Creating and managing user accounts

Introduction

In Account, you can create and manage user accounts and group accounts.

A group account is used to group learning content and user accounts together so that you can easily manage permissions for this group, for example permission to assign content or to view user progress.

overview of the account page

In the menu on the left, you'll see all sub accounts that are part of your group account. Click on to unfold all underlying accounts and to navigate between them.

Let's learn how you can add users to a group account and how you can manage these users.

Adding user accounts

There are three ways to add new users to an account:

Creating new accounts

Click on User accounts, then on Create new accounts to manually add user accounts.

creating user accounts manually

Before you start, choose the default language. This is the language in which Novo will communicate with the user about their account, for example via email.

Next, select Auto-generate usernames if you want Novo to generate usernames automatically. Fill in the given name, family name, email address and, if applicable, a username. If needed, you can adjust the default user language and the group account per user.

Click on if you want to remove an account from the list.

Click on Create accounts to create the user accounts. Each user will receive an email with further instructions to setup their account.

Importing accounts from file

Click on Import from file to import accounts from an Excel or CSV file.

creating accounts from a template

Make sure that you fill in the info of your users in one of the example files listed. Importing user account details from a file will not work if you use a different template.

Click Upload to upload your file. The user account information will be listed below.

If needed, you can adjust each of the fields per user.

Click on Create accounts to create the user accounts. Each user will receive an email with further instructions to setup their account.

With Invite through sign-up link, you can send a link to your team via your preferred means of communication. With this link, the receiver is directed to a page with which they can setup their account themselves.

Click on Invite through sign-up link, then click on Enable shareable link. This generates a unique sign-up link and QR-code that you can share with your team.

example of a sign-up link

If you notice that the link is abused, you can change it by clicking on Change link or disable the link by clicking on Disable link.

Note that disabling a link means that the people you invited will not be able to use the link anymore. Accounts that have already been created will remain active.

Managing user accounts

The User accounts section lets you view and manage user account details.

example of user overview

Use Search users to find a specific user account.

Use the drop down menu under Account status to filter the list of users. You can choose between Only active, Only archived, and All.

Use the drop down menu under _ Role_ to filter the list of users. You can choose between All, Admin, Manager, Content creator, and Chat support. See User Roles to learn more.

Untick Include sub accounts if you only want to include user accounts that are part of the account that you are viewing.

Click on one of the column headers to sort accounts based on Username, Full name or Group.

Click on under Details to view and edit a user's account details, such as the e-mail, name, phone number, group of the user, and language. Don't forget to save any changes by clicking on Save.

Click on under Roles to add or remove roles.

Click on Remove role to remove a role from a user account.
To add a role to a user account, you need to specify the group to which the role applies. Click on Select group to do so. Click on Role to select the role you want to add.

Lastly, you can activate or deactivate a user account by toggling the switch under Account status.

toggle user account status

This column also gives you more information about the number of active accounts versus the number of total accounts that are part of the selected group.

User Roles

Add explanation of user roles