Managing Accounts

The accounts overview provides administrators with insight into all user accounts within the organization. Here you can manage accounts, view statistics, check e-learning progress, and perform collective actions.

Overview

The accounts overview displays a table with all accounts, sorted by name. You can filter by school using the school filter at the top. The table shows:

Column	Description
Selection	Checkbox to select accounts for collective actions
Name	The display name of the user
Email	The user's email address
Permissions	The user's role (Student, Employee, Admin, etc.)
Created on	Date the account was created
Last login	Date of the last login
Can login	Indicates whether the account is active
E-learning	Indicates whether the user has started e-learning (school environments only)
School	The school the user is associated with (only visible when viewing 'all schools')

Statistics

Click the chart button in the toolbar to open a statistics dialog. This shows:

• Employees with account: Number of employees who have created an account
• Students with account: Number of students who have created an account (school environments only)
• Employees logged in this month: Number of employees who logged in this month
• Students logged in this month: Number of students who logged in this month (school environments only)
• Employees started with e-learning: Number of employees who have started e-learning
• Employees completed e-learning: Number of employees who have completed all e-learning modules

Each statistic also shows a percentage and a visual indicator for quick evaluation.

E-learning Progress

In school environments, you can view the e-learning progress per account. Click the menu (⋮) for an account and select E-learning progress.

This shows an overview per course and module with:

• The title of the course and module
• The completion percentage (e.g., 75%)
• The number of completed lessons compared to the total (e.g., 6/8)

E-learning progress calculation

Progress is calculated based on all skills in the skill tree, including the main skill. A skill is considered completed when its status is 'selected'. The calculation takes all levels in the skill tree into account, ensuring the total is displayed correctly.

Actions per Account

The following actions are available via the menu (⋮) for each account:

• History: View the chat history of this account
• Files: View the files of this account
• E-learning progress: View progress on e-learning modules
• Copy Database ID: Copy the database ID (super admins only)
• Permissions: Change the account's role
• Login status: Activate or deactivate the account
• Delete account: Permanently delete the account

Deleting an account

When deleting an account, the chat history and all files of that account are also permanently deleted.

Collective Actions

You can select multiple accounts at once using the checkboxes in the first column. Use the checkbox in the header to select all visible accounts.

Collective Deletion

When accounts are selected, a delete button appears in the toolbar. After confirmation, all selected accounts and associated data will be deleted.

Export to Excel

When accounts are selected, an export button appears in the toolbar. Click it to export the selected accounts to an Excel file.

The Excel file contains the following columns:

• Name
• Email
• Role (Employee, Student, etc.)
• School
• Created on
• Last login
• Can login (Yes/No)
• E-learning started (Yes/No) - school environments only
• E-learning completed (Yes/No) - school environments only

Exporting for reporting

The Excel export is useful for reporting purposes, such as seeing which employees have completed e-learning or creating an overview of inactive accounts.

Filtering

Use the search field in the toolbar to filter by name, email address, school, or permission. The filter works on all visible columns.

Use the school filter to view accounts from a specific school, or select 'all schools' for a complete overview.