The Users page allows you to work with individual and bulk user enrollments as needed. With respect to enrollments, for any Instructor, Teaching Assistant, or Student listed, you can:
- See all current enrollments for a user
- Enroll the user in one or more sections
- Revoke enrollment for the user
- Change the role the user currently occupies in an enrolled section.
The role the user has in 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 a Teaching Assistant for those sections, and be able to work with the section materials 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 Current Enrollments for a User
To see all of the sections in which a user is enrolled
- Find the user in the Users page using the search box and/or filter drop-down lists at the top of the list.
- Click the Action Menu located to the right of the user's row, as shown in the below figure.
- Select Edit from the menu that appears, as identified in the above figure.
In the Edit User box that appears, click Sections to see all sections in which this user is enrolled, and the role the user occupies in each section.
The Edit User box 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
- Find the user in the Users page using the search box and/or filter drop-down lists at the top of the list.
- Click the Action Menu located to the right of the user's row, as shown above.
- Select Edit from the menu that appears, as identified in the above figure.
A window appears listing all sections in which this user is enrolled, and the role the user occupies in each section.
- Select Section and use the Term, Course, and Section filter lists along the top of the enrollments panel to identify the section to associate with the user.
- Use the Role drop-down list to identify the role this user should have for that section. (Logically, the options you have are determined by the user's current role in the section.)
- Click Enroll to assign the user to that section.
- Repeat the steps above to add the user to another section.
- Click Update when finished.
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
- Find the user in the Users page using the search box and/or filter drop-down lists at the top of the list.
- Click the Action Menu located to the right of the user's row.
- Select Edit from the menu that appears.
A window appears listing all sections in which this user is enrolled, and the role the user occupies in each section. - Click the Role dropdown for a section, to assign a different role for that section. (Logically, the options you have are determined by the user's current role in the section.)
- To remove the enrollment, click the Delete button.
- Repeat the above steps to make changes to other assigned sections for the user.
- When finished, click Update. You may need to scroll down to see the Update button.
Bulk Adding Users to a Section
To add multiple users to one or more sections
- Select Users from the main menu, as shown in the figure below.
- Use the filter or search option at the left of the page, as shown in the figure above.
- Find and select the users to manage their sections. You can select users one by one or by clicking the box next to User and you can change how many results are displayed per page, as shown in the figure below.
Page navigation buttons will appear depending on how many results you are reviewing and how many users are in the institution. Actions are taken per page of users, not all filtered results.
- When you have selected more than one user, a menu appears at the bottom of the screen, as shown in the figure above. Click the Manage Membership button.
- Click the drop-down to add a Term, Course, Section, and Roll for the selected users, as shown in the figure below.
The selection is added to the Enrollments section.
- Click Add, as shown in the figure below.
The selected users are now enrolled in the Section(s).