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Managing Users

Adding a new user to the site

Note: User having administrator role can add people to Teamie.

1. Click Sliding menu.

2. Under Manage Teamie section, click People and then choose Add People.

3. Click the appropriate button, depending on the role of the new user.

4. Type in the new user's username and email address.

5. Type in the default password for the new user to use to login. Type in the same password again in the Confirm password text box.

6. The user site status is set to "Active" by default. If you do not want the user to access Teamie as soon as the account is created, click the "Blocked" radio button.

7. Tick the Notify user of new account checkbox if you want to send an email to the new user.

Note: The new user's username and email address must be unique.

8. Fill out all the new user's personal information and school information, e.g First Name, Last Name and Gender. Select the new user's gender.

9. Click Create new account to add the new user to the site.

10. A message appears confirming that user has been created successfully.

Creating classrooms and adding users by using bulk import

This article explains on how you can create a new classroom and add users to it by using the bulk import process.

Note: Only School Administrator will be able to import new users and classrooms in Teamie.

1. Under Manage Teamie section, click People and then choose Import People.

2. Click Download Template to download the excel template file.

3. Open the Template to fill in the required data.

4. The EXCEL template contain the following columns:

  • User name : Enter a unique user name which could an alphanumeric string e.g. John2.
  • User mail : Enter the user's email address. You must provide a unique e-mail address for each user account. If an email address already exists in Teamie, then the same email address cannot be associated with a user account present in the EXCEL template and during import process that user account will be skipped.
  • User pass : Enter the password for the user. Password is case sensitive.
  • User Site Roles: Select a site role for the user.
  • User First Name : Enter the user's first name.
  • User Last Name : Enter the user's Last name.
  • Classroom Unique Code : Enter the classroom unique code. Classroom unique code can be a unique alphanumeric string along with special characters such as hyphen, asterisks, etc., for example: SUPHERO_1.

Note: Classroom unique code is not case sensitive. For example, Superhero 101 is a classroom whose unique code can be defined as "SUPHERO_1" , "Suphero_1" or "SUPHero_1". If you try to create another classroom with any of these possible combinations by using the bulk import, then classroom creation will not take place.

  • Classroom Title : Enter the classroom title.

Note: The fields in the template can be modified. Refer to Configuring Bulk Import Template for more information.

5. You can also import the new users to existing classrooms (including those which have been rolled over from previous academic term). To do this, you must know the exact classroom unique code and title. For additional information about viewing a classroom unique code and title, see section, “Viewing classroom unique code and focus on step no 4”.

Tip: you can repeat step 5 to add new users to the same classroom or add same users to new classrooms.

6. Once you have entered the required information in the respective columns, the excel sheet is ready to be imported into Teamie. Click Choose File to select the template.

7. Select the Template and click Open.

8. Selected template will be uploaded shortly. Click Remove in case you wish to modify the template and then re-upload it.

9. Tick Email one-time login link to new users checkbox to send one-time login link to new users and then click Import The Data Set.

11. You will see the progress of importing user accounts process on your screen.

12. Once the import process is successfully completed, you will be redirected to the Manage People page, where you can see the users who have been imported and classrooms that they are part of.

You can search for any user that has been imported recently by typing his/her email id in E-email text box, then click Apply. Once the search action is completed, you will see that user in the search result.

13. Click the user's name link to open his/her profile in a new tab.

Configuring the Bulk Import Template

You can configure the bulk import template to suit the data set that you have.

1. On the Import People page, Click "here" to access the template configuration page.

Configuring the Bulk Import Template

2. Tick the field checkbox (e.g Password, Site Role, Gender, etc.) from the Allowed user properties and Allowed user fields to select it. The selected fields will be appeared in the bulk import template.

3. Click Save configuration to save the template configurations.

4. A message appears confirming that the configuration options have been saved.

Notifying users of their New Accounts

You can notify users about creation of their accounts. An email will be sent to them stating that their account has been created recently. Refer to the following steps.

1. Under Manage People section, click People and then choose Manage People.

Notifying users of their New Accounts

2. Sart typing the classroom / social group title and select the classroom / social group of your choice from the auto populated list to filter users from the required classroom for sending a new account creation email.

3. In case, you wish to search users by roles to send a new account creation notification, then click Select some roles. list box.  

4. Select the required site level role from the list box, then click Apply.

Note: You can use the filters to search for the users that you want to send the notification. You can search the users by their site level role, name, groups (classrooms),  active status, first letter of the name, or email.

5. Once the search action is completed, you will see the list of users who have been assigned "Learner" role at the site level. Tick the checkbox at the top left of the table to select all the users on the current page. You can also select individual users by ticking the corresponding check boxes.

6. In order to select all the user rows on 'all' the pages (if the user list goes beyond the current page), click Select all n rows in this view. (where n = total number of rows; here '1576' users)

8. Select Notify user of account from the Operations drop-down menu.

9. Click Execute.

10. The required action will be performed after the progress bar reaches 100%. The system will send email notifications to the selected users on their new Teamie account. Simple as that!

11. A message appears confirming that the newly created user has been notified through email.

12. Your work is done here! Now Teamie will send user(s) an email notifying them that an account has been created for them by a site administrator. For instance, in the following screen shot you can see that Jessica Karl has received an email from Teamie that an account has been created for her by a site administrator.

Updating users' site level status

As an admin, you can update users' site level status in the following three ways:

  1. Updating users' site level status from Manage People page
  2. Updating users' site level status from Edit Profile page
  3. Updating users' site level status by using bulk import template

1. Updating users' site level status from Manage People page

1. Click the sidebar and then select Manage People under the People section.

2. On the Manage People page, use the filters to search for the required user(s).

3. Tick the checkbox for the required user(s).

You can tick the top left checkbox to select all the users at once.

4. Click the Operations drop-down and select Block user(s) / Unblock user(s) to block / unblock the selected users. In the following example, we are blocking a user at the site-level.

5. Click Execute.

6. Click Confirm to confirm your action or Cancel to abort.

7. The user will be blocked at site level. When a user is blocked at site level, the user's posts, comments, assessments access etc. are NOT removed from Teamie. This data remain intact. The user blocking is to temporarily prevent users from accessing Teamie and receive any notifications from the Teamie.

8. You can also click edit under the Operations column to go to the Edit Profile page of a user, select the required status as per your requirement and click Save at the bottom of the page.

2. Updating users' site level status from Edit Profile page

1. Search the user whose site level status you wish to update.

If the user is active on the site level, then a Masquerade link will be shown in front of the user, else no link will be visible.

2. On user's profile page, click the ellipsis (...) and then select Edit Profile to access the edit profile page.

In case a user is blocked at the site level then a Blocked label will be shown on the user's cover image, otherwise they will have an Active status on the site level.

3. On the Edit Profile page, select the required status as per your requirement and click Save at the bottom of the page.

3. Updating users' site level status by using bulk import template

You can update users' site level status in bulk by using the bulk import template (excel sheet). See Blocking/Unblocking users in bulk using the Bulk Import Template.

Updating a user's site-level role

Note: Only Teamie site administrator can assign the administrator role to a user. Please contact Teamie if you want a user to be assigned with the administrator role.

1. Under Manage People section, click People and then choose Manage People.

2. Search the user whose role you wish to update/change.

Note: You can search the users by their role, name, groups (classrooms),  active status, first letter of the name, or email.

3. Select the user whose role needs to be updated.

3. Click the Operations drop down and select Manage roles from the list, then click Execute.

4. Select the roles in the Add roles box that you want to add to the user. If you want to remove roles from the user, select the roles that you want to remove in the Remove role box. Click Next to proceed.

5. The user's updated role is displayed in the user table.

Changing/resetting a user's account password

1. Under Manage Teamie section, click People and then choose Manage People.

2. Use the filters to find the user whose account's password you wish to change/reset, then click Apply.

3. Click the Edit link to go to user's edit profile page.

4. Enter the new password twice, first in the Password field and then in the Confirm password field.

5. Click Save to save the changes.

6. You will see a success message confirming that the changes have been saved.

Updating a user's memberships

You can perform this action only if you have access to the "Manage Teamie" block. Refer to article "Managing User's Classroom Membership" for more information.

Blocking users

When a user is blocked at site level, the user's posts, comments, assessments access etc. are NOT removed from Teamie. These data remain intact. The user blocking temporary prevents the user from accessing and receiving any notifications from the Teamie.

1. Under Manage Teamie section, click People and then choose Manage People.

2. Use the filters to find the user that you wish to block, then click Apply.

3. Select the users you wish to block by ticking the appropriate checkbox.

4. Select Block user(s) from the Operations drop-down menu, then click Execute.

5. Verify the list of user(s) that are selected for blocking. Click Confirm to block the selected user(s).

6. The user(s) will be marked as blocked after the progress bar reaches 100%.

7. A message appears confirming that the selected user(s) has been blocked. The user(s) will be blocked at the site level and will not be able to login to Teamie anymore.

Blocking users created on a specific date

1. Under Manage Teamie section, click People and then choose Manage People. On the Manage People listing page, Click Member Since field to find all the users created on a specific date.

2. Select the desired date from the date picker.

3. You can also go to any date quickly by selecting the desired month and year values from the date picker.

4. Once the date is selected, click the Apply button.

5. Once the search action is completed, you will see all the users created on that specified date.

6. Select the user(s) you wish to block by ticking their corresponding checkbox(es).

7. Select Block user(s) from the Operations drop-down menu, then click Execute.

8. Verify the list of user(s) that are selected for blocking. Click Confirm to block the selected user(s).

9. The user(s) will be marked as blocked after the progress bar reaches 100%.

10. A message appears confirming that the selected user(s) have been blocked. The user(s) will be blocked at the site level and will not be able to login to Teamie anymore.

Blocking/Unblocking users in bulk using the Bulk Import Template

You can block/unblock users one by one or in bulk from the Manage Teamie page. But this can be tedious if you have to block/unblock a lot of users and have to navigate through a long list of users to select the required users from the Manage People page list. For this, you can use the bulk import template (excel sheet) to block/unblock users in bulk.

1. Configure the Bulk Import Template to check the "Site Status" field. Ignore this step, if the "Site Status" field is already checked. Also, make sure the "Username" and "Email" field are checked.

2. Click Save configuration at the bottom of the page to save the changes made to the bulk import template.

3. Go to the Import People page and click Download Template to download the excel template file.

Click Import People link at the top of the Configure Template page to navigate to the Import People page quickly.

4. Open the Template.

5. In the excel sheet, delete all the columns except the following three:

  1. User Username [name]
  2. User Email [mail]
  3. User Site Status [status]

6. Enter the username and email of the users that you want to block/unblock. In this case, we are blocking 5 users.

7. Select Blocked from the User Site Status [status] column for all the users. Save the excel sheet. To unblock users, select Active.

8. Once you have entered the required information in the respective columns, the excel sheet is ready to be imported into Teamie. Click Choose File to select the template.

9. Select the Template and click Open.

10. Selected template will be uploaded shortly. Click Remove in case you wish to modify the template and then re-upload it.

11. Click Import The Data Set to import the sheet.

12. The importing process will start.

13. Once the import process is successfully completed, you will be redirected to the Manage People page, where you can find the users you have  blocked using the bulk import template.

You can quickly search for users by typing his/her email id in E-email text box, then click Apply. Once the search action is completed, you will see that user in the search result. In this case we searched the user, "User1" with his email id "u1@theteamie.com". Under the "Site Status" column, we can see the user is Blocked.

Similarly, you can unblock users in bulk.

The user will be blocked at site level. When a user is blocked at site level, the user's posts, comments, assessments access etc. are NOT removed from Teamie. This data remain intact. The user blocking is to temporarily prevent users from accessing Teamie and receive any notifications from the Teamie.

Unblocking users

1. Under Manage Teamie section, click People and then choose Manage People.

2. Use the filters to find the user that you wish to unblock, then click Apply.

3. Select the users you wish to unblock by ticking the appropriate checkbox.

4. Select Unblock user(s) from the Operations drop-down menu, then click Execute.

5. Verify the list of user(s) that are selected for unblocking. Click Confirm to unblock the selected user(s).

6. The selected user(s) account will be marked as unblocked (Active) after the progress bar reaches 100%.

5. A message appears confirming that the selected user has been unblocked and can access Teamie.

Deleting a user's account

1. Under Manage Teamie section, click People and then choose Manage People.

2. Search the user you wish to delete from the site. You can use available filters to find a user quickly by adding the required filtering information and clicking Apply. In this case we have used user's email Id.

3. Click Edit.

4. Scroll to the bottom of the user’s profile editing page and click Cancel accounts to delete the user's account permanently from the site.

5. Select the method to cancel/delete the account and then click Cancel account.

Note: If you choose Cancel account action, user will be deleted/removed from the site. This action can not be undone.

6. The Canceling or Deleting account action progress bar appears.

7. Once the Canceling account action is completed, the user will be deleted from the site permanently.

You can validate this by entering the user's email id in Email text box and click Apply. System will show a message saying that "Either there are no users on the site or there were no users matching that filter criteria".

Checking the last accessed time of the users

As a site administrator, you can check the last accessed time of all users. You can use multiple combinations of filters available on the People listing page to filter your search on the basis of specific time period, role, last accessed time of an individual user and so on.

1. On the People listing page, The Last access column displays the last time the user accessed the site.

2. To view the Last access time of an individual user, enter the user's name in the Name starts with.. text box and click Apply.

3. Once the search process is completed, you will see the Last access time of the user.

4. You can also use user's email id to filter results on the basis of users email id. For this, enter the user's email id in the corresponding field and click Apply.

5. You can further refine your search and check the user's last accessed time of all the users who belong to a specific role. For eg: you may wish to see the last accessed time of all the users with learners role. To do this, Select the learner role and click Apply.

6. Once the search process is completed, you will see the list of users with learner role along with their last accessed time.

7. To download the report, scroll to the bottom and click XLS. This way you can share the report, if required.

8. The Last accessed column displays the latest date and time the user accessed a classroom,  viewed/commented on a post, read a lesson, or attempted an assessment. This is known as Classroom Participation. Refer to this article to view "when a user has accessed a classroom".

Downloading/Exporting list of all users

1. Under Manage Teamie section, click People and then choose Manage People.

2. You will see the list of all users (Active + Blocked) registered on your site.

3. Export to excel (XLS) option is available at the bottom left corner of the "Manage People" page. Scroll down the page and click the XLS icon to export/download the users report in excel format.

4. The export process starts. Please ensure you do not close the browser window/tab at this stage, since it will abort the export process.

5. Once the process is completed (100%), the excel report containing the users list will be downloaded to your system.

6. Click to open the downloaded excel report.

7. You will see the list of all users in the downloaded user report along with their details.

Masquerading/switching as other user

As a site administrator, you can masquerade/switch as any other user on your Teamie site i.e, you can perform any action as them. Basically once you masquerade/switch as any other user, you will virtually get logged in as them. You will be able to view what they view and perform any actions that they can perform. This can help you troubleshoot or verify any issues that they might be having. This article will guide you on how to masquerade/switch as another user on Teamie.

1. On the landing page, click the search bar and enter the required user's first and/or last name.

2. System will auto populate the list of users based on the matching keyword.

3. Click Masquerade link shown to the right of the username.

You can also click the user's name to access the user's profile page. Once you are on the user's profile page, click the ellipsis at the bottom-right corner of their cover image and then select "Masquerade as this user" from the drop-down to masquerade as that user.

4. Once you click Masquerade/Masquerade as this user link as explained in the aforementioned step 3 and info section, you will be logged in as that user.  You will be able to view what that user can view and perform any actions that the user can perform.

5. Click Stop masquerading to go back to being you!

6. You will be brought back to your homepage.

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