Manage accounts

The account overview gives administrators insight into all user accounts within the organization. Here you can manage accounts, view statistics, see e-learning progress, and perform bulk actions.

Overview

In the account overview, you see a table with all accounts, sorted by name. Click a column header, such as Created on, to sort differently. You can filter by school using the school filter at the top. The table shows:

Column	Description
Selection	Checkbox to select accounts for bulk actions
Name	The user's display name
Email	The user's email address
Permissions	The user's role (Admin, Board Admin, Employee, or Student)
Created on	Date the account was created
Last login	Date of the last login
Sessions	Number of sessions this month (visible only when session statistics are enabled)
Avg. duration	Average session duration (visible only when session statistics are enabled)
Can log in	Indicates whether the account is active
E-learning	Shows the percentage and number of completed/saved items. Click to open details (only in school environments)
School	The school the user is linked to (visible only when viewing "all schools")
Actions	Menu (⋮) with actions per account; stays fixed on the right

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 (only school environments)
• 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 (only school environments)
• Employees started e-learning: Number of employees who have started e-learning
• Employees completed e-learning: Number of employees who have completed all saved e-learning items; this does not prove that all assigned courses have been completed

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

Session statistics

Click the session button (clock icon) in the toolbar to enable session statistics. This adds two extra columns to the table and shows a summary at the top:

Summary

When session statistics are enabled, summary chips appear above the table:

• Active this month: The number of accounts that had at least one session this month
• Sessions: The total number of sessions across all accounts this month
• Avg. duration per session: The average session duration across all active accounts

Extra columns

Column	Description
Sessions	The number of sessions for this account in the current month
Avg. duration	The average duration per session for this account

Click the session button again to hide the extra columns.

Session statistics and database operations

Loading session statistics requires one database query per account. With a large number of accounts, this may take some time. Therefore, only enable session statistics when you need this information.

E-learning progress

In school environments, you can view 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 (for example: 75%)
• The number of completed lessons versus the total (for example: 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, so the total is displayed correctly.

Actions per account

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

• History: View this account's chat history
• Files: View this account's files
• 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

Delete account

Deleting an account also permanently deletes that account's chat history and all files.

Bulk 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.

Bulk delete

When accounts are selected, a delete button appears in the toolbar. After confirmation, all selected accounts and associated data are 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 log in (Yes/No)
• E-learning started (Yes/No) - only in school environments
• E-learning completed (Yes/No) - only in school environments

Exporting for reporting

The Excel export is useful for reporting purposes, for example to see which employees have completed the e-learning or to create 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 across all visible columns.

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

View the app as an employee

School admins and board admins can temporarily view the app from an employee's perspective. This is useful for checking which functions and menu options are available to employees, without needing a separate account.

Enable

1. Click Profile in the top right corner (the circle with your initials)
2. Choose Account
3. Click the Role view tab
4. Turn on the View as employee switch

What changes

Once role view is active:

• A red "As employee" badge appears in the taskbar, next to the environment name
• Admin-specific menu options (such as the management environment) disappear
• You see the app exactly as an employee would see it

Disable

Click the "As employee" badge in the taskbar, or turn off the switch in the Role view tab.

Your data remains unchanged

Role view only changes what is visible in the interface. Your own account, permissions, and data in the database remain unchanged. It is purely a display filter.

Send reset link

Accounts → Actions → Send reset link

Administrators can send a password link to the stored email address for an account. The user sets the password themselves via the email. This action is not available for anonymous or disabled accounts, or accounts without an email address.

Progress per school

Progress of saved items for the selected accounts. 100% does not automatically mean that all assigned courses have been completed.

Not started yet, In progress, Saved items completed.