Managing Users

As an Organization Administrator, you can add or remove other users in your Organization. You can also invite new users to join the platform and automatically enroll in your Organization, or change the roles of existing users within your Organization.

Adding Users

1. Click on the Organization icon () in the navigation menu
2. Select the tab for the type of user you want to add to your Organization:
   1. Educator – from the Educators tab click the Add Users button in the top right corner.
   2. Student – from the Students tab click the Add Students button
   3. Evaluator – from the External Evaluators tab click the Add Evaluators button.
3. A dialog will appear with 4 options for adding one or more users with the selected role:
   1. Existing List – Type in a comma separated list of email addresses to add a users (hint: you can copy and paste from a csv file if available).
   2. Join Code – A join code is a 6 digit code used to join your Organization.  You can use the Copy Join Link button to copy a link and share it via email.
   3. QR Code – Users can scan the code to join quickly.
   4. Add Manually – You can add users directly using their email addresses.
4. Click the red Add button after you have completed the dialog.
5. You should now see a new row per user in the selected tab. The Status column should include one of two indicators:
   1. Pending (yellow) – this indicates the user was invited to PortfoliOH but has not yet created an account. As soon as an account is created with a matching email address the user will be automatically enrolled in your Organization.
   2. Registered (green) – A user with a matching email address has an existing account with PortfoliOH and is enrolled in your Organization.

Removing Users

1. Click on the Organization icon () in the navigation menu and select the appropriate tab (Students, Educators or Evaluators).
2. In the Action column associated with the user you want to promote, click the More Options icon ().
3. Select the Delete option.
4. In the confirmation dialog, click the Remove button ().

Changing User Roles

1. Click on the Organization icon () in the navigation menu and select the appropriate tab (Students, Educators or Evaluators).
2. In the Action column associated with the user you want to promote, click the More Options icon ().
3. Select the appropriate role change for the user, for instance Make Educator.
4. In the confirmation dialog, click the Change Role button.

Approving Educators & External Evaluators

1. Click on the Organization icon () in the navigation menu select the tab of the user type you want to approve, Educators or External Evaluators.
2. In the Status column of the specific user you want to approve, click the Approve button.
3. In the confirmation dialog, click Accept to approve this user or Remove () to reject the request.