<< Click to Display Table of Contents >> Navigation:  Administration > Manage Users > Add Users

The following sections describe the administration of System Users. Portal users, e.g. faculty and staff, are managed separately.

If the Credentials module is installed, see Control Panel > Manage Faculty & Staff members. Otherwise, see Administration > Xitracs Portal > Users.

 

Users can be added to the system individually or via an import file.

To Add an Individual User

1.Click the Add link

2.Enter a User ID. This will be used as the logon.

3.Enter Last Name, First Name and Email address

4.Enter a Password, or leave blank if the system is connected to a central authentication server. (See Authentication/Single Sign-On).

5.Optionally, set an Expiry Date for the password. This does not affect and central authentication.

6.In a multi-campus system, select a Campus from the drop-down. If no campus is selected the user will have access to all campus items.

7.Select a Role of User, Manager or Administrator (see table below)

8.Select whether the user has access to the Standards module, Credentials module, Planning module or Programs module

Note: If no option is selected, the user access will be limited to the Home page, Library and Calendar.

9.If the user has a role of Manager, access to a module Control Panel may also be selected. Users with a role of Administrator always have access to the control panel.

10.For users with Credentials module access, optionally select a File-Q role of Contributor and/or Processor. File-Q contributors can drag/drop files into a document queue. File-Q processors can view and profile documents in the queue.

11.Click Submit

 

The tabs and associated functions available to a particular user will vary depending on the user's role in the system. Users with an Administrator role will also have an Administration tab.

 

Assigning a user to the Manage team for a standard or plan will not give access to all the manage functions unless the user also has a role of Manager or Administrator.

 

Standards Module Tabs

 

Credentials Module Tabs

 

Planning Module Tabs

 

Programs Module Tabs

 

Assessment Module Tabs

 

Note: Users with a Manage role must also have the Control Panel access option selected. File-Q access requires an access role be selected.