Add new users, delete users, apply permissions and send passwords using the Web Console

You can use the Web Console to Add New Users, Apply Permissions and to Send Passwords.

Here are the steps to add a number of new Users at once via an Excel spreadsheet using the Web Console:

1.    Login to your Web Console.

2.    Click on  Admin (top right) and then click on User Manager.

You will then be taken to the User Manager area of the Web Admin Console:

4.    Click  Export (right side). An Excel spreadsheet will open. Leave the current user details as they are. You can add new Users by entering their detail in the first blank row. Please leave column A blank for the new Users, when you Import the spreadsheet into you Admin Console EfL will assign the Users a Cloud Id. 

For each new user enter a unique username, their full name and email address.

5.    Save your Excel File with a name and in a location that you can easily find.

6.    Return to your Web Evidence Console and click on  Admin (top right) and then click on User Manager.

7.    Click  Import (right side) Click Choose File and select the Excel document that you just saved and click Upload

8.    Click  Choose File and select the Excel document that you just saved and click Upload

9.    You will then be taken to a screen that maps the information in the Cloud to the spreadsheet. As you have followed the same format the information above the box should match the information in each box. So you should need to change anything here as long as it matches.

9.    Click Save

The new Users are now in and there are two more steps. First of all to set their permissions and then to send them a password. Until this is done each new User will have a yellow warning message on the right hand side.

Here are the steps to apply permissions to Users using the Web Evidence Console:

1.    Login to your Web Console.

2.    Click on  Admin (top right) and then click on User Manager.

3.    Tick the box to the left of the Users that you wish to set permissions for. You can select more than one Users at once as long as they will have the same permissions.

4.    Once you have selected the User/s click  Apply Permissions

For Assessment Users using the IOS App on a device that you also want them to access the Web Evidence Console you would tick the 1st and 3rd boxes and then click Apply

For Assessment Managers using the IOS App that you want to be able to access the Web Evidence Console you would tick the 1st, 3rd and 4th boxes and then click Apply

Also select the 2nd box if you would like the User/Assessment Manager to also be an Administrator for the Web Evidence Console

The 5th and 6th box are for Insights Users and Insights Assessment Managers. Insights is an additional package to Evidence for Learning. If you would like more information on what Insights can offer in terms of detailed analysis of progress of Learners and selected cohorts then please contact the services team.

5.    Tick the relevant boxes to apply permissions and when you have finished, Click Apply (bottom right)

Here are the steps to send Users a password using the Web Evidence Console:

1.    Login to your Web Console.

2.    Click on  Admin (top right) and then click on User Manager.

3.    To send Users a password tick the box to the left of their name.

4.    You can select a number of Users at once and click Reset Password

This will send an automatically generated password to the email address associated with each User.

Here are the steps that a User can change their password to something more user friendly and memorable once they have received their email containing their Password:

1.    Login to your Web Console.

2.    Click on  Admin (top right) and then click on User Manager.

3.    From the main screen of the App where you see the word "Capture" and the stars Tap on the  Pencil and pad Icon (bottom right). 

4.    They enter the Username and Password that they were just emailed. It is case sensitive and it is worth noting that a lower case L can look like a capital i and zeros and the letter O can be easily confused. When they have logged into the Assessment Area they can Tap  Change Password (top right)

Here are the steps to put a user's login permissions on hold and then to delete them if appropriate:

1.    Login to your Web Console.

2.    Click on  Admin (top right) and then click on User Manager.

3. Tick the box to the left of the 'User/s' that you want to place on 'hold' and click On Hold.

4. Tick the box to the left on one of the Users and click the delete icon (red bin) on the right.

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