Enterprise Portal: Create Bank Admin Users

As an Institution Administrator or Department Administrator, you can create and manage users in the ExamSoft portal.

Overview:

• Permissions
• Procedure - Manual Creation
• Procedure - Excel Import
• Send Invitations

Permissions

For more information about permissions, see: Enterprise Portal: Content Bank User Permissions

Procedure - Manual Creation

1. Select the Admin menu in the top right corner.
2. Select Users.
   
3. Select Create Admin.
4. Enter the user's information and permissions.
   
   Notes: 
   • The options on this page depend on your own permissions to create administrator accounts.
   • To give top-level admin access, select Institution Level Administration.
   • To allow this user to add and manage departments, select Department Level Administration. Then select the user's department(s).
     • You can select a department by typing the department name in the box and then selecting it from the list. The selected name appears above the input box. You can continue to use the box to add additional departments.
     • Another option is to select Browse All. You can then search or scroll to find department(s). Select the plus button (+) for each department to include, and then select the Save button in the top right corner.
   • For a course, content bank, or assessment admin, select Add Course(s) or Content Bank(s).
     • You can select a course or bank by typing the name in the box and then selecting it from the drop-down list. The selected name appears above the input box. You can continue to use the input box to add additional courses.
     • Another option is to select Browse All. You can then search or scroll to find course(s) or content bank(s). Select the plus button (+) for each course or bank to include, and then select the Save button in the top right corner.
   • For a restricted bank admin, select Add Restricted Access to Bank(s).
     • You can select a content bank by typing the bank name in the box and then selecting it from the drop-down list. The selected name appears above the input box. You can continue to use the input box to add additional banks.
     • Another option is to select Browse All. You can then search or scroll to find bank(s). Select the plus button (+) for each bank to include, and then select the Save button in the top right corner.
   • For all users, you can keep the institution time zone or select the user's local time zone.
5. Select Create (near the top right corner of the screen).
6. The new user will receive an invitation through email. They'll use a link in the email to finalize their account setup.
   
   Note: The user must complete the account setup within 30 days. If the that deadline is missed, you can edit the account to re-invite the user. 

Procedure - Excel Import

This feature gives Institution Admins the ability to create new admin user records and update existing Admin user records, at the Institution, Department, Course, and Content Bank levels. The functionality is additive only and will not remove existing admin users.

1. Create your import file.
2. Select the Admin menu in the top right corner.
3. Select Users.
   
4. Select Import Admins
   
5. Add your file via drag and drop or by selecting from your device.
   

If needed, select Download XLS Template before creating your file. The following information should be included in the import file:

• External ID: This field is only needed if your ExamSoft portal has a SAML integration. It must match the ID for the user within your SAML database. If your ExamSoft portal does not have a SAML integration, leave this field blank.
• Institution Admin: Enter Y to indicate the user should be an Institution Admin. N or leaving the field blank will indicate the user should not be an Institution Admin.
• Department Name: List the name of any department for which the user should be a Department Admin, separated by commas if multiple departments apply. If the user should not be a Department Admin, leave this field blank.
• Course/Bank ID: List the ID of any course or content bank for which the user should be an Admin, separated by commas if multiple courses apply. If the user should not be a Course Admin or Bank Admin, leave this field blank.
• Restricted Content Bank ID: List the ID of any content bank for which the user should have view-only access, separated by commas if multiple banks apply. If the user should not be a Restricted Content Bank Admin, leave this field blank.

Send Invitations

1. After creating or importing your users, select any users that need to be invited as admins using the checkbox on the left side of each name.
   
2. Then select Invite.
3. You can schedule the invitation for the current date or for a date in the future. Once you've selected the Invite Date, select the Send Invite button to invite your new admin users.
   

You can find additional information on admin user management by visiting: Enterprise Portal: Deactivate and Delete Admin Users