This article will explain how to add, invite, deauthorise and change details and permission settings for users in a Carousel Platinum account without MIS integration. The actions outlined below can be carried out by anyone with Admin or Owner status.
If your Carousel Platinum account does have MIS integration, click here for support on how to manage users.
Incorporating Existing Carousel Users
Adding Users
- Navigate to the ADMIN area of your account by selecting MY ACCOUNT from the dropdown menu in the top right corner of your account.
- Select the USERS tab to display the USERS table.
- Click the ADD USER button to open the modal. You will be asked to enter the following information:
- First and last name of the teacher
- Teacher name: this is the name the students will see, e.g. “Mr. Boxer”
- Email: the teacher’s school email address
- Role: the role of this teacher within the school
- Permission: it can be either “Owner”, “Admin” or “User”. Platinum Subscriptions can have only one Owner, but can have an unlimited number of Admins. Owners and Admins have the same permissions; the main difference is that the Owner is our lead contact for general account issues etc. and cannot be deauthorised from the account.
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Assign ADMIN permissions to at least one member of staff to ensure account management is unaffected by the availability of the Owner.
- Confirm by pressing ADD USER.
Inviting Users
After adding the teachers they will need to be invited to the account in order to access it.
There are 3 ways to invite the teachers in the USERS table.
- Select INVITE from the actions menu (3 dots) beside the name of the teacher would like to invite to the account.
- Tick the box beside the names of multiple teachers in the USERS table and then press INVITE SELECTED.
- Tick the box in the column header to select all uninvited teachers and then INVITE SELECTED to issue the invitation to them.
The link will be emailed to them and will last 72 hours, a new invitation will need to be generated if the link expires.
Checking User Status
In the USER table you can check the 'STATUS' of a teacher. The options are:
- ‘NOT INVITED YET’ means that an invitation needs to be sent, in order to add this user to the Platinum subscription.
- 'SENDING' means the invitation has been sent but has not yet been delivered. If the status remains as 'sending' for more than a few minutes, please check the email address is valid.
- ‘INVITED’ means that the invitation has been sent but the user has not yet logged in. If they were invited more than 72 hours ago, the invitation will need to be resent.
- ‘ACTIVE’ means that the user has logged in.
- ‘DEAUTHORISED’ means a user was previously active but has been deauthorised.
You must deauthorise teachers who leave the school for GDPR compliance.
Editing User Details
Some details can be changed after the a teacher has been added and invited to the account.
Access the ACTIONS menu beside the teachers name in the USERS table.
Select EDIT.
All details other than the email address can be changed via this modal.
The default permission level is USER, but this can be changed to ADMIN if required.
Users are able to access their own Dashboard, the Community and the Analysis area.
Admin are, in addition, able to run a manual sync with the MIS to bring in the latest data, access and manage USERS and SUBJECT MAPPING, and view the STUDENTS table.
Press SAVE CHANGES to update the details in Carousel.
To update the email address, please contact help@carousel-learning.com.
- If the teacher of the class changes, you can update the information in the table on the STUDENT tab.
- Click on the pencil icon beside the TEACHER EMAIL.
- Select or deselect the associated teachers from the list of users and SAVE CHANGES.
Deauthorising Users
If a member of staff leaves the school you will need to deauthorise them, this will stop them being able to access Carousel and will remove them from your count of active users.
- Navigate to the USERS table.
- Select DEAUTHORISE from the actions menu (3 dots) beside the users name.
To view and manage deauthorised users:
- Toggle the switch at the top of the USERS table.
- Filter the status column, or search by name to find a particular user easily.
- REAUTHORISE a teacher if required by selecting the option in the ACTIONS menu (3 dots).
Incorporating Existing Carousel Users
- Users that have previously created an Individual Carousel account (e.g. our Gold and Silver subscriptions), can be added in the same way you would another new user. When you send them the ‘Invite’ email, they will just need to follow the link and re-enter their password to join the Platinum account. Their existing quizzes will appear in a new tab in the My Quizzes dashboard called ‘Quizzes (migrated)’, however they will be permanently locked so they may request the invitation is resent when they don't have active homework set. If a teacher wishes to re-use the content of that quiz, they can duplicate it to their active Quizzes dashboard.
- Class lists that had been uploaded to a Gold or Silver account will not be carried over to a Platinum account. Their classes will need to be uploaded or assigned in the school account.
- If a you are part of a MAT, teachers can be associated with more than one organisation; they can be invited to join other organisations in the same way new users are added.
- Teachers with access to multiple Platinum accounts, using the same email, can toggle between the school accounts via a drop-down in the top-right corner.
- Question Banks operate independently of the organisation, so when a teacher toggles between schools, they will see the same Question Banks on their dashboard (unless it has the audience of 'School').
- All other data, such as classes and quizzes, are be school-dependant, so a teacher will only see the Classes and Quizzes of whichever school they have selected.
Help!
A member of staff I have added isn't in the USERS table!
If a staff member's details don't appear in the USERS table, please check that they haven't been previously deauthorised.
An email address in Carousel is wrong!
Don't worry! The email address can be updated! Contact help@carousel-learning.com with the details of the adjustment that needs to be made and our Dev team will update Carousel.
A teacher can see a Silver or Gold account instead of Platinum when they login!
This sometimes happens when a teacher sets up an account separately rather than accepting the invitation to join the Platinum account. It can also happen if the link in the invitation has expired (after 72 hours) or they have made a spelling mistake when logging in and have set up a second account in error. If their status in the user table is 'Invited' rather than 'Active', simply resend their invitation and remind them to accept it in the 72 hour window.
If the email address on the account is definitely spelled correctly, and their Platinum profile shows as 'Active' but they can only see an Individual account, please contact help@carousel-learning.com
The 'Owner' has left but I can't deauthorise them!
As the 'Owner' is the lead contact and anchor for the account they can only be deauthorised by Carousel. If you need to update the Owner of the account, contact help@carousel-learning.com and we will make the changes for you. Admins have all the same access permissions, so any Admin can manage the day to day tasks while the account is being updated.
I can't deauthorise a teacher in the USERS table.
Only 'Active' users can be deauthorised. Users that were never invited, or never accepted their invitation cannot be deauthorised (as they were never authorised!). Rest assured, these users can't access the Carousel account. We suggest using the ordering function in the status column of the USERS table to view 'Active' users more easily. It is not possible to 'delete' users from Carousel.
If you need further help or advice on managing users in a Non-MIS Carousel account, please contact help@carousel-learning.com
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