Admin: Manage Users

From Admin > Manage Users:

1. Click Add New User button.

2. Complete the fields, those notated with a red asterisk are required.

• Required: Last Name.
• Required: First Name.
• Required: Email.
• Optional: check off the Send Invitation Email box to send the login credential email to the new user.
• Optional: check off the System Administrator checkbox to grant the user admin privileges.
• Optional: check off the Lesson Manager checkbox to grant the user Lesson Manager role as part of the Premium Lesson Planning feature. Users with the Lesson Manager role are not System Admins, but they can use the Admin Manage Lessons and Admin Review Lessons tools. This role is designed for principals and department leads who need to review and manage lessons but don't require full Admin rights. Lesson Managers can access these tools through a Manage Lessons Quick Link on their Dashboard.

To learn more about this feature, click here. 

3. Optional: Special Editing Privileges

By default, all Atlas users can view all curriculum. Only Curriculum Developers, assigned by admins in Manage Courses, can edit. System Admins can grant select users discreet editing rights. This is usually for admins or coordinators who modify curriculum but don't teach courses.

• No special editing privileges (default): Users, by default, may edit only the individual or collaborative courses to which they are assigned in Manage Courses.
• All-level editing privileges: Provides editing privileges to all courses within your Atlas system.
• School-level editing privileges: Provides editing privileges to all courses assigned to a particular school(s).
• Subject-level editing privileges: Provides editing privileges to all courses assigned to a particular subject(s).
• User-level editing privileges: Provides editing privileges to courses assigned to selected user(s).

4. Click Save to create the new user.

If you forgot to click the “Send Invitation Email” box when adding a new user, simply click the arrow corresponding to the user in the Actions column in the Manage Users page, and select Re-send invitation Email. 

From Admin > Manage Users:

1. Use the Search by user's name or email search field to locate the user account quickly. 

2. Click the arrow (actions) icon and select Deactivate User option.

3. If there are courses assigned to this user, the courses will not be affected, but you will be presented with options to continue:

• • Click the Deactivate this user. Atlas will Remove (User Name) from these courses. option if you want to delete the user and re-assign the courses later.
  • Click the Assign the Courses to a different user, and then deactivate (User Name). option if you want to transfer those course assignments to different users before removing the user. When selecting this option, you will have the chance to type in an existing user or add a new user to the system who will be assigned to those maps.

4. If there are lessons assigned to this user, you will be presented with options to continue:

• • Click the Deactivate this user. Atlas will remove (User Name) from these Lessons. option if you want to delete the user and re-assign the lessons later.

  • Click the Deactivate this user. Atlas will remove (User Name) from these Lessons, and then recycle Lessons where (User Name) is the only Lesson editor. option if you want to delete this user and their lessons that they solely own (with no other editors involved).

  • Click the Assign these Lessons to a different user, and then deactivate (User Name). option if you want to transfer those lesson assignments to different users before removing the user. When selecting this option, you will have the chance to type in an existing user or add a new user to the system who will be assigned to those lessons.

To view the list of inactive users in your Atlas site, click the Active Users button, then select Inactive Users. 

On that page, you have the ability to click the person icon next to each account to reactivate the user, thereby restoring their access to Atlas.

By default, all users in Atlas can view all curriculum developed in your system. Only Curriculum Developer assigned to courses by admins in Manage Courses has the rights to edit assigned courses. As a System Admin, you can grant selected users special editing privileges. These special editing privileges are considered "behind-the-scenes," as this user’s name will not appear anywhere on the map as an editor, but will be able to edit. This option is typically reserved for school administrators, curriculum coordinators, or department heads whose roles include writing or modifying the school curriculum, but not teaching the course.

Special Editing Privileges is not for setting up collaborative courses; you can set up collaborative courses in Manage Courses.

From Admin > Manage Users:

1. Click the arrow (Actions) icon next to the user whose privileges you wish to edit.

2. Select Edit User.

3. Check the level of access based on their role at your school.

• No special editing privileges (default): Users, by default, may edit only the individual or collaborative courses to which they are assigned.
• All-level editing privileges: Provides editing privileges to all courses within your Atlas system.
• School-level editing privileges: Provides editing privileges to all courses assigned to a particular school(s).
• Subject-level editing privileges: Provides editing privileges to all courses assigned to a particular subject(s).
• User-level editing privileges: Provides editing privileges to courses assigned to selected user(s).

4. Click Save to apply these privileges.

In the login page, users can reset a password via the "Forgot Password" link. This will send an email with a link to reset their password. If a user doesn't receive the password reset email or unable to access their email, you can set a password to your temporary default. This will NOT generate an email to the user, so you must tell them the default password. Please note that you can only reset passwords for users whose email address uses the school's email domain.

From Admin > Manage Users:

1. Click the arrow (Actions) icon next to the user whose password you wish to reset.

2. Select Reset Password.

3. A confirmation menu will pop up, select Reset Password. NO automated email notification will be sent to the user. You need to share the default password with them. The default password is mentioned on that pop-up menu, also it's located in Admin > Reset Passwords page.

NO automated email notification will be sent to the User. You need to share the default password with them.

After resetting the password, your user will be asked to change his password via the following screen. Instruct your user to use your Atlas default password (for example, it's learning in the screenshot above) in the Temporary Password Provided by the Admin field.

System Admins can import a large number of users from a list or spreadsheet into the Atlas system. Requirements for bulk-importing are:

• The file containing your list of Users must be in a Comma Separated Value (.csv) format. Click here to learn how to convert your Excel to .csv format.
• The spreadsheet or list must include the first name, last name, and email address for each user.

From Admin > Manage Users:

1. Click Import Users.

2. Click Choose a .csv file to locate the .CSV file on your network or hard drive. Then click Open.

3. Click Submit. You will be allowed to verify the data in the next step.

4. Select from the drop-down menus the name of the column headers from your list that correlate to the data shown in the table below.

• You must have a column that identifies the Last Name, First Name, and Email.
• If your list contains additional columns, select Not Relevant from the drop-down menus.

5.Optional: If you have a header row in your document, check the Ignore first row (header row) box.

6. Click Validate Data. You will have a chance to review the data at the last and final step.

The table resulted contains the user data that will be imported to your Atlas system. Rows that may require attention have been flagged:

• The red X icon means the data in this row will not be imported unless a correction is made. A field has been left blank (missing a first name, last name, or email), or the email address is not valid. All email addresses must include an “@” symbol and .com, .net, .edu, etc. 
• The yellow icon means the data in this row will be imported; however, it may be a duplicate entry. Review the details for this User to ensure that they will not be entered more than once.
• The blue i icon means the data in this row will be imported as an update to an existing account. 

7. Uncheck the checkbox prefixing each row if you don't with to import the data on that row. 

8. When you have finished reviewing the data, you have the option to:

• Start Over if you wish to discard the current upload and submit a different file. 
• Export CSV of Errors if you wish to export a list of all account with errors to fix and upload later. 
• Import to upload the new verified users in your current file to your Atlas system.

When the import is complete, you will have the option to send the new users an invitation email or not.

How to Convert Excel Spreadsheet to .csv

1. Open MS Excel and locate your existing spreadsheet containing the data to be imported.

2. From the MS Excel File menu, click Save As.

3. Select CSV (Comma delimited) (*.csv) from the Save as Type drop-down menu and complete the File Name text box.

4. Click Save to save the .csv file in the same location as your original file.

The export feature allows you to export all users, emails, and attributes in your system to an external csv format for further analysis.

From Admin > Manage Users:

• Click the csv sheet icon to export the list to a .csv file format.

Admins can resend invitation emails to users in Atlas after creating their accounts. Please instruct your users to check the Spam/Junk inbox if they're not seeing the invitation email. If they're still unable to receive it, email us at support@onatlas.com. 

From Admin > Manage Users:

1. Search for the user using the Search by user's name or email field, then wait for a few second, or hit enter in your keyboard. 
2. Click the arrow (Actions) next to the user account, and select Re-send Invitation Email. 

Admins have the ability to execute two bulk actions within Manage Users: they can resend invitation emails to selected users, and they can deactivate a group of users.

From Admin > Manage Users:

1. Select users by ticking the checkboxes next to their names for bulk actions.
2. Two new icons appear next to Import Users.
   • Click the envelope icon to resend invitation emails to the selected users.
   • Click the X icon to deactivate the selected users. Note: Deactivation will remove them from all courses and lessons without the option to reassign them in bulk.