" /> " /> "> ">

Help & Documentation

Manually Managing Users

Users with the right permissions can add and edit users and students.

Users with a role that has the "Manage organisation settings" permission enabled, can view, add, edit Users.

You can add users to BetterExaminations Online individually or bulk upload with a CSV file.

View users

All existing users and their User roles are listed on the Users screen. If you are looking for a specific user you can filter the results by searching with a string of text. You can also filter by the user's authentication type, or role using the dropdowns provided.

 

The Users screen listing all existing Users

 

To edit a User's details go to the Actions column and select the Edit user button. 

Note: you can not change your own user role.

Account Types

There are two Account types – User and Students. Students are listed on the Student's screen. 

User Roles

User Roles are a set of permissions assigned to users to allow them to carry out tasks.

Learn more about User Roles here.

Manually invite users and students

You can invite new users and students one by one or you can bulk upload them with a CSV file. Select +Invite to open the "Invite users and students" drawer.

 

Invite Users and Students individually

Enter the user's or student's

  • Email address
  • Given name (required)
  • Family name
  • Account type – select the Account type. If the Account Type is "User", the Role drop-down will appear beside it
  • Role – select the Role you want to assign the user
  • Global Id (Student only - See Student Identification Numbers)

 

 

To add more than one entry select the +Add row button.

Don't forget to click on the Save and invite users button when you're done:

Upload Users and Students list from a CSV

If you want to import a CSV to invite a list of users or students, you can upload a CSV file. CSV files can be exported from any spreadsheet application. 

1. To upload, select "Invite+ button 

NOTE - Bulk update is a different action that is used to update existing users. 

 

2. Select 'Choose file' to select your CSV file 

For more information on how the CSV file should be structured, select 'more info'

This will display the format the CSV file must follow. 

 

 

3. Once your CSV file has been selected, the fields will populate automatically with the users. Take this CSV as an example 




Once uploaded, fields are populated as shown below 

4. The final step is to select 'Save and invite users'