First, access the Users menu under the Manage settings:
From here, here is a key list of actions you could do to manage accounts in your institution:
- View list of users.
- Add or remove users from your institution.
- Change user role, e.g. from Teacher to Leader and vice versa.
- Manage Leader permissions.
- Export user list.
View list of users
You can toggle between seeing list of Teacher, Student, or Leader accounts:
Additionally, you can filter the user list by segments.
- Click Filter.
- Then, choose the segments to filter by and click Apply.
Add or remove users from your institution
To add new users
- Choose which user type you want to add – Teachers, Students, or Leaders:
- Click Actions and click Add.
- You can either add the user by invite via email, or import from CSV.
To remove users
- Choose which user type you want to remove – Teachers, Students, or Leaders:
- Choose a user, or a set of users to remove by checking the square box.
- Click Action then click Remove.
Change user role, e.g. from Teacher to Leader and vice versa
- Choose a user, or a set of users by checking the square box.
- Click Actions and click Change role.
- Then, choose the role you want to change the user into and click Change.
Manage Leader permissions
Managing Leader permissions restricts what data a leader can see in their Team Dashboard and Platform Activity.
- Choose a leader, or a set of leaders by checking the box.
- Click Actions and click Manage permissions.
- Choose the segments. Leaders can only view, and filter responses linked to the segments they are assigned. Then, click Done.
Export user list
- Click Actions and click Export user list.
- Click Send email. You will receive the user list as a CSV file.