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Assign Users to a Self Study Section

📙 Knowledge Base Tip: Before assigning users to a self study section, it is recommended to review the Self Study and Self Study Manager articles.


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Product Tip

Users can also be added to more than one section at a time through the User Accounts Manager. Learn more about the User Accounts Manager and adding roles to users in bulk.

  1. To assign Self Study Editors and Self Study Approvers to individual sections, navigate to Main Menu > Self Study Manager > Self Study Homepage > Sections.

  2. From the section’s kebab menu, select the Assign Users button.

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    1. Via the Assign Users drawer, click the Add User button.

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    2. Via the Add User pop-up, search for a user (1) and assign the user a role (2). Click Save User to add the user and the chosen role to the self study section.

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      1. If a user already has the role of Self Study Section Approver or Editor, the popup will display an error; the same role can’t be added to a user more than once.

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      2. Additionally, the same user cannot be added as both an editor and an approver. If a user is added as both roles, the approver role supersedes the editor role e.g., the user will only display as a Self Study Section Approver.

    3. Once added, the Assign Users drawer will display the user and their role in the editor or approver section as applicable. Users can be removed from a section by clicking the Delete User button.

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