User management

In this article, you will learn about the 'User Management' section, where you can access a directory of existing users, view their information, and perform various management actions related to them, such as blocking or editing accounts. Here you can also add new users.

This section provides the essential tools to effectively oversee and maintain control over user access within the integration.

User directory and individual management options

At first glance, you'll find a paginated list of existing users. You can use the search function to quickly locate specific users by typing their name, email address, or any part of their identity. The search helps you filter the list, making it easier to find and manage users without having to browse through all pages manually. This is especially useful when working with large numbers of users.

Depending on the configuration your institution has set up, you may find both external (Insendi accounts) and internal (SSO) accounts.

In the 'Settings' drop-down menu for each account, you can perform several individual actions. For internal (SSO) accounts, you can view their information, block them, or delete them. For external/Insendi accounts, you have additional options: you can view their information, edit details, reset passwords, block accounts, or delete them.

Next, we will break down each of these actions:

• User Information: In this section, you'll find user details, including email address, phone number (if provided), and all courses the user is enrolled in, along with their corresponding role in each resource.

• Edit User: User details (first name, last name, and email) can be edited directly from the platform

• Reset password: You will also be able to allow users to reset their passwords in two ways. Firstly, by generating a link that will expire in 7 days, that allows you to set a new password for the user and then provide that to the user. Secondly, you can send the user an email, whose expiration time is also 7 days or the time set by the external provider, so they can set their password themself.

• Delete user: If you no longer want a user to access the platform, you can delete them as long as you are sure of what this implies (deletion of their coursework, submissions, posts, etc.).

• Block user: With this option, you will be able to block a user’s access to any resource in which they were enrolled in the Platform without losing their contributions. This action can also be performed in bulk and reversed at any time.

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Action buttons

At the top right of this page, you'll find three buttons that you can use to add users individually and in bulk, as well as perform other bulk actions, such as editing and blocking them. Below, we'll explain in detail what you can do with each of them.

Update users

From here, a modal will open allowing you to upload a CSV file to update user details and block users in bulk. The CSV template for these actions can be downloaded from this modal.

• Update user details

1. Click the 'Select CSV file' button.

2. Upload the CSV that contains the university_id (mandatory) and the column of the data that must be replaced with the current data.

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• Blocks users

1. Click the 'Select CSV file' button.

2. Upload the CSV that contains the university_id (mandatory) of the user that should be blocked and the value 'True' under the 'is_blocked' column.

Users

Although we recommend creating users in Canvas—since accounts created here will still need to be added in Canvas to access its resources—you can also create accounts directly on this platform if necessary. Additionally, even if users are enrolled in courses from here, they must also be enrolled through Canvas to ensure full access to course content.

From here, you can create accounts single or in bulk.

To create a single account, click on the '+Users' button and then, in the modal that pops up, the ‘add individual user here' link, after choosing the authentication method. Then, you must provide the first name, last name, and email of the user you want to add. Finally, before clicking on the 'Add users' button to start the account creation process, enable the ‘Send password invites' toggle if you want the user to receive an email with a password setup link. This link will be valid for 7 days.

To create accounts in bulk, click on the '+Users' button and then, in the modal that pops up, you should click on the 'Select CSV file' button to upload the CSV file containing the information of the users you want to add. For your reference and usage, in this same modal below, you can download the CSV template that will show the mandatory fields to fill in: given_name, family_name, and email.
A fourth optional column is is_blocked. This column allows you to block Plugin access for the users who are going to be created if you fill this column with the value ‘True'. As we mentioned, this column is optional; you can delete it if you don't want any of the accounts to have blocked access. Finally, before clicking on the 'Add users' button to start the account creation process, enable the 'Send password invites' toggle if you want the user to receive an email with a password setup link. This link will be valid for 7 days.

Export users

Clicking this button will download a CSV file containing all existing users, along with their personal details, roles, and enrolled resources. If you have applied a search filter, the CSV will include only the users that match your current search criteria, together with the same information.