When creating a student or instructor user in the Institution Admin dashboard, you must assign the user to a contract that grants them access to at least one course. You also have the ability to assign existing users to additional contracts to authorize them for more courses. You can also assign existing admin users to a contract to provide them with course access. 

 

Granting Course Access Manually 

1. Open the Institution Admin dashboard. 

2. If you are working with a student, select Students from the left-hand navigation menu. If you are working with an instructor, select Instructors; if you are working with an admin, select Admins. 

3. Select the user that you want to grant course access to. If you don’t see the user you want to work with, you can either use the Filters to search for them by name or sort the user listing by one of the columns using the arrow icons next to the applicable column names.

4. On the user’s details page, select the Assign Contract button.

 

 

 

5. Select the contract you want to assign this user to using the drop-down menu. If this institution only has one contract, that contract is selected by default. 

6. Once you’ve selected the contract, check the box next to all of the courses on this contract that this user should have access to. Many contracts have multiple courses. If a user is assigned to a particular contract with five courses, but only has access to one of those courses, you can give the user access to the others by assigning them to the contract again and checking the boxes next to the courses they need access to.

 

 

7. Select the Assign button to finish assigning the user to the contract.

 

Granting Course Access via CSV Upload 

1. Open the Institution Admin dashboard. 

2. If you are working with students, select Students from the left-hand navigation menu. If you are working with instructors, select Instructors. It is not possible to add course access to admins via CSV upload at this time. 

3. Select the Download Instructors CSV or Download Students CSV link. 

4. Open the CSV and locate the users you'd like to grant additional course access to.

5. Go back to the Institution Admin dashboard. Select the New Students or New Instructors button on the left-hand side of the page, then select Upload Multiple from the drop-down menu. 

6. Create a new spreadsheet and follow the instructions shown on the upload page. To add course access to existing users, add their names and email addresses from the CSV you downloaded.

 

7. Save your spreadsheet as a .csv file. 

8. Select the contract the users listed in the CSV file should be part of using the drop-down menu. If this Institution only has one contract, that contract is selected by default. 

9. Check the box next to all of the courses on this contract that these users should have access to. Many contracts have multiple courses. If a user is assigned to a particular contract with five courses, but only has access to one of those courses, you can give the user access to the others by assigning them to the same contract again and checking the boxes next to the courses they need access to. 

10. Select the Browse… button and locate your CSV file. 

11. Select the Upload button to begin the upload.