Users Overview
The Users feature allows portal Admin to manage users in the platform. Actions for managing users are completed in both the Admin Center and Admin Plus.
In this article:
Add a Single User
User Options > Admin Center > Users & Roles > Users > + Add Users
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Users & Roles in the left-hand menu.
4. Click the Users tab.
5. Click + Add Users in the right-hand corner.
6. Ensure that the Add Single User tab is selected.
7. Complete the User information.
8. Click Add when finished.
9. Enter additional User information: Basic Info.
Use the Enabled toggle to disable user log-in and hide the user from everyone, marking the user as active and/or inactive.
10. Enter additional User information: Personal Info.
To enable Branding and Language, contact a Customer Success Manager.
11. Enter additional User information: Labels.
12. Enter additional User information: University Info.
The "Is international" toggle may be used to specify that a user is an international student. Consider using this as a membership filter to create special roles or groups for international users.
13. Enter additional User information: Email Notifications and Onboarding.
14. Enter additional User information: Roles, Portal Admin denotation, and assigned Permissions.
15. Select Save Changes in the lower right-hand corner.
Add Many Users
User Options > Admin Center > Users & Roles > Users > + Add Users
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Users & Roles in the left-hand menu.
4. Click the Users tab.
5. Click + Add Users in the right-hand corner.
6. Ensure that the Bulk Upload tab is selected.
7. Select Download User Template to edit User lists.
8. Select View User Upload Instructions for information on completing the CSV file, including required columns.
9. Add all users to the CSV file.
10. Save.
11. Select Upload User CSV to complete.
Edit a User
User Options > Admin Center > Users & Roles > Users > "User"
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Users & Roles in the left-hand menu.
4. Click the Users tab.
5. Scroll down to the specific User to edit.
6. Select the Edit user icon to the right of the User to edit.
7. Edit the User, as necessary.
8. Select Save Changes in the lower right-hand corner.
Delete a User
User Options > Admin Center > Users & Roles > Users> "User"
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Users & Roles in the left-hand menu.
4. Click the Users tab.
5. Scroll down to the specific User to delete.
6. Select the Delete user icon to the right of the User to delete.
7. Select Delete.
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