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NON EXAMINEE

EXAMINEE

Organization Admin

Site Admin 

Proctor

Assignment Admin

Report Admin

Organization Administrator

 ✔

✔

✔

✔

✔

✔

Site Administrator

x

x

✔

x

✔

✔

Assignment Administrator

x

x

x

x

x

x

Report Administrator

x

x

x

x

x

x

Proctor

x

x

x

x

x

✔

To create a single user:

Click Create User (

Image Added

Create Single User

Image Added

Step 1: Choose Create User. Alternatively, choose User List and click the Create User button at the top of the

User List

page

)Enter name in the ‘User Name’ field shown. This is the unique name assigned to a user to login to the system.

NOTE:

  • Please enter a valid username. No spaces, at least 6 characters and must not contain the following characters: < > \ " ' % ; ( ) & .

    • that follows.

    Step 2: In the User Name field, enter a unique login name to be assigned to the user. NOTE: Once the username is created, it cannot be changed

     When a correct username has been entered, click

    . Click Continue.

    Step 3: 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.

    Step 4: Click

    the

    ‘Save’

    button

    at the bottom of the page to complete. Clicking ‘Cancel’ will take you back to the User List. No information will be saved.


    To create multiple users:

    Using the CSV Import Tool option, multiple users can be imported using Comma Separated Values (CSV).

      •  Import Examinees

    At the top of the User List Page, click on Import Examinees to be directed to the CSV Examinee Import Tool

    When the

    Adaptera Express Import Process.pdf

    The batch import feature provides a flexible examinee onboarding process. Any attribute can be imported and will automatically be available under the examinee’s profile.

    Import Examinees (CSV Examinee Import Tool)

    Step 1: Click on the Import Examinees button

    Step 2: When the First Row as Column Names box is unchecked, four columns of data are allowed only by default

    and

    . The data must be arranged in order of: 

    User Name,Password,First Name,Last Name

                Video Example:

    Step 3: Once completed, click on Import. 

    Import Non –

    examineesFrom the top of the User List Page, click on ‘Import Non-examinees’ to be directed to the

    Examinees (CSV Express User Import Tool)

    Step 1: Click on Import Non-examinees

    Step 2: When the

    "

    First Row as Column Names

    " is

     is unchecked, only five columns of data are allowed and must be arranged in order of: 

    Role,User Name,Password,First Name,Last Name

     Video Example:

    There

    are

    are five

    possible

     possible roles

    for

    for non-examinee

    users

     users and must be typed exactly as shown:

    • admin
    • siteadmin
    • reportadmin
    • assignmentadmin
    • proctor


     Importing Examinees or Non-Examinees with Custom

    Import Users with Attributes

    To import users with attributes (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:

    Import Header Example (For Examinees):

     Example:

    User Name,Password,First Name,Last Name,Email,Site

    Import Header Example for non - examinees:

    Role,User Name,Password,First Name,Last Name,Email,Site

    NOTE

    Important things to remember when importing data:

    • If no value for the Password column is defined,
    the password
    • 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. 

    Important: When importing users with the proctor role, the Site header must be included, and each row must have a value defined

    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.