Managing Users
Overview
In CSU Transfer Planner, you can create as many users as you need to work with the software. When creating users, you choose their Role to establish what permissions they'll have in the software. Once you add a new user, CSU Transfer Planner sends them an email invitation.
Adding a New User
- Using the Navigation Menu, click Settings.
- Under the Organization section, click Users.
- Click the plus sign to add a new user.
- Enter the user's information. The only required fields are First Name, Last Name, and Role. By default, there is an Administrator Role that gives full access to CSU Transfer Planner and a Viewer Role that gives limited access to CSU Transfer Planner. See Managing Roles for role definitions.
- Under Team Membership, add the user to a team by clicking the plus sign.
- Under Portal Access, select if you want to send an email invitation to the user after you create their account.
- Click Create User.
Managing Users
To manage existing users' accounts:
- Using the Navigation Menu, click Settings.
- Under the Organization section, click Users.
- Click the search icon to search for users or click the column headers to sort users alphabetically.
Editing Users
Click the user's name to edit their account, then click Save Changes.
Inviting Pending Users
If there are users with pending access, click # invitations ready to send to see the list of users. Click Send All to send the email invitations in batch, or select users and send the email invitation individually.
Alternatively, click the user's name to edit their account, then click Resend Invite.
Deleting Users
Click the checkbox next to the user's name, then click Delete.
Exporting Users
Click the checkbox next to the user's name, then click Export. Select the export view, then click Download.