5.3 Manage Users

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

Add/delete users and modify their details
Contact users
Disable a user (from the Project)
Reset passwords and security authentication (shown below)

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

Access the Manage Users page

Select the Manage → Users menu.

The search box allows to search for users based on full name, email address, or username. The search results appear in real time as you type in the search text.

The Manage Users page has the following details:

Feature	Description
	The Batch actions drop-down allows to Deactivate or Activate selected users in one go. The Activate option will not appear if the selection does not include any Retired user. Similarly, the Deactivate option will not appear if the selection does not include any Active user. On clicking Activate/Deactivate, the relevant confirmation prompt will be presented to confirm the action to be performed.
	By default, Active as well as Inactive users will be listed. To list only Active or only Inactive users, click the Show: All users drop-down and select the appropriate option.
	By default, all the users from the Organization are listed. To list only users belonging to the current Project, or only users not belonging to the current Project, click the Show: In this organization drop-down and select the appropriate option.
	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.
	Login as the user. A confirmation message will be displayed and the Project Manager can impersonate as the intended user by confirming the action. This button is available only when the user is assigned to the current Project. Icon 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. Icon 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. Icon 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 organization radio button is selected).
	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 performed after the action is confirmed in the confirmation prompt that appears next. Clicking Deactivate will retire the user. This will appear only if the user is Active. Clicking Activate will activate the user. This will appear only if the user is Retired. Clicking Reset password will send the user an email with the link to reset their password. Clicking Reset answers to security questions will reset the user's answers to the authentication questions so he/she will be required to answer them again upon logging in the next time. Clicking 2-factor authentication reset will reset the 2-Factor Authentication data of the user so that he/she will be required to fill the information afresh upon logging in the next time. This option will be visible only if 2-Factor Authentication is enabled for the application, for the Item Bank to which the current Project belongs, and also for the selected user. Clicking View profile to display the user profile with various details in a popup window as shown below. Clicking Delete will delete the user from the system. Note: This is only possible if the user you are attempting to delete hasn't written to the database Clicking Delete will delete the user. This option is available for only for those users who are not assigned to any Project.
Name	The user’s full name, appearing in the format "Last Name, First Name".
Username	The user’s username.
Email address	The user's email address.
Last Login	Date and time of the user’s last login. This will appear as "Never logged in" for users who have never logged in.
Status	The current status of the user. This can either be Active or Retired.

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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.

Granting Project access is not enough

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Granting access is not enough to allow people to interact with a Project. All users need to be given a Role with the Project. Roles can be assigned to a Project from the Assign Roles page. In addition, if the user is only assigned permission to either Write, Review, or Validate Questions, they will also need to be given a Question Assignment. To assign Questions to users, please use the Assign Questions page.