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As Project Manager you can use the Manage Users page to: 

You can grant different access rights to users by managing RolesrolesRole role assignments, and assigning work to users. The creation and management of Committees can also be performed using this page.

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Access the Manage Users page

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  • Select the Manage  Users menu.

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    Info

    You can sort the list by First name, Last name, Username, Email address, Last Login, or Status by clicking on the respective column header. Clicking once sorts the list in ascending order; clicking a second time sorts the list in descending order.

 

The Manage Users page includes the following details:

Feature

Description

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The Search box allows you to search for users based on

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first name, last name, username, or email address

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. The search results appear in real time as you type in the search text.

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The user’s full name, appearing in the format "Last Name, First Name"

Feature

Description

Image RemovedThe Batch actions dropdown allows to Retire or Activate selected users in one go.
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The Activate option will not appear
  • Users can copy and paste space delimited values into the search box (multiple leading/trailing spaces, and spaces before/after/between phrases are allowed)
  • Once values are entered in the Search box, the list is filtered and displays values that match content in any of the following fields:
    • First name
    • Last name
    • Username
    • Email
  • A filter can match one or more columns at the same time (e.g., first name and email), however, those records MUST continue to match the criteria of the Show Users (All users, Active users, Inactive users) and Show (In this organization, In this project, Not in this project) drop-down filters to display the results.
  • Filters are not case sensitive
  • In the example below, the entered filter "rev user" matches a first name, username, and last name
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Image AddedThe Batch actions drop-down allows users to Activate or Deactivate selected users in one step.
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The Activate option appears if the selection does not include any Retired userretired users. Similarly, the RetireDeactivate option will does not appear if the selection does not include any Active userusers.

On Upon clicking Activate/RetireDeactivate, the relevant confirmation prompt will be is presented to confirm the action to be performed. 

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By default, Active as well as Retired Inactive users will be are listed.

To list only Active or only Retired Inactive users, click the Show: All users dropdown drop-down and select the appropriate option.
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By default, all the users from the Organization will be project are listed.

To list only users belonging to the current Projectorganization, or only users not belonging to the current Projectproject, click the Show: In this organization dropdown project drop-down and select the appropriate option.

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Project Managers can export a list of all the users in the selected project. The file is exported to the Reports page as an Excel file called User Report.

See Export a list of users assigned to the project below for details.

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Edit the user’s details. The user information appears in the Add User section above the list, where it can be modified and saved by clicking Save. If the modifications are to be discarded, this can be done by clicking Cancel.

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Login as the user. A confirmation message will be displayed and the Project Manager can impersonate as the intended user by confirming the action.
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Warning

It will not be possible to impersonate as a user and an error message will be displayed if the user does not have any assigned role in any active Project.

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Warning

Although it is possible to login as a different user by clicking this button, the user to which the login gets switched (impersonated) by this action, cannot change the Project selection to any other than the current Project. Clicking any other Project will display a warning message in red text.

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Note

Exam Design Inc (EDI) users assigned as Item Bank Managers of non-EDI Item Banks can use this functionality to login as any user (EDI or non-EDI) from the current non-EDI Project and also to login as any other EDI user not assigned with the current non-EDI Project (visible when Show all users in organization radio button is selected).

Image RemovedThe More dropdown allows you to retire, Image Added

The More drop-down allows you to deactivate/activate, reset password, reset answers to security questions, reset 2-Factor Authentication, view the user profile, or delete the user. The action will be is performed after the action is confirmed in the confirmation prompt that appears next.Image Removed

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  • Clicking Retire will retire Deactivate retires the user. This will appear only appears if the user is Active.
  • Clicking Activate will activate activates the user. This will appear only appears if the user is Retired.
  • Clicking Impersonate allows you to login as the user. See Impersonate a user below for details.
  • Clicking Reset password will send ends the user an email with the link to reset their password.
  • Clicking Reset answers to security questions will reset resets the user's answers to the authentication questions so and he/she will be is required to answer them again upon logging in the next time.
  • Clicking 2-factor authentication reset will reset resets the 2-Factor Authentication data of the user so that he/she will be is required to fill the information afresh upon logging in the next time. This option will be is only visible only if 2-Factor Authentication is enabled for the application, for the Item Bank to which the current Project project belongs, and also for the selected user.
  • Clicking View profile to display displays the user profile with various details in a popup pop-up window as shown below.
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  • Clicking Delete will delete deletes the user from the system. **Note: This option is available for only for those users who are not assigned to any Project.

Name

  • only possible if the user you are attempting to delete hasn't written to the database**
    You must confirm you want to delete the user. If the user has information written to the database, you can deactivate the user rather than delete the user.
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First nameThe user's first name.

Last name

The user’s last name. The list is sorted in ascending order by last name when the page is loaded.

Username

The user’s username.

Email addressThe user's email address.

Last Login

Date and time of the user’s last login to ExamDeveloper.. This appears as "Never logged in" for users who have never logged in.

StatusThe current status of the user. This can either be Active or Retired.
Info

You can sort the list by Name, Username, Email address, Last Login, or Status by clicking on the respective column header. Clicking once will sort the list in ascending order; clicking a second time will sort the list in descending order.

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Export a list of users assigned to the project
Export a list of users assigned to the project

Project Managers can export a list of all the users assigned to the selected project using the Export Results button.

  1. Navigate to the Manage Users page.
  2. Click the Export results button. You do not have to select the user records. All users currently assigned to the project are exported in the report.
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    Note

    If there are no users assigned to the project, the Export results button is disabled.

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  3. The Reports page opens with the User Report listed in the queue. Click the User Report link.
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  4. The User Report opens in an Excel spreadsheet. The file name is in the following format:
    YYYY-MM-DD_UserReport_<project name>.xls

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Impersonate a user
Impersonate a user

You can login as another user by selecting the More → Impersonate menu option. The Impersonate menu is only available when the user is assigned to the current project.

  1. Locate the user in the list you want to impersonate.
  2. Click the More button for that user and select Impersonate.
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  3. A confirmation message is displayed and the Project Manager can impersonate as the selected user by clicking Impersonate from the menu.
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    Warning

    It is not possible to impersonate a user that does not have any assigned role in any active project. An error message is displayed if the user does not have any assigned role in any active project.

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    Warning

    Although it is possible to login as a different user by clicking this button, the user to which the login is switched (impersonated) by this action, cannot change the project selection to anything other than the current project. Clicking any other project displays a warning message in red text.

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    Note

    ExamDeveloper Inc. (EDI) users assigned as Item Bank Managers of non-EDI Item Banks can use this functionality to login as any user (EDI or non-EDI) from the current non-EDI Project and also to login as any other EDI user not assigned with the current non-EDI Project (visible when Show all users in this organization drop-down menus are selected).

 

Note
titleGranting project access is not enough
Granting project access is not enough to allow people to interact with a Projectproject. All users need to must be given a Role with the Projectproject. Roles can be assigned to a Project project from the Assign Roles page. In addition, if the user is only assigned permission to either Write, Review, or Validate Questionsitems, they will also need to must be given a Question Assignmentan item assignment. To assign Questions items to users, please use the Assign QuestionsWork to Users page.