns: Selected Access Levels (what has been assigned to the user) and Available Access Levels (what can still be assigned). Drag and drop the designations as desired or click an item to move it from its current column to the other.
Select the “Save Access Levels” button at the bottom of the modal to save the changes or click “Cancel” to return to the Active Accounts Tab on the Accounts Page.
How To: Edit a User's Supervisor
To edit an individual user’s supervisor in KAStrack, go to the Active Tab on the Accounts Page of the Accounts Module. This tab is also accessible from the Main Menu. There are three ways to edit a supervisor from the Active Tab.
You can also update multiple users’ access levels via the Import Tab on the Accounts Page. When doing so, make sure to separate each access level with a semicolon.
How To: Bulk Import Account Information
Before bulk importing several new accounts, be sure that your organization has customized the account information fields to meet your needs. WIKI LINK TO ACCOUNT FIELDS TAB: SITE SETTINGS Once your account information preferences have been established in the Site Settings Module, you can begin organizing the CSV file for bulk imports.
Open the Import Tab on the Accounts Page in the Accounts Module.
Select the “Download Template” button to have KAStrack generate a template with the appropriate fields in separate columns that match the designated preferences in the Site Settings Module.
When your CSV file with new account information is complete, ensure it is saved with the CSV format UTF-8.
Click “Choose File,” and select the correct CSV file from your computer. Click “Open”.
Each of the Account Information fields will now show below the selected CSV file.
KAStrack scans the first row of your CSV file for matching column headers and attempts to map your column headers to the appropriate Account Fields. The dropdown menu next to each field will automatically be set to any matching column headings from the CSV.
If a matching column couldn't be found, you can manually choose which column should map to those Account Fields by choosing an option from the dropdown.
Select the “Import Accounts” button to import the information. Click “Cancel” to return to the Active Tab on the Accounts Page without saving information.
The Import Tab can also be used to update existing account information. The KAStrack- generated unique user ID is a required column in the CSV file if editing an existing account. This can be found in the URL at the top of your browser when viewing a user’s Account Info page, or by doing an account export.
How To: Export User Account Information
Open the Export Tab on the Accounts Page in the Accounts Module.
There are two checkboxes that allow for customization of your export. Both or neither can be included.
Select “Include archived accounts in export” to include archived accounts in your export. Select “Include inactive accounts in export” to include inactive accounts in your export.
Click “Export local accounts” and a CSV file will automatically be downloaded to your personal device.
Helpful Tips for Bulk Imports
The CSV document created to import account information will vary based on your customized Site Settings. Required account fields are username, password, first and last name. Required status for fields is designated by an asterisk (*). Each included field should be represented by its own column in the CSV document.
Required system user account information fields do not show as required on the Account Fields Tab on the Site Settings Page.
Helpful Tips for Account Information Bulk Imports | |
Field | Comments / Suggestions |
User ID | The User ID is a unique system ID for the user. Leave blank to create a new user. |
Username* | Required Field. Character usage is limited to lowercase letters, numbers, hyphens, underscores, periods, or at signs. A username cannot contain spaces and cannot start with an underscore. When editing an existing account via imports, the username and email cannot be changed simultaneously. |
This field may be left blank when creating a new user. If so, an email address will be generated for the user with the format: username@sitename.kastrack.com. When editing an existing account via imports, the username and email cannot be changed simultaneously. | |
Password* | Required Field. Default settings require a minimum of 8 characters. All passwords created in an import will be temporary. Users will be required to update their password upon their initial login. |
First Name* | Required Field. |
Last Name* | Required Field. |
Access Levels | KAStrack defaults: Employee, Supervisor, Admin, Observer. Customized Access Levels can be created. Separate multiple values with a semi-colon. If a user is not assigned an Access Level, they will not have access to ANY modules. This column can be left blank if the Access Level is identified in the Registration Profile applied to the user. |
Supervisor | The supervisor’s username must be entered verbatim. Separate multiple values with a semi-colon. This column can be left blank if the Supervisor is identified in the Registration Profile applied to the user. |
Certification Role | Allows assignment of roles in the People Module. Multiple values should be separated with a semi-colon. Role names must be preceded by Company name as listed in the People Module, e.g. CompanyName RoleName. This column can be left blank if Certification Roles are identified in the Registration Profile applied to the user. |
Status | User status cannot be changed through import. All new imported accounts will automatically be Active. |
Employee ID | This is an optional field (included by default settings) that can be edited or removed by going to the Account Fields Tab in Site Settings. |
Phone | This is an optional field (included by default settings) that can be edited or removed by going to the Account Fields Tab in Site Settings. |
Address 1 | This is an optional field (included by default settings) that can be edited or removed by going to the Account Fields Tab in Site Settings. |
Address 2 | This is an optional field (included by default settings) that can be edited or removed by going to the Account Fields Tab in Site Settings. |
Registration Profile | This column is used to apply Registration Profiles to accounts. The full name of the Registration Profile must be entered. The following fields listed above can be modified through the Registration Profile: Access Levels, Supervisors, and Certification Roles. |
Custom Fields | If other custom fields have been created on the Account Fields Tab in Site Settings, they can be included as column headers in an Import. These fields may or may not be required based on their settings in the Account Fields Tab. |
Using the Quick Edit Supervisor Link
To add a supervisor for an employee using the Quick Edit Supervisor Link, go to the Active Tab on the Accounts Page.
Click “Quick Edit Supervisor Links” opening the Set Supervised Users Modal.
Select the supervisor from the dropdown menu provided. KAStrack will then open a list of users to be listed under the selected supervisor in the organization’s hierarchal structure.
The checkbox on the first row allows for the selection of all employees listed. You can also click the appropriate checkboxes individually.
Select the “Save Changes” button to save the changes within the system or click “Cancel” to return to the Active Tab on the Accounts Page.
By Editing a User's Account Information
To edit a user’s supervisors by editing a user’s account information, go to the Active Tab of the Accounts Page. Select the three dots (…) icon in the Name column opening the context menu for the specific user and select “Edit Account Info”.
Click “Add/Edit Supervisor(s)” in the Supervisor(s) Field opening the Choose Supervisor Modal.
The Choose Supervisor(s) Modal will display the two-column drag-and-drop tool.
There are two columns: Selected Supervisor(s) (what has been assigned to the user) and Available Supervisor(s) (what can still be assigned). Drag and drop the designations as desired or click an item to move it from its current column to the other.
Select the “Save Supervisor(s)” button at the bottom of the modal to save the changes or click “Cancel” to return to the Edit Account Info Page.
From the Active Accounts Table
Editing a supervisor from the active accounts table is only possible if the Supervisor column shows on the Active Accounts Table, which included by default. If the column is not visible, it can be added through the Site Settings Module.
How To: Edit the Accounts Module Active Accounts Table
To edit the Active Accounts Table in the Accounts Module, go to the Table Defaults Tab in the Site Settings Module.
Select “Accounts: Active” from the dropdown menu.
Select the “Edit Columns” button, opening the Choose Columns Modal. The default column choices include: name, username, email, access levels, supervisors, become, status, last active, login, archive, first name, last night, employee ID, phone, Address 1 and Address 2 and any customized account fields.
How To: Add a Custom/Additional User Account Information Field
To add a user account information field, open the Account Fields Tab in the Site Settings Module from the Main Menu.
Click the "Add a Field" clickable link above the Custom / Additional User Account Information Fields opening the Add Field Modal.
Input the label for the field.
Select the field type (text or email) from the dropdown menu.
Selecting the checkbox enables customization to "Allow multiple values," make the field "Required," or make it a "Sensitive Field."
Designating the field as a "Sensitive Field" allows an extra step in form security when integrating these fields within the Form module. The Form Designer must explicitly choose when they wish to use a sensitive field.
The Permissions Table determines who can view / edit their own and other user's fields. Selecting the checkbox gives the individual the specified permission. Deselecting the checkbox removed the permission.
Select the "Save" button and the custom field now shows in the table.
Use the Drag Me icon to drag and drop the field into your desired position of choice.
The bars icon allows the columns to be positioned in the order of your choosing.
Click “Cancel” to return to the Table Defaults Tab without making any changes.
Select the “Save” button to make the desired changes and return to the Table Defaults Tab. A preview of the first five rows of the table is shown. Select the “View Live Table” button to be directed to the live table in the Accounts Module.
To add a supervisor for an employee from the Active Accounts Table, go to the Active Tab on the Accounts Page.
Select the pencil icon to the right of the supervisor in the Supervisors Column. This opens the Select Supervisors Modal.
Select the checkboxes to the left of the desired supervisor(s). Then select the “Save Changes” button to save the changes within the system or click “Cancel” to return to the Active Tab on the Accounts Page.
Select the “Include Deactived Accounts” checkbox to view accounts that are inactive on the active accounts table.
On the Active Tab, bulk actions are only available to individuals with Admin module level access. Selecting any checkbox in a row opens a bulk actions modal above the table. Selecting the checkbox in the first column of the top row selects / deselects all rows in the table.
Bulk action options are Deactivate, Archive, and Export QR Codes.
Active Accounts Table Context Menu Explanations
The three dot (…) icon shown in the Name Column of the Active Accounts Table opens the Active Accounts Table context menu. The context menu has seven options for account management: View Account Info, Edit Account Info, Reset Password, Send Welcome Email, Deactivate Account, Archive Account, and View Certificates.
Active Accounts Table Context Menu Explanations | |
Option | Explanation |
View Account Info | Selecting “View Account Info” from the context menu opens the Account Info Tab for the user selected. The context menu from this page offers the same options as the Active Accounts Table. |
Edit Account Info | Selecting “Edit Account Info” from the context menu opens the Edit Account Info Tab for the user selected. Changes can be made to a user’s personal information from this page. You must select “Save” at the bottom of the page for changes to be saved in the system. Required fields are denoted by an asterisk (*). When editing an existing account, only the username or the email fields can be changed at the same time. |
Reset Password | Selecting “Reset Password” opens the Reset Password Tab for the user selected. How To: Reset the Password for Another UserTo reset the password for another user, you must have Admin or Supervisor Module Level access for the Accounts Module. By default, both Admin and Supervisor Access Levels have the ability to change passwords. Access levels are customized in the Site Settings Module. Open the Active Accounts Table on the Active Tab of the Accounts Page and select the three dot (…) icon next to the name of the user whose password you wish to reset.
Select “Reset Password” from the context menu opening the Reset Password Tab on the Accounts Page.
It is required that you enter your account password to reset another user’s password. Then enter the new password for the user selected in the “Enter new password” textbox. Default settings require the new password be a minimum of 8 characters. Re-enter the new password in the “Confirm new password” textbox to ensure the new password is as intended. The eyeball icon allows you to see what was entered and check for errors. An email will be sent to the user with a password reset link. The user will not need the temporary password you selected to reset their password. Password requirements can be altered by administrators for all users of the KAStrack system by visiting the Security page of the Site Settings Module. How To: Edit Password RequirementsTo edit password requirements, open the Security Tab in the Site Settings Module. The current settings will show before changes are made.
Select the “Edit Security Settings” button, opening an editable Password Requirements Page.
Input a whole number as your preferred minimum length requirement into the textbox. Select the appropriate checkboxes to require users to have an uppercase letter, lowercase letter, special character, and/or number in the password. Selecting the “Force users who do not meet requirements to reset on next login” checkbox will require any existing users whose password is no longer compliant to reset their password when they attempt to login next. New users will be forced to meet the requirements when they login for the first time / register their account.
Click “Cancel” to return to the Security Tab without making any changes. Select the “Save” button and return to the Security Tab. The changes made and saved are now reflected on the Security Tab. If you select the “Set as a temporary password” checkbox, the user will be required to reset their password on their next login. Select “Save” to reset the password and email the user the password reset link. Click “Cancel” and return to the Account Info: (User’s Name) Page without resetting the password. |
Send Welcome Email | Selecting “Send Welcome Email” from the context menu will automatically send a welcome email to the user without additional prompting.
Confirmation that the welcome email was sent is indicated by a confirmation message stating “Welcome email sent!” that shows under the Active Accounts Page header. The user will receive an automated message sharing their username and a link to your organization’s KAStrack login page. The default message is shown below.
Whether or not welcome emails are sent to a user when their account is created is a customizable choice designated on the Email Settings Tab of the Site Settings Module. |
Deactivate Account | Deactivated accounts are not visible anywhere in KAStrack, including Reports. Users have the ability to personally re-activate a deactivated account by logging in (if permission to do so has been granted in the Site Settings Module). Selecting “Deactivate Account” from the context menu will open a confirmation modal for account deactivation. How To: Deactivate a User AccountTo deactivate an account, open the Active Tab on the Accounts Page in the Accounts Module.
Click the three dot (…) icon next to the user in the Active Accounts Table, opening the context menu. Select “Deactivate Account” from the context menu, opening a Confirmation Modal for account deactivation.
The modal states, “Are you sure you want to deactivate this account? Deactivated accounts are not visible anywhere on the site, including reports. Users with deactivated accounts may be allowed to re-activate their accounts by logging in depending on settings in Site Settings.” Select the “OK” button to deactivate the selected user account. Select the “Cancel” button and return to the Active Tab on the Accounts Page. |
Make Active | Make Active only shows on the context menu when a user account has been deactivated, replacing the “Deactivate Account” option. Selecting “Make Active” from the context menu will reactivate a deactivated account. How To: Reactivate a Deactivated AccountTo reactivate a deactivated account, open the Active Tab on the Accounts Page in the Accounts Module. Select the “Include Deactivated Accounts” checkbox above the Active Accounts Table.
Any deactivated accounts will now show in the Active Accounts Table. They are identified by red highlighted cells.
Click the three dot (…) icon in the Name column of the deactivated account to open the context menu.
Select “Make Active”.
|
Archive Account | Archived accounts are not visible anywhere in KAStrack, including Reports, and archived users are unable to log back into KAStrack unless an administrator restores their account first. Selecting “Archive Account” from the context menu opens a Confirmation Modal allowing for an account to be archived. An account must first be archived before it can be deleted. How To: Archive a User AccountTo archive an account, open the Active Tab on the Accounts Page in the Accounts Module. Click the three dot (…) icon next to the user in the Active Accounts Table, opening the context menu. Select “Archive Account”.
Selecting “Archive Account” from the context menu will open a Confirmation Modal.
The modal states, “Are you sure you want to archive this account? Archived accounts are not visible anywhere on the site, including reports.” Select the “OK” button to archive the selected user account. The user account will be removed from the table of active accounts. Their account information is now found under the Archived Tab on the Accounts Page. Select the “Cancel” button and return to the Active Tab on the Accounts Page. How To: Permanently Delete a User AccountAn account must first be archived before it can be deleted. How To: Archive a User AccountTo archive an account, open the Active Tab on the Accounts Page in the Accounts Module. Click the three dot (…) icon next to the user in the Active Accounts Table, opening the context menu. Select “Archive Account”.
Selecting “Archive Account” from the context menu will open a Confirmation Modal.
The modal states, “Are you sure you want to archive this account? Archived accounts are not visible anywhere on the site, including reports.” Select the “OK” button to archive the selected user account. The user account will be removed from the table of active accounts. Their account information is now found under the Archived Tab on the Accounts Page. Select the “Cancel” button and return to the Active Tab on the Accounts Page. To permanently delete a user account, go to the Archived Tab on the Accounts Page in the Accounts Module.
Identify the user whose account you want to permanently delete and click “Permanently Delete” within that user’s information row.
A confirmation modal appears stating, “This cannot be undone! Are you sure you want to permanently delete this account and all associated certifications from the system?” Select the “OK” button to permanently delete the user’s account. Click “Cancel” to return to the Archived Tab without making any changes. If you wish to delete multiple accounts at once, use the checkboxes beside each account to select multiple accounts, then click the Permanently Delete button from the With Select popup above the table once checkboxes have been selected. How To: Restore an Archived User AccountTo restore an archived account, go to the Archived Tab on the Accounts Page in the Accounts Module.
All archived accounts show in the Archived Accounts Table. Identify the user whose account you want to restore and select the “Un-archive” button.
A message will appear in blue indicating that the selected user has been un-archived. The user no longer appears on the Archived Tab, showing on the Active Account Table on the Active Tab instead. If you wish to restore multiple accounts at once, use the checkboxes beside each account to select multiple accounts, then click the Un-archive button from the With Select popup that shows above the table once checkboxes have been selected. |
View Certificates | Selecting “View Certificates” from the context menu will open the User Page on the User Certifications Tab in the People Module. If “View Certificates” does not show on the context menu, it’s likely that user does not have access to the People Module. |
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