Managing Users
All Users Page
The All Users page allows you to manage all accounts in your CompKeepr installation.
Searching and Filtering
- Use the search bar to find users by name or email
- Type a role name (student, preceptor, instructor) to filter by role
Actions
Click the Actions button next to any user to:
- Edit - Update their name, email, role, or location
- Delete - Remove the user from the system
- Send New Account Email - Resend the welcome email with password setup link
Adding Users
To add a new user (make sure their location exists)
- Go to the All Users page
- Click Add User
- Enter required information:
- Full name
- Email address
- Role (student, preceptor, instructor, etc.)
- At least one location
- Save
The user will receive an email with a link to set up their password.
To add a large number of preceptos or instructors you can send us a completed User Template Excel file. Which can be downloaded here.
If you want to add multiple users to a site that is already using CompKeepr for a similar program, you can have the site give us permission to export their preceptor list and import into yours. We will need to know which school program they want us to export the list from.
Fixing Incorrect Emails
- Search for the user by their current email
- Click Actions → Edit
- Correct the email address
- Save
- Click Send New Account Email to send them a new password setup link