Adding users involves setting a name, email address, one or more roles, and (optionally) additional permissions for the user. The new user is then sent an invitation to the email address provided.

There are two ways to add users: individually as described in this article, or in bulk using a Create User CSV Import.

New Instructor, Teaching Assistant, or Student users can be enrolled directly in one or more existing sections. You may need to SCROLL DOWN on the Add User modal to see the enrollment options after selecting the Instructor/TA/Student role.

New Scheduler users must be assigned directly to one or more Organizations or Departments in the Institution Hierarchy (or to the Institution level for full access). Giving them Hierarchy access allows Schedulers to manage the courses, sections, and schedules for the specified Hierarchy levels. Hierarchy assignment can happen as a part of user creation, as a later step by editing the Scheduler user, or by navigating directly to the Hierarchy level in your Institution Settings.

New Administrator users must be assigned directly to one or more Organizations or Departments in the Institution Hierarchy (or to the Institution level for full access) when your Institution has Designated Administration enabled. Giving them Hierarchy access allows Administrators to manage hierarchical objects in the system. With designation turned on, new admin users have no access until explicitly assigned. See Using Designated Administration for additional information. Hierarchy assignment can happen as a part of user creation, as a later step by editing the Administrator user, or by navigating directly to the Hierarchy level in your Institution Settings.

All new users can be enrolled directly in Collections as a part of user creation.

Adding Users Individually

1. Select Users from the main menu.
2. Towards the upper-right corner of the page, click Add Users.
   

   An Add User window opens.

3. In User Information, enter First name, Last name, and Email Address for the user (required). The email address MUST be unique.
   

   If necessary, enter the unique user id to be used by the Single Sign-on authentication system (if the SSO does not use email to uniquely identify each user).

4. Click on Role & Permission and select one or more roles for the user. Additional options appear in the left column depending on which role is selected.
   • Administrator
     • Adds Hierarchy (Administrator) configuration (step 8)
   • Scheduler
     • Adds Hierarchy (Scheduler) configuration (step 9)
   • Instructor
     • Adds Section enrollment (step 7)
   • Teaching Assistant
     • Adds Section enrollment (step 7)
   • Student
     • Adds Section enrollment (step 7)
5. Optionally, from Role & Permission, set one or multiple user permissions.

   NOTE that Administrator users inherently have the ability to order captions and transcripts. Admins can be optionally granted these permissions when they have multiple roles.

   • Order Closed Captions
     • Grants the new user permission to order closed captions for their videos. New admins will always get this ability.
   • Order Transcripts
     • Grants the new user permission to order transcripts for their videos. New admins will always get this ability.
6. Click on Collections and add a new enrollment by selecting the Collection and Access Level from the dropdowns. Click Enroll.
7. Click on Sections, if available, and add a new enrollment by selecting the Term, Course, Section, and Role from the dropdowns. Click Enroll.
   
8. Click on Hierarchy (Administrator), if available, and grant administrative rights to one or more levels of the organizational hierarchy by selecting the desired level.
9. Click on Hierarchy (Scheduler), if available, and grant scheduling rights to one or more levels of the organizational hierarchy by selecting the desired level.
10. Review the user information you have entered. If correct, click Add.

The user will receive an email invitation to EchoVideo (if email notifications are enabled). The message will include a link that will allow them to complete system registration including adding or editing their user profile information.