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:
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Filter by Participant - This section contains checkboxes that you can toggle to filter the list of users. Note that this list will filter users by their system role, which is not the same as a user's role within a specific classroom. 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:
- Registered Learners - These are registered users who have a system role of Learner.
- Registered Staff - These are registered users who have a system role of Super Admin, Instructor, or TA. These roles are collectively referred to as staff roles.
- Guest Learners - These are guest users who have a system role of Learner. Guest users are accounts that are automatically created when a user joins a classroom via either the Learner Guest Link or the Instructor Guest Link. These users will also have fake, auto-generated email addresses.
- Guest Staff - At this time, there are no users who would appear under this filter. All guest user accounts created via Learner Guest Link or Instructor Guest Link are automatically assigned a system role of Learner. There is currently no way for a guest user to be assigned a staff system role.
- 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.
- 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 "Disabled" status, instead.
- Search - Filter the list to find a specific user. The search function applies to both the Email and Name columns.
The bottom portion of this table will contain the list of all users in the system. 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.
- 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".