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LAMS User Guide

User Management

Overview

Section titled “Overview”

User management lets you create and maintain staff accounts, assign roles, and control what each user can see and do in LAMS. Access is managed through a role-based system — every user has a role, and roles determine which screens and actions are available.

Creating a New User

Section titled “Creating a New User”
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Add user form showing name, email, role dropdown, designation, and active status fields

Add user form showing name, email, role dropdown, designation, and active status fields
  1. Navigate to Administration > Users.
  2. Click Add User.
  3. Enter the user’s details:
    • Full Name
    • Email address — this is their login username
    • Role — select the appropriate role (see User Roles)
    • Designation — job title
  4. Set an initial password and confirm.
  5. Click Save.

The new user can log in immediately with the credentials you set. They should change their password at first login.

Editing a User

Section titled “Editing a User”
  1. Navigate to Administration > Users.
  2. Find the user in the list and click Edit.
  3. Update the relevant fields.
  4. Click Save.

Deactivating a User

Section titled “Deactivating a User”

To remove access without deleting the account (preserving history):

  1. Open the user record.
  2. Change Status to Inactive.
  3. Save.

Inactive users cannot log in. Their historical activity and assigned records remain accessible to administrators.

Resetting a Password

Section titled “Resetting a Password”
  1. Open the user record in Administration > Users.
  2. Click Reset Password.
  3. Enter a temporary password.
  4. The user will be prompted to change it on next login.

Managing Roles and Permissions

Section titled “Managing Roles and Permissions”

Viewing a Role’s Permissions

Section titled “Viewing a Role’s Permissions”
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Role permissions screen showing a matrix of screens on the left and permission checkboxes for View, Add, Edit, Delete, Download, Upload, and Email on each row

Role permissions screen showing a matrix of screens on the left and permission checkboxes for View, Add, Edit, Delete, Download, Upload, and Email on each row
  1. Navigate to Administration > Roles.
  2. Click on a role to view its permissions.

Updating Permissions

Section titled “Updating Permissions”
  1. Open the role in Administration > Roles.
  2. Find the screen or module you want to update.
  3. Check or uncheck the permission types for that screen:
    • View — Can open the screen
    • Add — Can create new records
    • Edit — Can modify existing records
    • Delete — Can remove records
    • Download — Can export documents
    • Upload — Can attach files
    • Email — Can send emails
  4. Click Save.

The updated permissions take effect immediately. The user’s navigation menu will reflect the change on their next login.