Manage users

Users with the Add Users, Remove Users, or Update Users permission can add, edit, or delete users. You can also export to Excel.

To add a new user:

1. Select Settings > Users. The Users page appears.

   

2. Select  Actions > +Add user. A pop-up appears.

   

3. Do any of the following:

        • Enter a First name, Last name, and Suffix, if applicable.
        • Enter an ID.
        • Enter the user's Date of birth.
        • Enter a Phone number.
        • Select a Gender.
        • Select a Grade.
        • Enter an Email address.

4. To assign this user as an instructor:   

   
           a. Enable the Instructor toggle.
           b. Enter the Instructor Rate of pay.
           c. Select the Rate Type:

                     • Flat Fee
                     • Per Hour
                     • Per Student

5. Enter the Address information.
6. Select any desired Roles & Permissions.
7. Click Save.

To manage an existing user:

1. Select Settings > Users. The Users page appears.

2. Next to the user you want, do any of the following:

   To...	Then...
   Send a welcome email	Click .
   Edit a user	a. Click . A pop-up appears. b. Make any desired changes. Note: You cannot change an existing email. c. Click Save.
   Activate/deactivate a user	To activate a user, click . To deactivate a user, click .
   Delete a user	a. Click . A confirmation message appears. b. Click Yes, delete.

To export an Excel file:

1. Select Settings > Users. The Users page appears.

   

2. Select Actions > Export to Excel. The file appears in your Downloads folder.