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Manage users

Bruce Doan

Who is this article relevant to?

Applies to ❌ Teacher ❌ Leader ✅ Institution Admin ❌ Student

What is my StudentSense role?

Article Summary

The Users menu is used to manage accounts across your institution

From this menu, you can:

  • View users
  • Add or remove users
  • Change user roles
  • Manage leader permissions
  • Export user data

Viewing users:

  • Toggle between Teachers, Students, and Leaders
  • Filter users by segment

Adding users:

  • Select user type
  • Use Actions → Add
  • Add via email invite or CSV import

Removing users:

  • Select one or multiple users
  • Use Actions → Remove

Changing user roles:

  • Select users
  • Use Actions → Change role
  • Choose the new role

Managing leader permissions:

  • Select leaders
  • Use Actions → Manage permissions
  • Assign segments to control visible data

Exporting user list:

  • Use Actions → Export user list
  • Receive a CSV file via email

Manage users

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.

  1. Click Filter.
  1. Then, choose the segments to filter by and click Apply.

 

Add or remove users from your institution

To add new users

  1. Choose which user type you want to add – Teachers, Students, or Leaders:
  1. Click Actions and click Add.
  1. You can either add the user by invite via email, or import from CSV.

 

To remove users

  1. Choose which user type you want to remove – Teachers, Students, or Leaders:
  1. Choose a user, or a set of users to remove by checking the square box.
  1. Click Action then click Remove.

 

Change user role, e.g. from Teacher to Leader and vice versa

  1. Choose a user, or a set of users by checking the square box.
  1. Click Actions and click Change role.
  1. 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.

  1. Choose a leader, or a set of leaders by checking the box.
  1. Click Actions and click Manage permissions.
  1. Choose the segments. Leaders can only view, and filter responses linked to the segments they are assigned. Then, click Done.

 

Export user list

  1. Click Actions and click Export user list.
  1. Click Send email. You will receive the user list as a CSV file.