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Managing Users
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BenchPrep has streamlined your user management by designing easy to use features in Console. In this article, we’ll cover the general ways Console allows you to manage your users’ experiences. 

The Users Page

The home page of Console is the Users page, which lists all the users in your tenant. This page allows you to search for users by Name, ID or Email Address. You can also narrow your search by specific Role.

 

Once you narrow your search, you can easily export a CSV file of the results by selecting Export Filtered.

 

The User Details Page

Selecting any username will bring you to the User Detail page, which displays their ID, email address, last log in and other information. It also has a some useful features:

  • Actions allows you to deactivate users and manually redeem vouchers on users' behalf.

  • Impersonate allows you to impersonate any user, which helps when troubleshooting issues that your users may be experiencing.

    • Note: When you are impersonating a user, you are logged into their account, and any activities you complete will be saved to that account. Be careful to look but not touch and always log out (click on the "x" towards the top of the screen) when you are finished.

  • Manage Password enables you to update passwords or send a Password Reset email to the user.

  • Edit allows you to edit a user’s name and email address.

  • Overview lists roles assigned to the user, and allows you to Add and Remove Roles, as well as create a custom role.

  • Licenses lists the user’s licenses, and allows you to Extend enrollment periods and Remove licenses.

  • Enrollments lists the user’s enrollments, and allows you to Reset Progress in a course and Grant Test Resets.

Note: All of these features require permissions to use, which can be assigned in Console.

Creating a User

  1. Select Users under the Manage Users section in the left-hand navigation bar

  2. Select Add User at the top right-hand corner

  3. Fill out the Account Details page​

  4. Select Create User

A status message will inform you the user has been successfully created and you will be brought to the end user’s User Detail Page.

 

After the user has been created, you can assign the appropriate user roles by following these steps:

  1. Select Assign Role

  2. Choose an appropriate role from the dropdown, or select Create A New Role if you need to create a Custom Role.

    • Note: Only Admins have the ability to create a New Role.

  3. If creating a new role, select appropriate permissions and click Save.

The user will be notified via email of their account access. In the email, they can complete their registration and log into Console.

 

The email template cannot be modified in Console at this time. To customize this template, please reach out to BenchPrep.

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