User management

Create users

You can create a new user whenever a new person needs to access the Testwise system.

When you create a user:

  • they are added to the User List, so you can view or modify their details at a future date;
  • the newly created user receives a New User Profile email, which contains an Activate Account link. When the new user clicks the Activate Account link, the Reset Password screen is displayed so they can change their password to one of their choosing, rather than using the one that the System Administrator or School Administrator chose for them.
  • the first user to log in to a new account will be required to accept the Terms and Conditions by following the instructions in the welcome email (automatically generated by Testwise). If the Terms and Conditions are not accepted then only limited functionality will be available. If the Terms and Conditions are ‘Declined’ then you will be logged out of the platform.

 

Note: You can only access the Users functional area if you have the relevant user permissions. The School Administrator user role can access this area, but the Teacher user role does not have access to this area.

To create a new user

1. Click the Users button from the Testwise home screen. All existing users are displayed within the User List.

2. Click the Add user button. The Add user screen is displayed.

3. Enter details about the new user in the boxes displayed.

4. Once you have finished entering user details, double check that you have entered information in all mandatory fields, otherwise you will not be able to complete the process. You can identify mandatory fields by finding field names that have an asterisk displayed alongside them. For example, if the Email box is mandatory, it will be displayed as Email *

If a red warning triangle appears alongside a field, hover your mouse over the triangle to read the error message. Change the information you entered in that field to ensure it contains information that will be accepted by the system.

5. When you have finished entering user details and no red warning triangles appear on the screen, click the Save button.

A green ‘User Successfully Created’ message will appear in the bottom right corner of the screen.

You will now be able to see the newly created user in the User List.

6. To return to the home screen, click the Home button.

View the User List

You can view all the users that have been created and saved within your system by displaying the User List.

You can search for a specific user by entering text in the search box.

You can change the order in which users are listed by sorting the User List in a different order to the one that is displayed.

Note: You can only access the Users’ functional area if you have the relevant user permissions. The School Administrator user role can access this area, but the Teacher user role does not have access to this area.

To view users

1. Click the Users button from the Testwise home screen.

All existing users are displayed within the User List.

Note: If there are no users displayed, this is because they have not been added to your system yet or because they have all been archived. You can add users to the User List by creating new users.

If a Load More button is displayed at the bottom of the User List, this means not all users are currently displayed on the screen. Click the Load More button to display the next 100 users.

2. View details about each user by examining the information within each column.

3. To change the order in which users are displayed in the User List, you can sort the list in the order of a specific column by clicking the Ascending Sort and Descending Sort buttons displayed alongside specific column headings.

4. To search for a specific user you can search the First Name and Last Name columns for specific words or characters (any letters or numbers) by entering them into the Search for users box.

5. To return to the home screen, click the Home button.

Change details of a user

Once a user exists within the User List, you can change their details if required.

Note: You can only access the Users’ functional area if you have the relevant user permissions. The School Administrator user role can access this area, but the Teacher user role does not have access to this area.

To change details of a user

  1. Click the Users button from the home screen. All existing users are displayed within the User List. 
  2. Find the user you want to change.
  3. Click the Actions button displayed alongside the user name. The Edit button now replaces the user name.
  4. Click the Edit button to display the Manage Users screen for the selected user.
  5. In the Edit User Details screen, change the details of the user, as required.
  6. When you have finished making changes to the user, click the Save button. The user details will be saved and the User List will be displayed again.
  7. To return to the home screen, click the Home button.

Reset user passwords

If a user has problems accessing Testwise, they may need to have their password reset.

When you reset a user password, the user will receive an email containing a link to a page that will enable them to enter details of their new password.

Note: You can only access the Users’ functional area if you have the relevant user permissions. The School Administrator user role can access this area, but the Teacher user role does not have access to this area.

To reset a user password

1. Click the Users  button from the Testwise home screen.

All existing users are displayed within the User List.

2. Find the user whose password you want to reset.

3. Click the Actions button displayed alongside the user’s name.

The Edit button and the Reset Password button now replace the user name in the first column.

4. Click the Reset Password button.

A green message will appear in the bottom right corner of the screen, confirming that the reset process has begun.

The user will receive a ‘You Requested a New Password’ email, which will prompt them to click a Change Password link. 

When they click the Change Password link, the Change Password screen will be displayed, where they can enter their new password.

Once they have entered a new password and clicked the Save button, they will receive a ‘Password Successfully Changed’ email.

The process of resetting a user password is now complete.

5. To return to the home screen, click the Home button.