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Top of User List Page

Create Single User

Click Create User (at the top of User List page)
Enter name in the ‘User Name’ field. This is the unique login name assigned to a user. When a correct username has been entered, click Continue.
Complete the fields with the required information (Fields marked with an * are mandatory):
1. 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:

A valid username should have no spaces, at least 6 characters and must not contain the following characters: < > \ " ' % ; ( ) & .
Once the username is created, it cannot be changed

Import Multiple Users (Using the CSV Batch Import Tool)

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:

If no value for the Password column is defined, it will be automatically generated.
If no value is entered for the Email column, a default email address is assigned in the form username@organizationname.com
When importing users with the proctor and siteadmin role, the Site header must be included, and each row must have a value.
Each header must have a corresponding value and vice versa. All rows need to contain the same number of columns as its header.

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