Tutorial 5 manage area

Transcription

1 Tutorial 5 manage area From the home page to the manage area The manage area provides all the tools you need to handle your account, your users, your trials and subscriptions. From the home page, click on manage area. Super Admin: Manage area Depending on your status super admin, teacher admin or teacher you will see different pages. Here, Mr Matt Thompson, a Super Admin, is logged in. Click on My account to manage your own details. Super Admin: My account Your role in this case, Super Admin is displayed at the foot of the screen. This cannot be altered. All other details can be edited and saved. Subscriptions To view and manage your institution s trials and subscriptions, click on Subscriptions. Hodder Education 2011 Page 1 of 5

2 My institution s subscriptions You ll see a list of all the Practise Every Question trials and subscriptions for your institution, with their start and expiry dates and, if appropriate, buttons to renew or subscribe. Some subscriptions may be Not Yet Published. Once these products have been published the person who requested the trial/subscription will receive an confirming the product is live. Converting a trial to a subscription If you would like to convert your trial to a full subscription you should click subscribe. You ll be taken through the steps to determine the size of your institution... The ordering basket... and you ll be able to add other optional details such as your purchase order number. When you are ready, click Go to checkout. Hodder Education 2011 Page 2 of 5

3 Confirming your order At this stage you can check that all details are correct. If they are, you can click the confirm button at the foot of the screen: and we will then send out an invoice. The same procedure also works for renewing a subscription. Super Admin / Teacher Admin: Users Click on the Users button to reach a page where you can add new users. Super Admin: Approve new users The Super Admin has to approve access for all new teachers and teacher admins wishing to use Practise Every Question, unless they have been created by the Super Admin in the first place. This is to safeguard your data, and can be quickly done as soon as you log in. Hodder Education 2011 Page 3 of 5

4 Super Admin / Teacher Admin: Add new users Users can be added one-by-one using the Add a user button. These may be teacher or teacher admin users. Multiple teacher users can also be added via CSV. Download a sample CSV file from the link, add the users first name, last name and address and save the CSV, renaming it *.csv (where * can be any name). addresses are usernames and therefore should be unique. When you are ready, browse to your renamed CSV and upload. Each user will receive an with their new password. Super Admin: Editing user entries The Super Admin has the ability to edit, delete or block teacher and teacher admin users. edit allows the Super Admin to change passwords and users status. delete removes the user from the database, however this is reversible from the deleted users page. Note if a user who initially subscribed to a product is deleted then a new contact from your list of users will have to be assigned. block places a block on that user s access to Practise Every Question, which can be removed at any time. Teacher Admin: Users If you are logged in as a Teacher Admin, you will be able to do all of the same things as the Super Admin can do on the My account and Subscriptions pages. There are a few differences on the Users page. A Teacher Admin can Add a user and upload a CSV of more teacher users and promote a user from Teacher to Teacher Admin. They can also view the account information of other Teacher Admins and the Super Admin. Hodder Education 2011 Page 4 of 5

5 Super Admin/ Teacher Admin: Editing user details You can edit your own details in full. You can change the status of a Teacher to that of Teacher Admin. Teacher Admins cannot change Teacher Admins to Teachers. Teacher: The manage area If you are logged in as a Teacher, you ll see My account and Subscriptions, but Users is unavailable. Your Institution s Super Admin s name will be displayed on the right, in case you need to arrange different access. Hodder Education 2011 Page 5 of 5