This article will cover the "User Management" tab of the Admin Portal. This tab can be accessed via "Admin Portal" > "User Management". We've provided a screenshot below of how this tab looks and where it appears in the Admin Portal:
Note: The "User Management" tab is only accessible to Super Admins.
As its label implies: this page is where Super Admins can go to manage user accounts. Every user account that exists in your organization's Engageli system can be managed from this page.
We'll begin by reviewing the options that appear at the top of the page:
- Search - Filter the list to find a specific user. The search function applies to both the Email and Name columns.
- Add User - Click this button to add a new user to the system. When adding a new user, you will be prompted to provide the user's Email address, their Name, and to assign a system Role. The system roles to choose from are Super Admin, Instructor, TA, and Learner.
- Update Selected User - To update a user's account details, select the checkbox next to their name in the user list and click this button. While a user's email address cannot be modified, you can update their Name, system role, and adjust their Active status. Unchecking a user's Active box will set them to Disabled status at the system level. Disabled users will lose access to all parts of the system, including any classrooms they are assigned to--even if they appear as Active on the class roster.
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Update Multiple Users - To update multiple users at the same time, select the checkboxes next to each user and click this button. You can use this button to batch update user roles or statuses. Below is a sample screenshot of the options window that appears, where you can modify either or both fields:
- Delete Selected Users - To delete users, mark the box next to their entries in the list of users and click this button. Deleting users from the system will also remove them from the roster of any classroom they were part of. Note that this will also have the side-effect of removing any classroom analytics data associated with the user. If you need to preserve the user's analytics data, consider setting them to "Inactive" status, instead.
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Filter by Participant - This section includes checkboxes that let you include or exclude participants based on their registration type. The available options are:
- Registered - Mark this box to include registered users. That is, users whose accounts were created via an authenticated workflow.
- Guests - Mark this box to include guest users.
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Filter by Status - This section allows you to include or exclude users by their user account Status:
- Active - Mark this box to include users with system status of Active.
- Inactive - Mark this box to include users with a system status of Inactive.
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Filter by System Role - This section allows you to include or exclude users by their system role. If you wish to learn about the difference between a user's system role vs their classroom role, please see this article that goes over system roles. We'll explain each of the filter options below:
- Super Admin - Mark this box to include users with a system role of Super Admin.
- Instructor - Mark this box to include users with a system role of Instructor.
- TA - Mark this box to include users with a system role of TA.
- Learner - Mark this box to include users with a system role of Learner.
The bottom portion of this table will contain the list of all users in the system--or those who match your filters. We'll describe each column of the table below:
- Email - The user's email address. Guest users will typically have fake, randomly-generated email addresses.
- Name - The user's full name.
- System Role - The user's system role. This will be Super Admin, Instructor, TA, or Learner.
- Status - The user's account status. This will either be "Active" or "Disabled".
- Modified - This will show the date that the user's account was last modified.
- Created - This will show the date that the user's account was created.