Creating and Managing Users

This functionality is located in the Admin module of Assess.ai. To add or edit users, Click on the Admin module and select Users.

Note: Only Partner Admin Users have access to add or edit a user.

First, you will see a list of existing users in your workspace. To search for a User select the search options on the left of the screen.

Search by typing the name or part of the name of the user and pressing enter.
Search by selecting a Role from drop down menu and then select Apply.
Search by selecting a Tag from the drop down menu and then select Apply

Edit an existing user by clicking on an the user name. To add a new user click on the Add User button.

This will display the Creating User - Author Role screen you see above, enter the name, email, and role(s) for the new user.

Full Name: User Full Name

Email Address: User Email Address.

Roles: User Role (below is a list of User Roles and the basic functions of each of the Roles)

User Role	Description of Role
Partner Admin	Full Access, only user with access to Admin and Tags
Bank Manager	Access to Items Module (select which Item Bank(s) the user has access to)
Examinee Manager	Access to Examinees Module
Psychometrician	Access to Analytics Module
Test Assembler	Access to Tests Module
Test Scheduler	Access to Sessions Module
Department Admin	Access to all modules - limited by tags
Item Reviewer	Access to Items allocated for review to this user
Essay Marker	Access to Marking Module
User Manager	User Management

Notes:

- A user can have more than one role, e.g. Test Assembler and Test Scheduler.

- System Requires at least one Partner Admin User.

Limiting user access using Tags

Before using the Allow access tagging for Users ensure that Tag Groups and Tags have been created for the Users, Items, Tests and Sessions.

For each of the above modules select which tags the user has access to.

In the example below the user will have access to:

Items tagged with the English Grammar tag

Tests tagged with the Demo tag

Sessions tagged with Department Math tag

Full or Read Only Access

Select the type of access the user has by selecting the Set Access Button

For each of the selected Tags set Tag Permissions (Full Access or Read only Access.)

New User Confirmation

Upon saving the new user information, an automated email will be sent to the user, which serves to confirm their email and require them to set up their account by specifying a password. See below:

Example of Email to User to Confirm Email address and Setup Assess.ai

Deactivating a User

To Deactivate a User select the ellipsis to the right hand side of the user name.

Select Edit to edit the User information or Deactivate if the User should no longer have access to Assess.ai.

A User that has been de-activated will be grayed out.

To re-activate a User select the ellipsis to the right hand side of the user name (grayed out).

User Login Attempts

Blocking a User

A user that attempts to login 5 times unsuccessfully will be blocked from accessing the system for 1 hour. The message below will be displayed to the user.