Adding Colleagues

On a newly created Synap portal, you will be the only user and this account will have Admin permissions.

To add additional users - e.g. colleagues/teammates - go to the User Groups page, which is accessible on the left hand menu.

Synap has multiple user roles, and the ability to create custom roles and permissions. The details behind this are covered in our User Groups section.

To add colleagues, first decide what level of access you want them to have:

• Admins: Have full access to everything

• Managers: Have a broad range of access, similar to Admins, but cannot change global things such as billing and settings

• Educators: Can be configured to have different levels of access. This is a complex type and we would advise against setting them up initially, they are better utilised once you have a better understanding of the different areas of the platform

• Markers: Are a specialist user type whose sole ability is to mark (grade/score) exam attempts.

• Students: Are 'end users' of the platform e.g. your students, employees or candidates who will be taking assessments on Synap

This guide will just focus on how to add additional Admins or Managers - we will discuss adding Students later in this Onboarding guide. Educators and Markers are more advanced and will not be covered for now.

If you will be administering the portal yourself and do not want to add any additional Admins or Managers at this time, then you can skip this section.

Adding a new Admin or Manager

Click into the Admins or Managers group depending on the level of access you want your new users to have. Then click the Add Users menu icon.

From here, you will see 4 different ways of adding new users:

• Select Users: Lets you add an existing user to this group

• Invite or add by email: Lets you type in email addresses to either invite, or (if they are already a user) add to the group

• Invite or add by CSV: Lets you upload a CSV file containing the names and email addresses of people you want to invite or add to the group

• Generate Accounts: Lets you generate accounts, either individually or in bulk via CSV

This may seem like a lot of different options, but they all serve a slightly different purpose. For now, we will assume that you just want to add a handful of accounts (it is unlikely that you would need to bulk add admins) so will focus on the Generate (Single) Account option. For a more detailed overview of the different options, refer to our Add Users section.

To Generate a new account, click the Generate Single Account button and fill in the details. Required fields are Name and Email Address. You can leave the password field blank, and the user will be asked to set one when they first log in.

We would recommend only adding, at most a handful of additional Admins or Managers to your account, particularly at this early stage. Admins and Managers have essentially full permissions to do anything on your portal, and having too may can become difficult to manage. If you are needing to add more than 3-5 admins, you may be better considering how you can use Educator roles, with appropriately scoped permissions.