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Setting up Users in Curriculum

Maintaining Users

Admin


There are three ways to add Users to your Coursedog environment:

  1. Add Users manually on the Users page

  2. Add Users Via CSV upload (requires Coursedog support)

  3. Add Users Via SSO integration (requires Coursedog support)

Coursedog also allows the ability to delete users manually.

 

Add Users manually on the Users page

On your dashboard, select Settings and navigate to the users tab:

 

 

 

 

Finally, click on +Add User

 

 

The Add New User Card will open and you can begin to provide information about your new user, including the Role s/he was assigned. This process will send out a notification to the user that access has been created and that a password reset is required.

 

 

Required fields are:

  • First Name

  • Last Name

  • Email address

  • Set temporary password

  • Optional fields are:

    • Roles (you may assign more than one)

    • Primary department (you may assign only one)

    • Secondary departments (you may assign more than one)

    • Products (if your institution has more than one Coursedog product)

    • Phone number

    • Address, including street address, city, state and zip code and institution ID (if your institution has more than one)

 

Add Users Via CSV upload (requires Coursedog support)

In order to add users in bulk, your institution will need to complete a pre-configured CSV template.  This template will be loaded to your Coursedog environment by the Coursedog team.  Contact your Customer Success contact for more information. 

Required information includes:

  • Net ID

  • First Name

  • Last Name

  • Email address

  • Department (s)

  • Roles

 

 

Add Users Via SSO integration (requires Coursedog support)

In order to integrate Coursedog with your institution's SSO, your institution will need to complete the Coursedog SSO survey.   Contact your Customer Success contact for more information. 

 

Deleting a User

You may delete a user from Coursedog Event Management by navigating to the Delete User function at the bottom of the Edit User card.

 

Managing User Settings

Admin


Within the settings of an individual user, there are a few important fields you can use to manage what your user can do within the Coursedog platform:


  • Roles

    This field relates directly to the roles set up within each individual product to grant specific permissions to different users. In this field, you can assign a user to one or more of these roles. 

  • Primary Academic Department / Secondary Academic Departments

    These fields allow you to select which departments a user has access to. This is important for a case like Department Schedulers where you only want them to have access to a specific department.

  • Products

    This field allows you to select what products a user has access to. This overrides the institution-level access--but cannot grant access to a product the school does not have. For example, if an institution has both Scheduler and Events, you can use this field to limit a user to only accessing the Scheduler platform. 




K
Kristan is the author of this solution article.

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