Xitracs Credentials™ > Control Panel > Manage Faculty & Staff Members

The Control Panel function provides an option to add faculty members by manual entry or file import. This is also the means by which users are added and managed for the Xitracs Portal.

To Add a Faculty & Staff Member Manually

1.Click the Add new faculty member link

2.Enter a Title (e.g. Professor, Doctor) - this field is optional

3.Enter a Last name and First name - these fields are required

4.Enter an Email address - this field is required

5.Enter and confirm a Password. See also Administration > Server Settings > Authentication/SSO if single sign-on is being used.

6.Select a Department

7.Select a Location - this field is optional. See Settings > Locations

8.Select a Status (and associated date if applicable) this field is optional. See Settings > Status

9.Optionally add Date of Hire

10.Select a Discipline - this field is optional. See Disciplines

11.Enter a UserId and/or Network Name if used by your institutions - these fields are optional

12.Select a Type - this field is optional. See Settings > Types

13.Unckeck the parameter if the user is not to have Portal Access

14.Check the parameter to Exclude the user from reports

15. Select a Supervisor - this field is optional. The user selected will be able to view the credentials information for this faculty or staff member. Note: The selected user must be another faculty or staff member.

Note: If no department is available in the drop-down, there are no departments defined in the system - see Manage Departments

To Add or Remove Faculty & Staff Members by File Import

See the publication "Xitracs Data Import Guide" for details on file content.

1.Click the Import link

2.Browse for the relevant import file

3.Select the data Separator

4.Click Submit

If a faculty/staff member is also a student (see below), the indicator [S] will appear in the Type column

To Edit a Faculty or Staff Member

1.Click the Find link

2.Search for a faculty member or click List all

3.Click the Edit link for the relevant faculty member

4.Update the Fields as appropriate

5.Click Submit

To Change a Faculty or Staff Member Password

Not applicable if Single Sign-on enabled

1.Click the Find link

2.Search for a faculty member or click List all

3.Click the Password link for the relevant faculty member

4.Update the Password as appropriate

5.Click Submit

To Make a Faculty or Staff Member also a Student

Requires the Assessment module and also Assessment module Control Panel access privileges

1.Click the Find link

2.Search for a faculty member or click List all

3.Click the Edit link for the relevant faculty member

4.Check the Student Attribute parameter

5.Click Submit

Note: A User Id field value must exist for the Student Attribute parameter to operate.

Masquerade Mode

If your system has masquerade mode enabled, system users with a role of Administrator are able to logon with a portal user session by clicking the Masquerade link for a faculty or staff member. This is a useful function for validating information.

Contact Xitracs Support if you wish this function to be enabled.