In this article:

• Where is the User Management page?
• Edit an Existing User
• Bulk Reassign Roles to Existing Users
• Create a New Individual or Group User Account

Where do I find the User Management page?

User Management is located in the Identity & Access Management section of the Admin Center.

This feature was previously housed under Settings > Team in Acadeum Course Share (ACS).

The User Management page lists all members of an institution who have been granted access to Acadeum's admin apps. Users can be created, edited, and deactivated or deleted on this page.

 

1 - Edit an Existing User

Each existing User for an institution is listed on this page, along with their Email address, Title, and the Role that they have been assigned. Learn more about roles and permissions at Admin Center: Role Management.

If your institution has many users, there are three ways to navigate the long list, as indicated by the arrows in the image above:

• Filter by type of user account Status or by Role.  The image is filtered by "Verified" users.
• Search by Name, Email, or Title
• Click through multiple pages of users without filtering or searching.

To edit an existing user, click the 3-dot menu icon on the far right of their row. A drop-down window will appear in which you can choose the action to take:

• See User Details - To see and edit the details provided when creating the user, including name, title, phone, and role. Admin User email addresses cannot be changed. If a User's email address changes, please deactivate the existing User, then create a new User with the new email address.  See below to learn more about Creating a New User.
• See User Log - When did a user last log in?  Was the user's log in successful?
• Send Password Reset Email - If someone on your team is locked out and has asked you to assist them in reseting their password, or if your institution has a mandated password reset calendar.  Note: Once sent, the Password Reset email will expire after a short time, but users can always reset their own password from the main login page.
• Reassign Role - To change a user's role. This can also be accomplished by clicking the checkbox next to a user's name, then clicking the Reassign button. Learn more about roles on Admin Center: Role Management.
• Deactivate or Delete User - Active users can be Deactivated, and inactive Users can be Deleted. Once a User has been deactivated, it can only be restored by submitting a request to Acadeum Support.

2 - Bulk Reassign Roles to Existing Users

Acadeum is developing a feature to change the Role on multiple users. Currently this feature can only reassign one user at a time, but here are the steps once bulk assignment is released:

1. Click the checkbox to the left of every user needing the same role reassignment.
2. Click the Reassign button.
3. A pop up window will appear for you to select the new role.
4. Click Cancel to go back or Reassign to complete the changes.

3 - Create a New User

Only existing Institution Administrators can ad new users to Acadeum's platform.

There are two kinds of Acadeum user accounts: Individual or Group.

• Certain permissions are limited to a specific person utilizing an Individual user account.
• If more than one person will be logging in or receiving notifications via the same email address, it will be important to designate that account as a Group User.

Individual User Account

Here are the steps to add a new Individual user account:

1. Click the +CREATE USER button to open a Create User page.
2. This page will default to the required fields for Individual user accounts; see Group User Account for information about utilizing the Account Properties section to change to the Group user fields. Required fields are indicated by an asterisk* as shown by the purple arrows in the image below.
3. Complete the Personal Information, Role, and Data Transfer sections.
   • The Data Transfer option default is No. Acadeum recommends confirming the purpose of each option prior to making changes. For assistance, contact your Partner Success Manager or Acadeum Support.
4. Click the CREATE button to save the new Individual user account or CANCEL to leave the Create User page.

Group User Account

To create a Group User, institutions must request the creation of a distribution list from their institution's Information Technology (IT) department. Acadeum is unable to create or maintain distribution lists.

A group user is recommended primarily to serve as a point of Contact to ensure communications flow to the appropriate personnel/departments within the organization. Every member of the Group user account will receive every notification sent to that Contact. Learn more about managing Contacts here.

Once a distribution list is created and institutional staff are assigned to it by the institution's IT team, here are steps to adding the group email account to ACS:

1. Click Click the +CREATE USER button to open a Create User page.
2. In the Account Properties section, click the toggle next to "Group or office account". This will change the required fields to those for a new Group user. Required fields are indicated by an asterisk* as shown by the purple arrows in the image below.
3. Complete the Personal Information and User Role sections.
   • The View Only role is advised for Group users. Acadeum recommends only Individual users to have access to make changes.
4. Review and potentially update the Data Transfer section (not shown in the image below).
   • The Data Transfer option default is No, and we advise retaining No for Group User accounts. Acadeum recommends for this section to be managed by Individual users.
5. Click CREATE button to save the new Group user account or CANCEL to leave the Create User page.