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Adding and Editing User Enrollments in Sections
Last Updated: Aug 12, 2019 11:46AM EDT

This article applies to:  Echo360 Admins

The Users page allows you to work with individual user enrollments as needed. With respect to enrollments, for any Instructor, Teaching Assistant, or Student listed, you can:

The role the user has for the section determines which materials the user can access, and which actions the user can perform on the materials. Changing the user role for a section changes what they can and cannot do in the section. For example, a user who is typically a student in their sections, may be asked to help the instructor manage the section. In this case, the same user could be assigned as an Teaching Assistant for those sections, and be able to work with the section materials the more in line with the way an instructor would. A user CANNOT have multiple roles for a single section; they must be either a student or an instructor or a teaching assistant for a particular section. See also the Teaching Assistants section of User Roles, Capabilities, and Limitations.

OPTION: The Users page is best applied when you need to change enrollments for one or a few users. For changes across a larger set of users, you may prefer to use the CSV Import for Enrollments (create, update, and delete).

Tip for Users: Users who occupy multiple roles (in different sections) must CHANGE their current role-view by clicking their Name in the top-right corner of the Echo360 window, then clicking Change. This allows them to select a different role for the institution, showing them their assigned sections for that role.

Viewing a User's Current Enrollments

To see all of the sections in which a user is enrolled

  1. Find the user in the Users page using the search box and/or filter drop-down lists at the top of the list.
  2. Click the chevron located to the right of the user's row, as shown in the below figure.
    Users list with chevron menu for a user open and Enrollments option identified for steps as described
     
  3. Select Enrollments from the menu that appears, as identified in the above figure.
    A dialog box appears listing all sections in which this user is enrolled, and the role the user occupies in each section.
    User enrollment list with sections and roles listed as described
     
The Enrollments list is the location from which all of the remaining procedures on this page are performed.

Adding a User to a Section

To add a user to one or more sections

  1. Find the user in the Users page using the search box and/or filter drop-down lists at the top of the list.
  2. Click the chevron located to the right of the user's row, as shown above. 
  3. Select Enrollments from the menu that appears, as identified in the above figure. 
    A dialog box appears listing all sections in which this user is enrolled, and the role the user occupies in each section.
  4. Use the Term, Course, and Section filter lists across the top of the enrollments panel to identify the section to associate with the user.
    Enrollments list with term, course, section, and role drop-down lists identified for enrolling a user as described
     
  5. Use the Role drop-down list to identify the role this user should have for that section. 
  6. Click ENROLL to assign the user to that section.
  7. Repeat the steps above to add the user to another section.
 

Changing Section Role or Removing a User from a Section

The chevron menu for each section in the Enrollments list allows you to change the role a user has for an assigned section, or remove the user from the section.

To change an assigned role or remove a user from a section

  1. Find the user in the Users page using the search box and/or filter drop-down lists at the top of the list.
  2. Click the chevron located to the right of the user's row. 
  3. Select Enrollments from the menu that appears. 
    A dialog box appears listing all sections in which this user is enrolled, and the role the user occupies in each section.
  4. Click the chevron for a section, giving you the following options:
    • Click Revoke to remove that user from the section.
    • Click Make student or Make instructor or Make teaching assistant to assign a different role for that section. (Logically, the options you have are determined by the user's current role in the section.)
    Enrollments list with section chevron menu open showing options for steps as described
     
  5. Repeat the above steps to make changes to other assigned sections for the user.
  6. When finished, click DONE. You may need to scroll down to see the DONE button.
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