Users and Collaboration
Managing users, assigning roles, setting permissions, and organizing teams for smooth teamwork.
Effective user management and collaboration are essential for seamless test administration and organizational efficiency. This section covers everything you need to know about managing users, assigning roles, setting permissions, and organizing teams for smooth teamwork.
With Users and Collaboration, you can:
- Add and manage user accounts efficiently
- Assign appropriate roles and permissions
- Structure your team with groups, folders, and access controls
- Implement advanced security and access policies
Each of these topics is explored in the following sections.
1. Roles and Permissions
Understand predefined roles, how to manage permissions, and how to customize access for your team.
Go to Roles and Permissions
2. Adding New Users & Assigning Roles
Discover how to create new accounts, assign user roles, and define access levels for different team members.
Go to Adding New Accounts & Assigning Roles
3. Importing Users
Learn how to import user accounts in bulk using CSV files or manually add users to your organization.
Go to Importing Users
4. Organizing Users into Teams
Explore how to categorize accounts into teams, create groups, and manage organizational structures.
Go to Organizing Accounts into Teams
5. Advanced Permissions & Access Control
Learn about custom access roles, task-based permissions, and managing user restrictions for enhanced security.
Go to Advanced Permissions & Access Control
6. User Login Controls
Customize login settings, manage authentication methods, and set self-sign-up policies.
Go to User Login Controls
✅ Define User Roles Clearly – Assign appropriate roles to accounts based on their responsibilities to ensure secure access.
✅ Use Teams & Groups – Organize accounts into groups to streamline collaboration and access control.
✅ Set Permission Levels Properly – Restrict access to sensitive data and allow teammates to only see the information relevant to them.
✅ Enable Advanced Security Features – Implement additional access restrictions and security settings for high-stakes assessments.
✅ Regularly Review User Permissions – Periodically audit team member roles to keep access levels updated and secure.
✅ Use Bulk Import for Efficiency – If onboarding multiple accounts, use the CSV import feature instead of manual entry.
Frequently Asked Questions (FAQ)
No, each account can have only one role at a time, but permissions can be customized through advanced access settings.
Yes, access to tests can be restricted based on roles, groups, or individual account permissions.