Adding and Managing Accounts: More Info

To see a general overview about the Admin Panel, please first review the following article: Dashboard, User Management & Admin Settings.

To invite new users (individually)
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1. Click on the 'User Management' tab:
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2. Click the '+ Invite User' button on the top right-hand corner of the page:
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3. Enter the user's email address, first name, last name, assign them a role (i.e. Learner, Trainer, or Administrator), and assign a cohort if applicable (more info on cohorts here). Then, click the 'Send' button:
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The user will receive an email invitation prompting them to create their password and finalize their registration.

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To invite new users (bulk invite)
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Alternatively, if you have a large number of users, you can use the 'Bulk Invite via CSV' feature to invite up to 500 users at once, saving you significant time.

1. Click the 'Bulk Invite' button:

2. Click the 'Browse to file' button to import the csv file containing the users' details from your computer. (You can also select a cohort to add them to using the dropdown menu below, if applicable):
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3. Click the blue 'Import' button:
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Please note: Users added via CSV will be assigned the 'Learner' role by default. However, you can change the roles at any point by reading the instructions in the 'Managing existing accounts' section.

Info about Roles:
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1. Learner: This role should be assigned to students and offers only the most basic permissions. These include access to the Scenario catalog (only if the 'Hide Scenarios Page...' option is toggled off in the 'Admin Settings'), Live Sessions, Performance, Classes and Profile Settings. Learners can facilitate / join sessions, but they cannot create or edit scenarios.

2. Trainer: This role may be assigned to faculty. It will provide full access to the platform including the full Scenario Catalog, Live Sessions, Performance and Classes, with the exception the 'Admin Settings' panel. Trainers have the option to create and manage classes. (If an Admin has toggled on the 'Allow Editing of Scenarios' option in Settings, Trainers will be able to create and edit scenarios as well).

3. Administrator: This role may be assigned to instructors, IT or program/simulation coordinators. It will provide full access to the platform including the User Management and Admin Settings as well as the 'Dashboard' page (which shows a high-level analytics overview). The Admin role offers the highest level of permissions which will allow for global changes that affect all users.

Managing existing accounts:

If you wish to make any role change or remove any accounts from your institution, you can do so by following the steps below:

1. Click on the 'User Management' tab:
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2. In the list of users, click the check box to the left of the users' email address, click the 'Actions' dropdown menu, then click 'Change role':
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3. Next, you will see another dropdown menu appear, titled, 'select target role'. Click on it, and select the role you wish to assign the user(s):

4. Lastly, you can click the blue 'Apply' button to finalize and save the changes:
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You can also use the aforementioned 'Actions' dropdown menu to change account status, such as Activate, Deactivate, or Delete:
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Important Note: Deactivating an account removes access to it until it is re-activated, while deleting an account removes it from the system altogether. In the latter case, a new account will need to be created if the user wishes to resume access.

What Does the Red X Next to a Contact in the Admin Panel Represent?

If you see a red 'x' next to a contact's name, it simply means that they've not yet verified their email address after their account was created.
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The user will just need to check their inbox for the UbiSim email that was sent to them, and verify their email address. If the email has expired, you can simply click the 'Verify' button next to the red 'x' in order to resend it:

After the user has accepted the invite, a green checkmark will appear under the 'Verified' column in their respective user details: