Org User Manager: Creating New User Accounts (Step 2) - Defining Relationships

Org Admins with Org User Manager permissions can create and update user accounts.

Creating Observer-Learner Relationships

In order for users to schedule activities, share information, and perform other collaborative actions, you must first define their relationships in the Users tab.

1. Toggle to your role as an Org Admin and Navigate to the Users tab.
   
   
2. Find the user you wish to modify in the User Details list and then click the three dots at the end of the user row.
   
   
3. Click to the Relationships tab of the User Profile.
   
   
   
   
4. For Learners, click Add Relationship in the User is observed by: section.  Repeat this process if more than one administrator will be observing this user.
   
   
5. For Observers, click Add Relationship in the User observes: section.  Repeat this process until all Learners this administrator will be observing have been added.
   
   
   
   
   
   Helpful Hint:  Adding a group will mass assign all learners or observers assigned to that group to the user in question.  For example, if you add a rubric group or a learner group, all of those users will automatically add to the profile.  The Select Groups section can be left blank.
   
   
6. Click the blue Save Relationship button.
   
   
7. To delete a relationship, click the X on the name card.
   
   
   

Creating Auto-Share Relationships

Activities are conducted between a learner and observer. There are situations where it is appropriate for other observers to be able to view a learner’s activity, but not participate in the activity. Use auto-share to allow access to others’ activities or to give others access to the user’s activities.   

Helpful Hint: Auto-share relationships are not retro-active.  They only allow read-only access for assigned observers for activities scheduled after the auto-share relationship was created.

To create a new auto-share relationship between observers:

1. Select These people can see User's observations: to allow other observers to see activities scheduled and completed by the Observer you are defining relationships for.
   
   
2. Select User can see observations from: to allow the Observer you are defining relationships for to see activities scheduled and completed by the selected observers.
   
   If you would like to create a reciprocal auto-share relationship, you must complete both sections.
   
   Helpful Hint:  Auto-share relationships can only be viewed for shared learners.  This means that each read-only observer must have an observer-learner relationship with the learner(s) in question.
   
   
3. Click the blue Save Relationship button.
   
   
4. To delete an auto-share relationship, click the X on the name card in the appropriate section.