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Add & Manage Institutional Administrators & Viewers

Institutional Administrators can add users to Lifecycle Management (LM) and assign them one of three roles; Institutional Administrator, Unit Viewer, or Unit Manager. This article explains how to add and manage users of LM and assign and manage user roles.

 

Add Users

  1. Navigate to the Administration page and click the Users tile to open the Users page where you can view a list of Institutional Administrators and users with the Viewer role at the institution. 
    Administration page with the Users tile selected
  2. The Users page will display a list of all the users at the institution. Click the +Add User button.
    Users list with list of all user names

    Faculty do not appear in this list. Faculty are managed from the Faculty Roster page. Only users with the role of Institutional Administrator, Unit Viewer, or Unit Manager can be added and managed from the Users page of Lifecycle Administration. Faculty profiles are created and managed from the Load Data page and Faculty Roster.

     
    • Click the hyperlinked Name of the desired user to edit their Personal Information and Roles.
      Personal Information tab of the User's edit window
      • Click the Actions dropdown to Send Welcome Message or Delete User.
  3. Complete the Add User form. Enter the user's name, email address, role, unit, and whether to send a welcome message to the user.
  4. Click Save when finished.
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