Applicable to: Institutional Admin

Step-by-Step... How to Add User Accounts in AEFIS

Step 1: Log into your AEFIS account 

Step 2: Select the three white horizontal lines in the top left corner to open the AEFIS Main Menu

Step 3: Navigate to Admin Tools>User Accounts 

Step 4: Select the blue +ADD USER tab in top right corner 

Step 5: A new pop-up window will appear, and fill out the following tabs and corresponding fields 

• User Type 
  • First, choose a user type 
    
    • University User* This is the most common, and you should likely select this
    • New User by Email 
• User Information
  • University User - fill out the following information 
    • User Email Address
    • First Name 
    • Last Name
    • University ID
    • User Name 
  • New User by Email - fill out the following information 
    • User Email Address 
• User Roles
  • Select the Roles drop down and select the desired roles to add to the user account

• • Select the blue +ADD ROLE button to add the desired roles 
  • In the corresponding row of the newly added role, select Edit Parent Objects (pencil icon) 
  • Select the desired Parent Object(s) - this object will determine what the role grants access to.  You may multi-select objects.
  • Select the right-directional arrow to assign the Parent Object

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Step 6: Once you've made the desired inputs, select the blue OK button

Step 7:  Select the blue Save User tab 

Step-by-Step... How to Edit Roles for Users in AEFIS 

Step 1: From the User Accounts Manager page, use the +Add Filter option or the search bar to locate the desired user

Step 2: Select the Manage button in the corresponding row of the desired user 

Step 3: Select the Roles tab in the panel on the left-hand side

Step 4: Select the Roles drop-down 

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Step 5:  Select the desired role

Step 6: Select the blue Add Role button

Step 7: Select the + Edit Parent Objects for the corresponding new role

Step 8: Select the desired Parent Object(s)

Step 9: Select the right-directional arrow to assign the Parent Object

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Step 10: Once you've made the desired inputs, select the blue OK button

Step 11:  Select the blue Save button 

Helpful Tips: 

How to Use the User Audit Report (Export)

Step 1: From the User Accounts Manager page, use the +Add Filter option (optional) to filter a specific role group - pull user information just for institutional admin, students, college admin, etc

Step 2: Select the Export Options icon in the top right corner 

Step 3: Select the desired format, into which you would like export the report

Step 4: Once the report has finished exporting, the file will automatically download to your device