Managing and Adding Dashboard Users

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by Hong Chau
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This article covers:

Dashboard User Roles

When inviting a new admin user to your organization's dashboard, you will need to define what type of access they should have. There are several roles available to define access for your admin users:

  • Organization Admin - has full access to entire dashboard 
  • Groups Admin - has access to the Groups section of the dashboard. This role can create and manage all student groups (Groups -> Select: All)
  • Content Admin - has access to the Course Management section of the dashboard. This role can create and manage all content (Content -> Select: All
  • Content Manager - has access to the Course Management section of the dashboard, but can create new courses and/or edit only the courses to which they are assigned. If individual courses are assigned to a Content Manager, all assets, quizzes, and lesson types contained in those courses can be edited or removed by this user (Content -> Select: Limited: Assign by Course)
    • Within this permission set, you can also assign specific assets to the Content Manager. This would either allow or prevent these admins from making changes to an asset that lives in other courses.
  • Analytics Admin - has access to the Analytics section of the dashboard. This role can view analytics for all students and all groups (Analytics -> Select: All
  • Analytics Manager (Groups) - has access to the Analytics section of the dashboard, but can only view the analytics for the groups to which they are assigned.(Analytics -> Select: Limited: Assign by Group)

Adding New Users

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Send Invitation

  1. From the Skilljar Dashboard, select Organization and click on Dashboard Users in the dropdown.

    Screen_Shot_2019-04-12_at_2.51.15_PM.png

  2. Click the New User button.

    Screen_Shot_2019-04-12_at_2.56.33_PM.png

  3. Input the email address or addresses of the new Dashboard users.
  4. For the list of email addresses listed, define the role or roles based on Organization Admin, Groups (None or All), Analytics (None, All, or Limited by Group), or Content (None, All, or Limited by Course) with the corresponding Asset permissions.
  5. Click Invite. (You can view the status and role assignments of all invited users in the Users section.)

 Dashboard User Activation

  1. Once a Dashboard user has been invited, they will receive an email asking them to activate their user account.
  2. Clicking on the registration link in the email will take them to the Skilljar Dashboard registration page.
  3. They will input their First name, Last name and create a password, then click Register.

Once a new user has activated their account, they will be able to access your organization's dashboard at dashboard.skilljar.com. The features that they can access will be defined by the role that was selected when configuring the invitation. 

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Managing Existing Users

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Dashboard Organization Admins can resend invitations, delete users, or update roles and permissions from the list of existing Dashboard users. Start from the Skilljar Dashboard and under Organization, select Dashboard Users.

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Resend an Invitation to a Dashboard User

You can send a new invitation email to a specific user if a user has not received or completed their Dashboard registration.

  1. From the Dashboard Users page, review the list of existing users. 
  2. Click the icon associated to the user under the to Resend Invite column:

    Screen_Shot_2019-04-12_at_3.01.12_PM.png

Delete Dashboard User

  1. From the Dashboard Users page, review the list of existing users. 
  2. Select the 'X' icon to Delete a Dashboard User. Note: only Dashboard Organization Admins can delete users or modify this list of users.

    Screen_Shot_2019-04-12_at_3.03.11_PM.png

  3. Select OK to confirm that you wish to revoke this user's dashboard access:Screen_Shot_2018-05-29_at_1.43.40_PM.png

Edit or Update Roles for a Dashboard User

  1. From the Dashboard Users page, review the list of existing users. Note: Only Dashboard Organization Admins can edit existing Dashboard users.
  2. Select the Name of an individual.
  3. Update the permissions as desired (Groups permissions, Content permissions, Analytics permissions).
  4. Click Save. Note: Dashboard Users are not alerted when Dashboard Organization Admins edit permissions. 

 

Configure Asset Permissions for a Content Manager

When you assign someone as a Limited Content Manager for certain courses, you can also specify which assets (uploaded materials such as videos, PDFs, quizzes) this user can replace. IMPORTANT: Since an individual asset within Skilljar can exist in multiple places across your training site, changes made to an asset by a Content Manager will apply across all courses where that asset is hosted, even beyond the courses they manage. 

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By default, assigning a content manager by course will populate a list of the associated assets that live in those courses. This is an opt in feature that enables you to select assets you would like this user to make universal changes to. 

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If a course manager is not granted access to edit assets, they will still be able to remove or add new assets to the course. When a content manager adds a new asset, they are automatically given manager permissions for that asset. 

Course Managers can also apply the “replace” functionality to assets they would like to repurpose, which allows them to upload a new version of the asset and only applies those changes to the courses they manage. Any courses where that asset lives that the Course Manager does NOT have access to will retain the original version. 

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NOTE: By enabling a course manager to edit assets, you are granting them permission to make universal changes to that specific asset, even if that asset is used elsewhere in your training site beyond the courses they manage.




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