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. WIKI LINK HOW TO: ADD A CUSTOM / ADDITIONAL USER ACCOUNT INFORMATION FIELD.
The Active Accounts table can be customized on the Table Defaults Tab of the Site Settings Module. WIKI LINK HOW TO: EDIT COLUMNS TABLE DEFAULTS TAB (SITE SETTINGS 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.)
WIKI LINK HOW TO: ADD AN ACCESS LEVEL FOR AN INDIVIDUAL
WIKI LINK HOW TO: EDIT AN INDIVIDUAL’S SUPERVISOR
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. WIKI LINK HOW TO: RESET THE PASSWORD FOR ANOTHER USER |
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. WIKI LINK EMAIL SETTINGS TAB: 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). WIKI LINK INACTIVE ACCOUNTS TAB: SITE SETTINGS MODULE Selecting “Deactivate Account” from the context menu will open a confirmation modal for account deactivation. WIKI LINK HOW TO: DEACTIVATE A USER ACCOUNT |
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. WIKI LINK HOW TO: REACTIVATE A DEACTIVATED ACCOUNT |
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. WIKI LINK HOW TO: ARCHIVE A USER ACCOUNT An account must first be archived before it can be deleted. WIKI LINK HOW TO: PERMANENTLY DELETE A USER ACCOUNT WIKI LINK HOW TO: REACTIVATE AN ARCHIVED ACCOUNT |
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. WIKI LINK USER: (NAME) PAGE IN PEOPLE MODULE |
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