Edit User Pop-Up

You can manage details for each user in the New \ Edit User window.

Name, email address, university ID and role assignment are located in the header, while further settings can be edited in the following tabs:

• Account: personal data, including the status (Inactive) settings.
• Groups: manage the group membership of the user.

• Privileges: here you can check which privileges your user holds according to its role.

Creating a new user

At Users on the right, click + New to create a new user account. 

First or last name, email, and password are mandatory. Once all these details are filled, the faded areas of the window become editable.

Roles can also be assigned later on: see more about role assignment here.

Group membership of the user can be managed in Groups; find more information here.

You can check a user's privileges or modify them in Privileges. Check how to manage privileges here.

Groups

Every group is listed here which the user is currently a member of.
If you search and add a new group on this page, the user will be automatically added to the group as well.
Also, a user can be removed from a group by deleting the group from the list.

Role assignment (& privileges)

Each user needs a role, and roles can only be assigned in the New \ Edit User window.

Roles & Privileges

The system distinguishes between roles and privileges.
Roles are the way to refer to the type of users (e.g., Learner, SP, Instructor, ect.). In contrast, privileges are the capabilities of users. Privileges limit what users can access in the system (e.g. what they see on their dashboard).

Roles vary from simple ones with one or a few privileges to complex ones with several privileges.

You can either select a default role fro a user or choose Custom role and select the preferred privileges.

a. Default roles

Default roles can be selected from the Role drop-down menu in Accounts in the Edit Users tab. To check the privileges of each role, select a role, and go to Privileges.

b. Custom roles

Using Custom, you can create a custom role for your user.

After selecting Custom from the Role drop-down in the Edit User tab, the view will change to Privileges. Select the privileges you want to grant for your user.