{"id":812,"date":"2026-04-02T09:31:11","date_gmt":"2026-04-02T09:31:11","guid":{"rendered":"https:\/\/www.sikasoftonline.net\/?p=812"},"modified":"2026-04-02T09:31:11","modified_gmt":"2026-04-02T09:31:11","slug":"user-account","status":"publish","type":"post","link":"https:\/\/www.sikasoft.net\/index.php\/2026\/04\/02\/user-account\/","title":{"rendered":"User Account"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The\u00a0<strong>User Account<\/strong>\u00a0module provides a centralized interface for creating, modifying, and overseeing staff access to the Sikasoft application. System Administrators use this module to deploy new employee profiles, assign specific operational roles, capture professional profile images (via webcam or computer upload), and enforce security measures like password resets or account disablement.<\/p>\n\n\n\n<!--more-->\n\n\n\n<h2 class=\"wp-block-heading\" id=\"user-content-purpose\">PURPOSE<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provision system access for new branch staff and central office personnel.<\/li>\n\n\n\n<li>Define explicit User Roles (e.g., Teller, Branch Manager, Loan Officer) to enforce precise permission boundaries.<\/li>\n\n\n\n<li>Facilitate hardware-integrated profile imaging, allowing administrators to capture live pictures using device cameras or upload local files.<\/li>\n\n\n\n<li>Enable high-level security overrides (enabling multiple logins, resetting passwords, disabling\/deleting compromised accounts).<\/li>\n\n\n\n<li>Enforce the dual-control structure via the standard Unauthorised\/Authorised tab system.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"user-content-step-by-step-guide\">STEP-BY-STEP GUIDE<\/h2>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Step 1 \u2014 Accessing the Dashboard<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the\u00a0<strong>Admin Setup<\/strong>\u00a0module and select <strong>User Account <\/strong>from the admin sidebar menu.<\/li>\n\n\n\n<li>The initial view provides two main tabs:\u00a0<strong>Unauthorised<\/strong>\u00a0(pending creation\/modification) and\u00a0<strong>Authorised<\/strong>\u00a0(active system users).<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"336\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/auth-1024x336.png\" alt=\"\" class=\"wp-image-813\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/auth-1024x336.png 1024w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/auth-300x98.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/auth-768x252.png 768w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/auth-1536x504.png 1536w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/auth.png 1679w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>You can filter the visible user base by selecting a specific branch from the\u00a0<code>Branch Name<\/code>\u00a0dropdown at the top right.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"336\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/br-1024x336.png\" alt=\"\" class=\"wp-image-814\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/br-1024x336.png 1024w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/br-300x98.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/br-768x252.png 768w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/br-1536x504.png 1536w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/br.png 1679w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Step 2 \u2014 Creating a New User<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the orange\u00a0<strong>Add New User<\/strong>\u00a0button located at the top right of the dashboard.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"336\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/user-1024x336.png\" alt=\"\" class=\"wp-image-815\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/user-1024x336.png 1024w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/user-300x98.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/user-768x252.png 768w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/user-1536x504.png 1536w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/user.png 1679w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>The large\u00a0<strong>User Account modal<\/strong>\u00a0will launch. The modal features two tabs at the bottom reflecting existing Unauthorised and Authorised users for quick selection and modification without leaving the window.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1021\" height=\"661\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-10.png\" alt=\"\" class=\"wp-image-816\" style=\"aspect-ratio:1.5446811078259821;width:610px;height:auto\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-10.png 1021w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-10-300x194.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-10-768x497.png 768w\" sizes=\"(max-width: 1021px) 100vw, 1021px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Step 3 \u2014 Completing the Personal &amp; Role Data<\/strong>&nbsp;Fill out the required demographic and system assignment fields:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Branch Name:<\/strong>\u00a0Select the operational hub the staff member will be assigned to.<\/li>\n\n\n\n<li><strong>Full Name &amp; Email:<\/strong>\u00a0Enter the employee&#8217;s official name and professional email address.<\/li>\n\n\n\n<li><strong>Phone Number:<\/strong>\u00a0Enter a valid 10-digit phone number (e.g.,\u00a0<em>0550259458<\/em>).<\/li>\n\n\n\n<li><strong>User Role:<\/strong>\u00a0Select the predefined role from the dropdown.\u00a0<em>(Note: If a specialized role is missing, administrators can click the\u00a0<code>+<\/code>\u00a0button beside the dropdown to open the\u00a0<strong>Manage User Roles<\/strong>\u00a0modal, where new roles can be defined and saved dynamically).<\/em><\/li>\n\n\n\n<li><strong>Staff A\/C Number:<\/strong>\u00a0Enter the employee&#8217;s designated operational ID\/Account number.<\/li>\n<\/ol>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Step 4 \u2014 Capturing the Profile Picture<\/strong>&nbsp;To assign an avatar\/picture to the user, direct your attention to the right side of the modal.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click\u00a0<strong>Upload<\/strong>\u00a0to select an image (<code>.jpg<\/code>,\u00a0<code>.png<\/code>) from your local device storage.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1021\" height=\"661\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/upload.png\" alt=\"\" class=\"wp-image-817\" style=\"aspect-ratio:1.5446811078259821;width:471px;height:auto\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/upload.png 1021w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/upload-300x194.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/upload-768x497.png 768w\" sizes=\"(max-width: 1021px) 100vw, 1021px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Alternatively, click\u00a0<strong>Take Photo<\/strong>\u00a0to launch the integrated camera module.\n<ul class=\"wp-block-list\">\n<li>You may be prompted by your browser to allow camera access.<\/li>\n\n\n\n<li>Click\u00a0<strong>Capture<\/strong>\u00a0once the subject is in frame.<\/li>\n\n\n\n<li><em>Technical Note: The system will automatically crop and scale the image to a perfectly optimized 250&#215;250 square.<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1021\" height=\"661\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/take.png\" alt=\"\" class=\"wp-image-819\" style=\"aspect-ratio:1.5446811078259821;width:526px;height:auto\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/take.png 1021w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/take-300x194.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/take-768x497.png 768w\" sizes=\"(max-width: 1021px) 100vw, 1021px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Step 5 \u2014 Applying Security Overrides &amp; Saving<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Just above the action buttons, note the four security checkboxes:\n<ul class=\"wp-block-list\">\n<li><strong>Is Disabled?<\/strong>: Suspends all system access immediately.<\/li>\n\n\n\n<li><strong>Enable Multiple Login?<\/strong>: Allows the user to bypass the active-session limitation.<\/li>\n\n\n\n<li><strong>Reset Password<\/strong>: Forces a password reset parameter upon next login attempt.<\/li>\n\n\n\n<li><strong>Delete User<\/strong>: Flags the account for permanent system removal (requires Authorization).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>With the form complete, click the blue\u00a0<strong>Save<\/strong>\u00a0button.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1023\" height=\"238\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-092817.png\" alt=\"\" class=\"wp-image-820\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-092817.png 1023w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-092817-300x70.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-092817-768x179.png 768w\" sizes=\"(max-width: 1023px) 100vw, 1023px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Step 6 \u2014 Authorizing the Account<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>As with all critical master data, the newly created (or modified) user is placed in the\u00a0<strong>Unauthorised<\/strong>\u00a0tab.<\/li>\n\n\n\n<li>A separate supervisor\/administrator must use the final Authorization module to approve the new account, at which point the user can log into the live system.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1021\" height=\"579\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-092943.png\" alt=\"\" class=\"wp-image-821\" style=\"aspect-ratio:1.7634497485706413;width:587px;height:auto\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-092943.png 1021w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-092943-300x170.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-092943-768x436.png 768w\" sizes=\"(max-width: 1021px) 100vw, 1021px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"user-content-key-notes\">KEY NOTES<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Real-Time Validation:<\/strong>\u00a0The form aggressively validates email syntax and phone number lengths (preventing save errors).<\/li>\n\n\n\n<li><strong>Embedded Searching:<\/strong>\u00a0Inside the &#8220;Add New User&#8221; modal, the bottom half features data tables. This allows administrators to quickly search and select (recall) an existing account for editing (by clicking the blue\u00a0<code>SELECT<\/code>\u00a0button) without exiting the creation workflow.<\/li>\n\n\n\n<li><strong>Image Compatibility:<\/strong>\u00a0The image handler is responsive to both desktop webcams and mobile environment cameras, automatically falling back to secure file upload streams if direct video stream permissions are denied.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The\u00a0User Account\u00a0module provides a centralized interface for creating, modifying, and overseeing staff access to the Sikasoft application. System Administrators use this module to deploy new employee profiles, assign specific operational roles, capture professional profile images (via webcam or computer upload), and enforce security measures like password resets or account disablement.<\/p>\n","protected":false},"author":7,"featured_media":822,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,36],"tags":[],"class_list":["post-812","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-admin-setup","category-user-account"],"_links":{"self":[{"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/posts\/812","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/comments?post=812"}],"version-history":[{"count":1,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/posts\/812\/revisions"}],"predecessor-version":[{"id":823,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/posts\/812\/revisions\/823"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/media\/822"}],"wp:attachment":[{"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/media?parent=812"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/categories?post=812"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/tags?post=812"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}