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Users Management

The Admin area is intended for customizing and modifying general and layout settings of the main LMS areas: Teacher, Student and CEO. The Administrator of the course can perform operations on users management, course management, general appearance configuration, subscriptions and payment management, as well as to work with backup copies.

The administrative area of the system allows you to perform user management at all levels: from administering course users to managing Teachers, Assistants or LMS Administrators. This section of the User Guide describes how to work with users through the administrative area.

CSV Operations

CSV operations are intended for work with users subscribed to various courses. Subscribing or unsubscribing users to or from courses may require a lot of time and effort. For convenience the system allows you to perform the following batch operations with the help of CSV files:

• CSV Import: allows importing a list of users from a CSV file;
• CSV Export: allows exporting the list of users into a CSV file;
• CSV Delete: allows unsubscribing and deleting users with the help of a CSV File.

Note: For importing and deletion the CSV file should have the following structure:

• username,name,email,password
• Sam,Sam,sam.powter@gmail.com,userpassword
• Column password is not mandatory.

CSV Import

By importing Students from a CSV file you may accomplish two tasks at the same time: (1) register users in the system and (2) subscribe them to the required course. To import users from a CSV file:

1. In the left menu go to Users Management - > CSV operations -> Import.

Fig. ‘CSV Import Form’

2. In the displayed form specify the necessary options:

   • Select a course to which users from the file should be subscribed;
   • Select a user group to which users will belong;
   • Click Browse and specify the location of a CSV file on your computer.
3. Click the Import icon () in the top right corner of the form. Imported data will be shown as a CSV import log. Next to each imported entry find comment text:

Fig. ‘CSV Import Log’

4. When finished, click Back () to navigate back to the CSV Import form.

CSV Export

To export users to a CSV file:

1. In the left menu go to Users Management - > CSV operations -> CSV Export.

Fig. 'CSV Export Form'

2. In the displayed form specify the necessary options:

   • In the Export users from field select if users should be exported from Joomla! CMS, all courses of JoomlaLMS or a specific course;
   • In the Select usergroup(s) field select groups whose users should be exported (hold CTRL for multiple selection);
3. Click the Export icon () in the top right corner of the form.
4. Open or save the CSV file with the list of exported users on your computer.

CSV Delete

With the help of the CSV Delete option you have an ability to unsubscribe users from one particular course, unsubscribe users from all courses at once or delete users from the system. To perform any of these operations:

1. In the left menu go to Users Management - > CSV operations -> CSV Delete.

Fig. 'CSV Delete Form'

2. In the displayed form specify the necessary options:

   • In the Delete users from field specify if you wish to delete users from Joomla! CMS, from all courses or from a specific course (select the required courses in the list on the right (hold CTRL for multiple selection));
   • Click Browse and specify the location of a CSV file on your computer.
3. Click the Delete icon () in the top right corner of the form. The system will analyze the CSV file and display a list of users that will be deleted:

Fig. ‘Confirming CSV Deletion’

4. Select check boxes next to the users whom you want to delete and click Delete () at the top of the list to confirm your intention; click Cancel () to discard the operation.

Roles Management

The administrative area gives you a possibility to manage user roles and permissions for them. To work with the list of user roles:

1. In the menu on the left go to Users Management ->Roles management .

To add a New Role:

In the left menu go to Users Management ->Roles management . The list of roles will be displayed.

1. Click on the New button () at the top of the list. The following form will open:
Fig. 'New Role'

Specify the Role Name and the Role Type.

Click on the Save button () to add a role otherwise click on Cancel ().

The administrative area gives you a possibility to manage user groups and users belonging to various courses. To work with the list of user groups:

1. In the menu on the left go to Users Management - > Groups / classes.
2. From the Filter list select the necessary course.

A group of icons in the top right corner allows you to perform the following operations:

Icon	Name	Description
	Delete	Select check boxes next to the groups that you want to delete and click the Delete icon. Confirm your intention by clicking OK in the dialog box.
	Change	Select a check box next to the group that you want to modify and click the Change icon.
	New	Click the New icon to add a new user group.

To work with the list of users belonging to a certain group, click a group name link.

For each course the system automatically creates two user groups: Teacher assistants and Users without groups. However for better organization it is possible to add as many user groups as needed:

1. In the left menu go to Users Management -> Groups / classes.
2. From the Filter list select the necessary course.
3. Click the New icon () in the top right corner. The following form will be displayed:

4. Fill in the following form fields:
   From the Select course list choose a course to which the group will belong;
   In the Group Name field enter the name of the group;
   In the Group description field enter any comment or description text. Use the embedded Visual Editor to format the text.
   
5. Select Yes if you want to add a group forum otherwise choose the No radio button.
6. Select Yes if you want to add a group chat otherwise choose the No radio button.
7. When finished, click Save () or Apply () in the top right corner to add the new group; click Cancel () to discard changes.

To modify properties of a user group that was created earlier:

1. In the left menu go to Users Management -> Groups / classes.
2. From the Filter list select the necessary course.
3. Select a check box next to the group that you want to modify and click the Edit icon () in the top right corner.
4. Modify group properties as described in the Creating User Groups (Classes) topic.
5. Save changes.

The administrative section allows you to manage users belonging to various groups: you can add (subscribe) Students to various courses, add or delete Teacher Assistants or CEO/ Parents.

To work with the list of users, click Users Management in the left menu and select one of the following sections:

• View assistants, to display the list of Teacher Assistants.
• View students, to display the list of Students.
• Assign learners to staff , to display the list of Parent/ CEO users.
• Users management, to display the list of Teachers and LMS Administrators.

To add Students:

1. In the left menu go to Users Management -> View Students (or go to Users Management -> Groups / classes, select the required course and click the necessary group link). The system will display a list of Students.
2. Click the New icon () in the top right corner of the page. The following form will appear:

3. Fill in the form fields as described in the table below:

   Field	Step
   Select course	Select a course to which the Student will be subscribed
   Select group	Select a group to which the Student will belong
   Starting date/Ending date	If you want to limit Student's access to the course by a certain period, select check boxes and specify the start and ending dates of the period in the Start date and Ending date fields. You can enter the date manually or set the required date with the help of the Note: If you set only the Start date, the Student will have access to the course only after the start date; If you set only the Ending date, the Student will have access to the course only till the ending date.
   Select username, or name, or e-mail	Select Student's username, name or e-mail address from one of the lists. Note that you can select only from the list of users registered on the web site.

4. When finished, click Save () in the top right corner of the page to add the Student; click Cancel () to discard changes and close the form.
5. Use the Back icon () to navigate away from the list of Students.
Tip: To provide better view representation, it is possible to filter students by the following criteria:
• In the Display# field select the number of entries that should be displayed;
• In the filtering field at the top of the list select a necessary course if required.
• In the filtering field at the top of the list select a necessary group if required.
• You can search the necessary user by username/name/e-mail.
 

Teacher Assistants are users who have the same rights as Teachers (the only difference is that Assistants cannot create, import or delete courses). The administrative area allows you to add or delete Assistants for any of the existing courses.

To add an Assistant:

1. In the left menu go to Users Management -> View assistants. In the Filter by role select: Assistant.The list of assistants will be displayed.
2. Select the course where you would like to add a teacher's assistant. Click the New icon () in the top right corner of the page. The following form will appear:

3. Select Assistant’s username, name or e-mail address from one of the lists below. Note that you can select only from the list of users registered on the web site.
4. When finished, click Save () in the top right corner of the page to add the Assistant; click Cancel () to discard changes and close the form.

To delete an Assistant:

1. In the left menu go to Users Management - > View assistants. In the Filter by role select: Assistant. The list of assistants will be displayed.
2. Select a radio button next to the Assistant that you want to remove and click the Delete icon () in the top right corner. Confirm your intention by clicking OK in the displayed dialog box.

Each Student belonging to a course may have a Parent/ CEO user associated with him/ her. Through the administrative area you can add, modify or delete Parent/ CEO users.

To add a Parent/ CEO user:

1. In the left menu go to Users Management - > Users Management and select View by: System level, Filter by role: Parent/CEO. The list of Parent/ CEO users will be displayed.
2. Click the New icon () in the top right corner of the page. The following form will appear:

3. Select a username, name or e-mail of the user who will be considered a Parent/ CEO. Click Save () in the top right corner of the page to add the Parent/ CEO user; click Cancel () to discard changes and close the form.
4. To assign learners for this Parent/CEO user go to Users management->Assign learners to staff.

   Click the New icon () in the top right corner of the page. The following form will appear:

   Fig. ‘Assigning learners to staff’
5. In the Parents/CEO section select the newly added Parent/ CEO. In the and/or Add Users field select the user(s) that should be associated with this Parent/CEO.
6. When finished, click Save () in the top right corner of the page to save the settings; click Cancel () to discard changes and close the form.

To modify a Parent/ CEO user:

1. In the left menu go to Users Management - > Users Management and select View by: System level, Filter by role: Parent/CEO. The list of Parent/ CEO users will be displayed.
2. Select a check box next to the Parent/ CEO user that you want to modify and click the Change icon () in the top right corner.
3. Modify user’s role. Save changes.
4. To modify the users assigned for this CEO/Parent go to Users Management-> Assign learners to staff. A list of CEO/Parents with users assigned to them will be displayed.
5. Select a check box next to the Parent/ CEO user that you want to modify and click the Change icon () in the top right corner.
6. Save changes.

To delete a Parent/ CEO user:

1. In the left menu go to Users Management - > Users Management and select View by: System level, Filter by role: Parent/CEO. The list of Parent/ CEO users will be displayed.
2. Select check boxes next to the Parent/ CEO users that you want to delete. Click the Delete icon () in the top right corner. Confirm your intention by clicking OK in the displayed dialog box.

The administrative area allows you to select Teachers or LMS Administrators from users registered in the system. LMS Administrators have access to all courses and can manage any course on behalf of a Teacher.

To add a Teacher or LMS Administrator:

1. In the left menu go to Users Management - > Users Management. The list of Teachers and LMS Administrators will be displayed.
2. Click the New icon () in the top right corner of the page. The following form will appear:

3. From the Select username list select the necessary user.
4. From the Select user role list select the necessary role – Teacher or LMS Administrator.
5. When finished, click Save () or Apply () in the top right corner to assign the selected role; click Cancel () to discard changes.

To modify user’s role:

1. In the left menu go to Users Management - > Users Management. The list of Teachers and LMS Administrators will be displayed.
2. Select a check box next to the user whose role you want to modify and click the Change icon () in the top right corner.
3. Modify user’s role to Teacher or LMS Administrator.
4. Save changes.

To delete a Teacher or LMS Administrator:

1. In the left menu go to Users Management - > Users Management. The list of Teachers and LMS Administrators will be displayed.
2. Select check boxes next to the users that you want to delete. Click the Delete icon () in the top right corner. Confirm your intention by clicking OK in the displayed dialog box.
Tip: To provide better view representation, it is possible to filter users by the following criteria:
• In the Display# field select the number of entries that should be displayed;
• In the filtering field at the top of the list select a necessary course if required.
• In the filtering field at the top of the list select a necessary role if required.
• You can search the necessary user by username/name/e-mail.

With the help of the administrative section of the system you assign certain teachers/LMS administrators/CEO/parents to work with certain groups of users. To assign a certain user to a group of users do the following:

1. Enter Users Management->Group managers and click the New icon () in the top right corner of the page. The following form will appear:

2 .Select a user and a group to be assigned to this user. When finished, click Save () in the top right corner to assign the selected group to this user; click Cancel () to discard changes.

3. If you want your user to work with the assigned group only (available in Pro version only) enable the 'Work with assigned groups only' option. Enter Roles Management and select the role of the user whom you wish to work with assigned groups only. Check the box next to this role and click Change. In the User Roles Permissions-> Advanced select Yes for the Work with assigned groups only permission. Click Save () in the top right corner to save the settings; click Cancel () to discard changes.

With the help of the administrative section of the system you can track what certificates were printed by course Students.

To view the list of printed certificates, in the left menu go to Users Management - > Certificates. The list of printed certificates will be represented in the form of a table: each table row contains information on a certain certificate:

To manage waiting lists use the following buttons:

Icon	Name	Description
	Delete	Allows to delete the selected user (to select a user, select a check box next to a corresponding entry in the list).
	Advance	Allows a user to advance users from a waiting list to courses ignoring the amount of the course attendees.
	Advance user	Allows a user to advance users from a waiting list to courses ignoring the current amount of the course attendees.
	Remove user	Allows a user to remove users from a waiting list.