Users & Roles

Navigation

1. Click Organization.
2. Select Users.

The Users tab allows you to add, and import new users, update the information of current users,  delete users, and export user Information.

Users

There can be only 1 Admin account for an Organization. However, you can add your teammates as Users to cooperate within your team. You can assign different Roles and Permissions to each User to limit what they are allowed to access and modify.

User roles

You can assign different roles and permissions to each User to limit what they are allowed to access and modify. This allows you to share the workload between your employees or colleagues, and keep all the information safe.

• Manager: Managers can control the entire examination process, but they cannot change organization-wide settings and buy credits.
• Operator: They have access to the Tasks section. The Operators can create tickets, send email invitations, check and export results, and see video & photo recordings taken during the Test.
• Editor: They have access to the Question Bank and Tests. Editors can create and edit new questions and Tests.
• Question Submitter: They can only create questions. For the questions to be included in the Question Bank, the Question Bank Supervisor should approve the created questions under the "Question Submission" section.
• Question Bank Supervisor: They have access to the Question Bank. Question Bank Supervisors can add new questions or edit existing ones. They also approve or deny the questions submitted by the Question Submitter to be included in the Question Bank or request revision of the submitted questions.
• Regular User: They can only take the tests they are invited to using their username and password. Regular users allow you to conduct multiple assessments to the same group of people throughout the year. This will save you time by not requiring you to define Test-takers every time you would like to conduct a test. Instead, you can choose Users from your Users list.

Giving restricted permissions to the user: special role

With the Special role, you can further narrow down the permissions the User will have over your Tasks. You can also limit the Tasks the User will be allowed to access. When you give permission, you specify “which tabs the user can access” in the Task editor and “what actions they have permission to perform” in those tabs.  

you can further narrow down the permissions the User will have over your Tasks. You can also limit theTasks the User will be allowed to access.

The permissions and related tabs that the user can access in the Task Editor are as follows:

As you would be able to specify which tabs a user could access in this way, you should also authorize the user for a number of actions on those tabs:

Important:

• If you want to allow the user to export test questions and answers, you must authorize the user for both “Question & Answers” and “Export” actions.
• If you give the user access to the Results tab as well as to the Operation tab, the user is allowed to use all features in the Results tab except the “Export” action.
• If you grant the user access to the Operation tab along with the Results tab, and select the”Export” action for the user, the user would be authorized to use all the features on the Results tab.

Restricted permission for all tasks

If you want the Users to have limited access to all tasks, you can use the “Allow access to all tasks” feature.

To do this, check “Allow access to all tasks” and set the user’s privileges.

Restricted permission for a task

If you want the Users to have limited access to a task, you can use the “Permission for a specific task” feature.

Note:

You can assign multiple roles to each Organization User. Each role gives different privileges to the respective User.

User folder

You can classify Users by placing them in specific folders so that you can find the users you want more easily. Each user created within the organization is placed in a folder. If you do not specify a folder when creating a user, the system places the created user in the “general” folder by default.

You can type anything as folder name.

• If you have previously created a Folder, these will be listed in the dropdown menu, and you can add new users to any of these existing folders.
• If you type a new Folder Name, the system automatically creates the new Folder when you create the user.

User tags

User tags are used to systematically group specific users within a Folder. By grouping the users under a Folder, you can find specific users instantly and manage them.

There are two main characteristics that differentiate a tag from a folder:

• A user can be under a Single folder, but can have Multiple tags.
• The folder only has a name, while the tag has both a Name and a Value.

Example

Active Status

You can set active (or passive) status to any User in your Organization.

A User can only login to Testinvite if the user account is set as Active.

How to login as a user

Users under your Organization can login by using your Organization’s unique URL.

Note: Your organization’s unique URL can be setup from the Organization Setting page.