User Profile | Employee’s Manual

This manual provides a detailed guide to use the User Profile section and its relevant options in Classter. Specifically, we will discuss:

1. My Profile
2. Manuals & Videos
3. Support
4. Manage License
5. Refer Classter & Get Benefits
6. Sign out (Figure 1).

Figure 1

My Profile

The My Profile section enables you to view and edit your personal information, settings, and preferences.

To edit your profile, navigate to: User Actions > Name label > My Profile (Figure 2).

Figure 2

My Profile page includes the following sub-sections (Figure 3):

1. Basic Data
2. Security Preferences
3. Themes
4. Actions

Figure 3

I. Basic Data

The Basic Data section contains your personal and institutional details (Figure 4):

• Profile Photo: Used to add or remove your profile photo.
• First Name: The user’s given name.
• Last Name: The user’s surname.
• Username: The login identifier assigned to the user.
• External Provider Email: Email associated with external authentication providers like Office 365 or Google.
• Internal System Code: A unique identifier user within Classter.
• Preferred Language: User’s preferred language for the interface.

Figure 4

Note: Fields may be customized or restricted by the institution’s permission like settings them read only, etc.

II. Security Preferences

The Security Preferences section enables you specify security-related options and visibility settings (Figure 5).

• Preferred Contact Method: Select how you would like to receive notifications via Email, Internal Message, etc. (Admin has the privilege to set the contact method)
• Hide my birthday from other users: Enable or disable it to make your birthday visible or hidden to other users.
• Show Classter feed on dashboard: Enable or disable updates on your dashboard.

Figure 5

III. Themes

Choose from various interface themes to personalize the look and feel of Classter. This includes Light, Intense, High Contrast, Blue, Red, Contrast, Enhanced, Midnight, Slime, etc., (Figure 6).

Figure 6

IV. Actions

The Actions menu is used to perform key account managements tasks. For instance:

1. Settings
2. Change Password
3. Messaging Signature
4. Signature for official documents
5. Requests / Bulk Actions (Figure 7).

Figure 7

A. User Settings

User Settings pop-up window helps you to adjust various user-specific settings (Figure 8):

1. FONT SIZE: Customize the text size in Classter.
2. STUDENTS: Used to configure, Students’ Default View, Default Registration Status, Default value in the free text filter, Default value in student search filter, etc.
3. CRM: User to set Default CRM Action Category.
4. POSITION CALENDAR: Used to Position Calendar Default View.

Figure 8

1. INTERNAL MESSAGE: Used to assign Default Internal Message Category.
2. CALENDAR: Used to set Default Calendar View.
3. PRESELECTED FILTERS: Used to configure default filters for Nationality and Faculty.
4. FAST ATTENDANCE: Configure preferred hours, attendance submission methods, and attendance categories as an Administrator. (Figure 9).

Figure 9

B. Change Password

To update your account password, click on Change Password > Enter Current Password > Enter the new Password > Change (Figure 10).

Figure 10

C. Messaging Signature

Create a default signature for use in internal communication within Classter, like sending messages from the portal (Figure 11).

Figure 11

D. Signature for official documents

Upload a signature template for signing forms and consents (Figure 12).

Figure 12

E. Requests / Bulk Actions

Request / Bulk Actions window is used to view and manage submitted requests or perform bulk actions. Its fields include (Figure 13):

• Date, action, status, and comments (10 entries per page).

Figure 13

Reports (Core SIS)

The Reports (CORE SIS) section provides access to specific reports (Figure 14).

• Personal Data: Generate a report displaying all personal information held by your institution.
• Attendance Submission: Access and review attendance-related submissions for your profile.

Figure 14

Manual & Videos

Click on Manual & Videos option to access helpful resources to maximize your Classter experience (Figure 15).

Figure 15

Knowledge Base: Find FAQs, user guides, app settings, and integration manuals (Figure 16).

Figure 16

YouTube Channel: Watch tutorials, feature overviews, and webinars for guidance related to Classter usage (Figure 17).

Figure 17

Support

Click on Support to get help or submit support tickets.

Freshdesk portal: Redirects you to Classter’s Support Portal for solutions to known issues, creating new support tickets, tracking the status of a submitted ticket, etc., (Figure 18).

Figure 18

Manage License

View and manage active subscription information, including license details and usage (Figure 19).

Figure 19

Refer Classter & Get Benefits

Earn rewards by referring Classter to others (Figure 20).

Figure 20

Sign out

To log out of Classter:

• Click on the name label and select Sign out.
• If logged in via Office 365 or Google, signing out will also log you out of those platforms (Figure 21).

Figure 21