Follow

Access University Organization Admin Functions (External Guide)

June 7, 2018

 

Level Access University

Organization Admin Functions

  1. View/Run Cohort Reports
  2. View/Run User Reports
  3. Add Users to a Cohort
  4. Bulk Upload Users to a Cohort

 

There are three buttons that are available to the org admins in the left-hand navigation. These buttons are not available to standard users/students:


org-admin-buttons.png


 

 

  1. View/Run Cohort Reports
  • In the left-side nav, click Reports>Select the name of an organization. Org admin will only see the organization to which they are the org admin. If the org admin is the admin to only one organization, then the dropdown will default to that organization. Once the Organization is selected, the Cohort name dropdown will be populated.
  • Select Cohort Name. Once you select the cohort name, the Course Name will be populated.
    • Select Course Name (you may also multi-select or Select All)
  • Click Submit. The wait time will depend on how many users are in the system, but it’s generally quick.
  • Data will be displayed for the organization only.
  • Data points that are included in the report are as follows:
    • Username, Full Name, Email, Organization Name, Cohort Name, Category, Course Name, Last Access Date, Completion Date, Grade, Status (Not Started or In Progress or Complete)

 

  • You can search for any of the contents in all columns via the Search box in the right-hand corner.
  • You may copy the contents of the results by clicking the Copy button (and paste into another document if you choose).
  • You may add or remove columns by clicking the Column visibility dropdown





  • You may download the report into an Excel doc (click the Excel button) or into a PDF (click the PDF button).

 

 

 

  1. View/Run User Reports
    • Click Reports>Select the name of an organization. Org admin will only see the organization to which they are the org admin. If the org admin is the admin to only one organization, then the dropdown will default to that organization. Once the Organization is selected, the Cohort name dropdown will be populated.
    • Select Cohort Name. Once you select the cohort name, the Course Name will be populated.
    • Select Course Name (you may also multi-select or Select All)
    • Click Submit.
    • Data will be displayed for the organization only.
    • Click on the user’s name in the Full Name column to view the individual user report (e.g., Megan Alfaro)

 

 

 

  • You will be taken to a screen that gives a color-coded overview of the user: Fullname, Email, Number of Enrolled Courses and Completed Courses. You may search this report, copy the contents, add or remove columns and download the report to an excel or pdf file.

 

  1. Add Users to a Cohort
  • Click Cohort (in the left navigation)>Find the Name of the Cohort that you would like to add members to. In this example, we’ll add members to the Designers Cohort. Click the Edit icon on the far right:
  • The left side of the screen displays the current users that belong to the Designers cohort. On the right side, there is a list of Potential Users. Click or multi-select the members that you want to add to the cohort and click the Add button. No need to save, the users have been successfully added (and you will see their names on the left side that says ‘Current Users’)


 

 

  1. Bulk Upload users to a cohort.
  • Click on the Upload Users button in the left-side navigation.
  • You will be presented a screen that will require you to upload a CSV file with all of your user information. Please note that the CSV file must be formatted exactly as the screenshot below. We can provide all customers with a sample template to use.
  • Screen to upload file. Browse to choose your file and click Upload Users by Organizational Admin
  • You will be presented with a preview screen of the users you have uploaded. If everything looks okay, scroll down and click the blue Upload Users by Organizational Admin button.
  • Your users will now be added into the system.

 

 

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Level Access Support
www.levelaccess.com | 800.889.9659
© 2005 - 2018 - Level Access All rights reserved.
Privacy | Security | Credits | License