User Guide
...
Configuration
Staff and Instructors
Navigating Staff
the staff & instructors section is where you manage all internal users at your institution, including admins, advisors, instructors, finance staff, and more from here, you can view a full list of staff, assign roles, manage access, and add new users to access this section, click on your name in the top right corner of the screen and select staff & instructors from the dropdown menu understanding user roles before adding staff or instructors, it’s important to understand how roles work in ampeducator roles define what each user can access and manage in the system you can assign one or more roles to a user to reflect their responsibilities for example, someone working the front desk may need both admissions advisor and front office roles ampeducator role definitions admin full access to all parts of the application, including all staff, prospects, students, courses, and programs only admins can delete information second admin (backup) a recommended backup admin user who can take over if the main admin is unavailable this is not a separate role but rather another user with admin privileges location admin manages everything within the locations they’re assigned to, except for the institution account if your organization has multiple locations, you can assign a location admin for each in some cases, separate ampeducator accounts may be necessary for privacy and financial reasons admissions director full access to all prospects and admissions reports if this person needs to be assigned to specific prospects, they also need the admissions advisor role admissions advisor access to prospects they’ve been assigned only users with this role can be assigned as admissions advisors registrar access to students, courses, programs, and related reports student advisor access to the students they’ve been assigned and read only access to courses and programs finance full access to student accounts and financial reports instructor access to courses they’ve been assigned to and read only access to students instructors can be given many additional permissions for course management, such as managing announcements, assignments, attendance, content, grades, tests, and more front office read only access to prospects, students, courses, and programs agencies & agents managed under the “agencies” section you must have admin privileges to access this feature student automatically assigned when a student is created when students log in, they see the student portal view rather than the staff view tip consider testing roles with a sample user to confirm what each role provides access to before assigning them broadly more actions the more actions menu in the staff & instructors section provides a couple of helpful tools for bulk actions, including sending or resetting login credentials and managing staff id cards these features make it easy to onboard multiple staff at once and prepare ids without needing to open each profile individually send / reset staff account details if you need to send or reset login information for multiple staff members at once, you can do this quickly using the more actions menu first, check the box next to each staff member’s name then, click more actions and select send / reset account details this will begin a background process to email updated account details to the selected staff members once the request is submitted, you'll see a confirmation message at the top of the screen you can track the progress of this job under user jobs this is especially helpful at the beginning of a term or when onboarding new staff who need access to the system for individual staff, you can use the lock icon next to the staff member’s name to send or reset their password directly tagging and printing staff id cards before using this feature, you must first configure and design your id cards under id cards docid\ voqs21junjdk07nz0wcvp this is where you can customize the layout, fields, and overall design of your printed id cards once set up, you can manage staff id card tagging and printing from the staff list using the more actions menu tag selected for id – check off the staff you want to print id card for and then click this option a message will confirm they’ve been tagged, and a printer icon will appear next to each tagged staff member untag ids – this removes the id card tag from all staff, not just the selected ones print tagged ids – this generates a pdf file of all currently tagged staff id cards and automatically saves it to your device tagging and printing staff id cards is a simple way to manage batches of ids without needing to reselect staff each time once your card layout is configured, this process helps ensure that all staff receive a consistent, professional id with minimal effort