Users & Roles

How to find the Organization’s User Settings:

1. Click on the Organization tab, located in the main left menu..
2. Select Users.

The users panel allows you to:

• add / import new users
• update the information of current Users
• delete users
• export user Information.

User Roles

By assigning different Roles to your Users, you can give them specific rights that determines what they are allowed do in Test Invite. This allows you to share the workload with your employees or colleagues, and keep all the information safe.

There are 7 roles that you can assign to a user:

• Regular User: Test-taker. Has access to the Exams that they have been invited to. Can login with their username and password.
• Manager: Has access to the Question Bank, Tests and Tasks. Can overlook over entire examination processes, but is not allowed to purchase credits or use the Organization Panel.
• Operator: Has access to the Task, can create Tickets, send Email invitations, check and export results, see video & photo recordings, among others.
• Editor: Has access to the Question Bank and Tests. Can create and edit new questions and exams.
• Question submitter: Can create new questions, but cannot add them to the Question Bank. In order for the questions to be added to the Question Bank, the question submitter should make an” Inclusion to the Question Bank” request, which will be approved by the Question Bank Supervisor.
• Question Bank Supervisor: Has access to the Question Bank, can add new questions or edit existing ones. The Question Bank supervisor evaluates “Inclusion to the Question Bank” requests ; they can approve or reject the inclusion of the questions to the question bank or request to be revised. Approved questions are added to the Question Bank.

Giving Restricted Permissions to the User: Special Role

With the SPECIAL role, a user can have limited permissions over your tasks. When you give permission, you specify “which tabs the user can access” in the Task Editor and “what actions they have permission to perform” in those tabs.

The permissions and related tabs that the user can access in the Task Editor are as follows:

As you would be able to specify which tabs a user could access in this way, you should also authorize the user for a number of actions on those tabs:

Restricted Permission For All Tasks

If you want the user to have limited access to all tasks, you can use the “Allow access to all tasks” feature.

To do this, check “Allow access to all tasks” and set the user’s privileges.

Restricted Permission For a Task

If you want a user to have limited access for a task, you can use the “Permission for a specific task” feature.

To do this, enter the related Task ID and specify the user’s privileges.

User Folder

You can classify users by placing them in specific Folders so that you can reach the users you want more easily. Each user created within the organization, is placed in a single Folder. If you do not specify a Folder when creating a user, the system places the created user in the “general” Folder by default.

For example, you can place the test-takers and administrators in different folders.

You can type any Folder name in dropdown box.

• If you have previously created a Folder, these will be listed in the dropdown menu, and you can add users to any of these existing folders.
• If you type a new Folder Name, the system automatically creates the new folder when you save the user.

User Tags

User Tags are used to systematically group specific users within a folder. By grouping the users listed under a folder, you can find specific users instantly and manage them. These tags do not give any privileges to these users.

There are two main characteristics that differentiate a tag from a folder:

• A user can be under a single folder, but can have multiple tags.
• The folder only has a name, while the tag has both a name and a value.

EXAMPLE:

For a user who is working in Accounting, you can assign Tag Name as Department and Tag Value as Accounting.

This way, you will define this User’s department as accounting to the system.

After doing this, when you type accounting on the search field in Users List, the list will be filtered to show only the users with this tag.

Active Status

You can set Active (or Passive) status to any User in your Organization.

A User can only login to Test Invite if the User Account is set as Active.

Login

Users under your Organization can login by using your Organization’s Unique Web Address.