Adding New Users & Assigning Roles

Adding New Users & Assigning Roles

Efficiently managing your team begins with creating user accounts and assigning appropriate roles to define access levels. This section guides you through the process of adding new users, assigning roles, and setting up initial account parameters.

Adding a New User

You can manually add users to your organization via the Organization > Users page by clicking the Add New User button.

Mandatory Fields:

• Full Name: User's real name.
• Username: Unique identifier for login.
• Email Address: Valid email for communication and login.
• Password: Secure password for account access.
• Roles: At least one role must be selected for the user.

Optional Fields:

• Folder: Assign the user to a folder for better organization.
• Group: Add the user to a predefined group.
• Labels and Tags: Attach labels or tags for easier filtering and management.
• User Restrictions: Define active periods using "From" and "Until" dates.
• Active Status: Enable or disable account access.
• Favorite: Mark users as favorites to quickly identify them with a star icon.

Assigning Roles

Each user must be assigned one or more roles that define their permissions within the platform. You can assign multiple roles if needed to expand their responsibilities.

Available Roles

Here are the roles you can assign:

• Manager
• Test Author
• Assessment Operator
• Internal Test-Taker
• Question Bank Supervisor
• Question Author
• Custom Access User

For a detailed explanation of each role’s permissions and capabilities, please refer to the Roles and Permissions guide.

Editing and Managing Existing Users

After users are created, you can:

• Edit user information (username, password, folder, group, etc.).
• Update assigned roles.
• Manage user restrictions and active status.

Simply click the Edit icon next to a user’s record in the Organization > Users list.

FAQ