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  2. Getting Started
  3. User Management
  4. Navigating the ‘Users’ Page
  1. Home
  2. Getting Started
  3. Navigating the ‘Users’ Page

Navigating the ‘Users’ Page

Overview

The Users Page is your central hub for managing all individuals who have access to your Education Walkthrough account. This includes administrators, principals, instructional coaches, and teachers. The updated Users Page offers enhanced search capabilities and an improved user interface for easier navigation and management.

Advanced Search Filters: Easily find users by filtering through name, job title, role, and license type.


Expanded View on the User Page: Click on a user to open an expanded view showcasing comprehensive information, including recent walkthroughs.

Recent Walkthroughs: View a user’s recent walkthroughs directly from their expanded view profile. You can see the total number of walkthroughs, the average time per walkthrough, and their recent walkthrough list.

Bulk Actions: Perform bulk actions such as moving multiple users to another school, reset user passwords, change user plans, changes roles or remove users completely.

Enhanced Data Display: Recent walkthroughs are now prominently displayed with the option to View More for detailed insights. You can also take other actions from the expanded view on the Users page, like Make workspace private, Assign Title, Reset Password, and Remove User.

How to Use

Log into your Education Walkthrough account and navigate to the Users tab from the main navigation bar on your dashboard.

Here you can search for users, and leverage the new filtering capability on the left to narrow down your search by name, job title, role, or license type.

To view a user’s profile, click on a user’s name to open their detailed profile in the expanded view. Here you can review their recent walkthrough activity and other pertinent information.

Lastly, you can now perform bulk actions from the user page. This allows you to select multiple users using the checkboxes along the left hand side, and from here you can decide on the desired bulk action from the menu (e.g., reset password, change plans, change school, change roles, remove users, etc).


Users FAQs

How do I filter users by role?
Click Filters on the left side of the Users Page and then select the specific role you want to view.

How do I change a user’s role?
Click on the user’s name that you wish to assign a title to, and in the Expanded View, click “Change Role”. From here you can change their role, or remove their role altogether. Click “Save” to finish.

How do I assign a user a title?
Click on the user’s name that you wish to assign a title to, and in the Expanded View, click “Assign Title”. From here you can choose from the list of titles available, or you can select the “Other” option and enter the user’s title manually; then, click “Confirm Title”.

How do I change a user’s school?
Click on the user’s name that you wish to change to a different school in your district, and in the Expanded View, select “Change Schools” and select the school where this user should be moved.

How do I reset the password for a user?
Click on the user’s name that you wish to issue a reset password for, and in the Expanded View, click “Reset Password”.

How do I remove a user?
Click on the user’s name that you wish to remove, and in the Expanded View, click “Remove User”.


Updated on October 16, 2024
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