Admin Tools — Admin Actions Quick Reference Guide

Audience: Main Admin, Sub Admin

Overview

The Admin Tools tab allows you to customize portions of the LMS and complete specific actions. In this QRG, actions regarding admins, user hierarchy groups, and admin ownership are covered. 

Enabled Permissions Required to Complete the Following Steps

• Admin Tools > Upload Admins (Main and Sub Admins)
• Admin Tools > Upload Hierarchy Groups (Main and Sub Admins)

Note: Main Administrators have default permission to Show Admin Ownership and Change Admin Ownership.

Note: User Group Admins do not have permission to access the admin actions in Admin Tools.

Steps to Upload Admins

The CSV file containing Username, First Name, Last Name, Email, and a value of 1 for one of the admin fields must be created in advance of these steps. These are required fields. Other fields that can be included are Password, Timezone, status (Active or Inactive) and Registration Field values.

1. From Admin Navigation, click Admin Tools.
2. Click Upload Students.
3. Click Download CSV Template for an Excel spreadsheet to fill out with the required information.
4. Click Choose File to select the CSV file.
5. Select the file from the folder structure.
6. Click Upload.

Steps to Upload User Hierarchy Groups

The CSV file containing Username and Report (the person the user reports to) must be created in advance of these steps.

1. From Admin Navigation, click Admin Tools.
2. Click Upload User Hierarchy Changes.
3. Click Choose File to select the CSV file.
4. Select the file from the folder structure.
5. Click Upload.

Steps to Show Admin Ownership

This generates an Excel report showing the items that admins currently own.

1. From Admin Navigation, click Admin Tools.
2. Click Show Admin Ownership.

Steps to Change Admin Ownership

1. From Admin Navigation, click Admin Tools.
2. Click Change Admin Ownership.
3. Click Select User to see a list of Admin moving FROM choices.
4. Use the Filters to locate the user.
5. Select the User from the list.
6. Click Select User.
7. Click the check box next to the item on the displayed Ownership List.
8. Click Select User to see a list of Admin moving TO choices.
9. Use the Filters to locate the user.
10. Select the User from the list.
11. Click Select User.
12. Click Move Ownership.
13. Click OK

Steps to Assign Admin Ownership

1.  From Admin Navigation, click Admin Tools.
2. Click Change Admin Ownership.
3. Click Unowned Items to see a list of Admin moving FROM item choices.
4. Click the check box next to the item on the displayed Ownership List.
5. Click Select User to see a list of Admin moving TO choices.
6. Use the Filters to locate the user.
7. Select the user from the list.
8. Click Select User.
9. Click Move Ownership.
10. Click OK.

Best Practices

When a piece of content is uploaded or an item is created, the owner is automatically the person who uploaded/created it. Once created, for content specifically, follow the steps above or edit the content (accessing the Ownership tab) to add/edit/remove the owner.

Create required CSV files in advance of the step you want to perform.