NON EXAMINEE
EXAMINEE
Organization Administrator
Site Administrator
Proctor
Assignment Administrator
Reporter/Report Administrator
Organization Administrator
✔
✔
✔
✔
✔
✔
Site Administrator
x
x
✔
x
✔
✔
Assignment Administrator
x
x
x
x
x
x
Reporter/Report Administrator
x
x
x
x
x
x
Proctor
x
x
x
x
x
✔
To create a single user:
Click the Create User button
Create Single User
- Click Create User (at the top of the User List page)
- Enter a name in the ‘User Name’ field. This is the unique login name assigned to a user to login to the system. When a correct username has been entered, click Continue.
- Complete the fields with the required information (Fields marked with an * are mandatory):
- Role Assignment: This defines the type of user (and the type of access they have). Click here for detailed role descriptions.
- Click ‘Save’ at the bottom of the page to complete. Clicking ‘Cancel’ will take you back to the User List. No information will be saved.
NOTE:
|
To import multiple users:
Import Multiple Users (Using the CSV Batch Import Tool
option, multiple users can be imported using Comma Separated Values (CSV).Import Examinees
)
The batch import feature provides flexible examinee onboarding process. Any attribute can be imported and will automatically be available in the examinee’s profile.
Import Examinees (CSV Examinee Import Tool)
1. Click on Import Examinees
2. When the First Row as Column Names box is unchecked, four columns of data are allowed only by default and must be arranged in order of:
User Name,Password,First Name,Last Name
Import Non – Examinees
(CSV Express User Import Tool)
- Click on Import Non-examinees
- When the
- First Row as Column Names
- is unchecked, only five columns of data are allowed and must be arranged in order of:
- Role,User Name,Password,First Name,Last Name
There are five possible roles for non-examinee users and must be typed exactly as shown:
- admin
- siteadmin
- reportadmin
- assignmentadmin
- proctor
Import Users with Attributes
To import custom information (attributes), the ‘First Row as Column Names’ box of the respective CSV Tool needs to be checked, and custom column headers may be added as follows:
Example:
User Name,Password,First Name,Last Name,Email,Site
IMPORTANT:
|
Importing a very large number of Users (>10)
Step1: Open a new Excel file/sheet.
Step 2: Add the examinees and their corresponding data in the Import Tool specified format. If needed, copy the Import Tool headers to the top of the Excel sheet and add custom attribute headers.
Step 3: Go to File > Save As and choose .csv file from the 'File Type' dropdown and exit.
Step 4: Now, open the CSV file using Notepad or Textpad and copy the data. Paste this in the Examinee/Non-examinee CSV Import Tool field on Express.
The process above removes the spaces (when trying to copy and paste data directly from a CSV file) and automatically inserts commas.
CREATE USER ROLE & PERMISSION REFERENCE TABLE
NON EXAMINEE | EXAMINEE | |||||
Organization Administrator | Site Administrator | Proctor | Assignment Administrator | Reporter/Report Administrator | ||
Organization Administrator | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
Site Administrator | x | x | ✔ | x | ✔ | ✔ |
Assignment Administrator | x | x | x | x | x | x |
Reporter/Report Administrator | x | x | x | x | x | x |
Proctor | x | x | x | x | x | ✔ |