Admin Tools — Admin Actions

TraCorp LMS Quick Reference Guide (QRG)

Audience: Main Admin, Sub Admin

Overview

The Admin Tools tab allows customization of portions of the LMS and the completion of specific actions. This QRG covers actions related to admins, user hierarchy groups, and admin ownership.

Enabled Permissions Required to Complete the Following Steps

•  Admin Tools > Upload Admins (Sub Admin) 

• Admin Tools > Upload User Hierarchy Groups (Sub Admin)

Note: Sub Admin without access to complete these steps should review Permissions with a Main Admin. User Group Admin do not have access to these settings.

Upload Admins

The CSV template file containing Username, First Name (fname), Last Name (lname), Email, and a value of 1 for one of the admin fields (main_admin, sub-admin, or ug_admin) must be created before completing steps 4-6. 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 Admins.

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.

Upload User Hierarchy Groups

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

1.      From Admin Navigation, click Admin Tools.

2.      Click Upload User Hierarchy Groups.

3.      Click Choose File to select the CSV file.

4.      Select the file from the folder structure.

5.      Click Upload.

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.In this example, the User Group Admin, TestUGA, owns the Test Email Template 1 item.

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.

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 set as the person who uploaded or created it. Once created, for content specifically, follow the steps above or edit the content (by accessing the Ownership tab) to add, edit,  or remove the owner.