(School) Manage Users [Testing]

School Administrator- Manage Users [Testing]

On the School Home page of the administrator role for Testing, you can add users, edit their accounts, and remove access from those user roles. 

To locate this page, click on your School Administrator role for Testing.  The default homepage is School Home.

Contents: 

A. Administrators

B. Medical Directors

C. Instructors

A. Current Administrators

This section will default to the Current tab. You will see a listing of the current admins added to your school. The Disabled tab shows any administrators whose accounts have been disabled and no longer have access to this user role. +Add Administrator allows you to add new admin users to your school. 

Click the dropdown arrow for the user to access the Edit Admin button. This allows you to view the user's account info, disable the user role, and log in as the user. 

• Account Info:
  • Administrator Access Enabled: Uncheck this box to disable the user's account.  This will remove the user's access from their testing admin role for your school.
• Login As: This allows you to assume the identity of the user's admin role.  Click the Login As tab, then click the red pill button, Assume Identity, to log in as the user. 

+Add Administrator:

Clicking this button allows you to add a new admin user role to your school. 

1. Begin by clicking the red +Add New Administrator button at the bottom of the Current Administrators section.

2. Enter the user's Email Address and click Find. If the user already has an account in our system, they will be found, and their information will be filled in.  If the email address was not found, it is a new user in our system, and you will need to fill out the required info. 

• Found user:
• New User:
  • First Name: The user's first name.  This is how their name will appear in the system. 
  • Last Name: The user's last name. 
  • Password: A password for the account.  They can change this after they log in. 
  • School: This is the school the admin is associated with.  Multiple options will only be available if the person adding the admin has administrator access to multiple schools within the system. 
  • Administrator Access Enabled: This gives the user access to their admin role.  Unchecking this box will disable the user's admin role. 

3. Save when finished. 

B.  Current Medical Directors

This section will default to the Current tab. You will see a list of the current medical directors added to your school. The Disabled tab shows any medical directors whose accounts have been disabled and can no longer access this user role. +Add Medical Director allows you to add new medical director user roles to your school. 

Click the dropdown arrow for the user to edit the medical director by clicking Edit Director.  This allows you to view the user's account info, disable the user role, and log in as the user. 

• Account Info:
  • Medical Director Account Enabled: Uncheck this box to disable the user's account.  This will remove the user's access from their testing medical director role for your school.
• Login As: This allows you to assume the identity of the user's medical director role.  Click the Login As tab, then click the red pill button, Assume Identity, to log in as the user.

+Add Medical Director: 

Clicking this button allows you to add a new medical director user role to your school. 

1. Begin by clicking the red +Add New Medical Director button at the bottom of the Current Medical Directors section.

2. Enter the user's Email Address and click Find. If the user already has an account in our system, they will be found, and their information will be filled in.  If the email address was not found, it is a new user in our system, and you will need to fill out the required info. 

• Found user:
• New User:
  • First Name: The user's first name.  This is how their name will appear in the system. 
  • Last Name: The user's last name. 
  • Password: A password for the account.  They can change this after they log in. 
  • School: This is the school the medical director is associated with.  There will only be multiple options if the person adding the medical director has administrator access to multiple schools within the system.
  • Medical Director Account Enabled: This gives the user access to their medical director role.  Unchecking this box will disable the user's Medical Director role. 

3. Save when finished. 

C.  Current Instructors 

This section will default to the Current tab. You will see a listing of the current instructors added to your school. The Disabled tab shows any instructors whose accounts have been disabled and no longer have access to this user role. +Add instructor allows you to add new instructor user roles to your school. 

Click the dropdown arrow for the user to edit the instructor by clicking Edit Instructor.  This allows you to view the user's account info, disable the user role, and log in as the user. The Summary Report button lets you view summary reports based on that instructor's classes. 

• Account Info:
  • Instructor Account Enabled: Uncheck this box to disable the user's account.  This will remove the user's access from their testing instructor role for your school.
• Login As: This allows you to assume the identity of the user's instructor role.  Click the Login As tab, then click the red pill button, Assume Identity, to log in as the user.

+Add Instructor: 

Clicking this button allows you to add a new instructor user role to your school. 

1. Begin by clicking the red +Add New Instructor button at the bottom of the Current Instructors section.

2. Enter the user's Email Address and click Find. If the user already has an account in our system, they will be found, and their information will be filled in.  If the email address was not found, it is a new user in our system, and you will need to fill out the required info. 

• Found user:
• New User:
  • First Name: The user's first name.  This is how their name will appear in the system. 
  • Last Name: The user's last name. 
  • Password: A password for the account.  They can change this after they log in. 
  • School: This is the school the instructor is associated with.  There will only be multiple options if the person adding the instructor has administrator access to multiple schools within the system.
  • Instructor Account Enabled: This gives the user access to their instructor role.  Unchecking this box will disable the user's instructor role. 

3. Save when finished.