1. Manage Users

Changing a persons details

1. Use the Search functionality to filter on the person if needed

2. Click the i (information icon) of the person (or their Email address_) to show their Metadata details:

3. You can display all the available MetaData fields by using the Show more fields link:

4. Click the Edit button to make changes

5. Make the necessary changes

   • Refer to the full list of Person Fields on the right for information on how to use and populate them

6. Press the Save button to save the changes or Cancel to abandon the changes

   1. When you assign someone as an Admin, and after pressing the Save button, you will get the following prompt

   2. If the person does NOT yet have standard Planner access, or you never intend for that person to complete surveys and be granted standard Planner access, you will need to answer OK, in order for them to obtain password access credentials

   3. If they already have a Planner account, (i.e. completed surveys and have an active profile etc), then there will be no need for them do a password reset, so you can use the Cancel button

Role Changes (Only)

The Roles can also be changed directly without having to Open the full set of as per steps 2 to 6 above:

1. Select the current roles link in the Roles column

2. Select the role/s required and use the Tick button (which will only become active if you make a change) to save the changes or the 🚫 button to abandon the change

   1. Note the when changing a person for Admin access the same prompt will be activated as described in Step 6 above

Restricting what an Admin Role can action

You are able to restrict the access of a person that has been assigned with an Admin Role to only have access to specific Admin tasks and actions after you have assigned them as an Admin.

1. Click the i (information icon) of the person to show their details as per above

   1. You will notice that People assigned the Admin role will have an extra button

2. Click the Update Access Permissions button and the following page will open:

3. It shows a list of all the Admin Task pages and the Actions related to each task

   1. By default when someone is initially assigned as an Admin role they will have full access to many task pages and perform many actions EXCEPT for example those related to Manage Endorsements and Reports, Manage SFIA Credentials and Reports and Create Endorsed from Approved.

      • Except for Manage Extra Frameworks and Manage SFIA Credentials and Reports. These will only be visible if their functionality has been made available to your organization by SkillsTX.

4. To change from the default selection you can either:

   1. Deselect any of the Admin Task pages or specific Actions you DO NOT wish the person to be able to carry out.

   2. Use the Clear All button to clear all the selections, and then select each individually as required.

      1. The following are examples of some of the most common action types, the rest are self explanatory e.g.

         • Open - Allows the person to open the That Admin task page by making it visible for selection in their Admin Task Menu

         • Edit - Allows a person to to make changes in the page and Save them

         • Add- Allows the person to add a new component

         • Delete - Allows the person to carry out a delete of components

         • Import/Export - Allows the person to do Exports or Import where applicable

         • Copy Profile as Endorsed - Allows the Admin to copy a Users (Approved only) Profile to an Endorsed version of their Profile using the Create Endorsed from Approved page.

5. Save the changes using the Save button

Manage Endorsements and Reports access

This is a special type of Admin access for people who are tasked with activities related to carrying out Skill Profile Endorsements.

The following are the Endorsement Action Types and what they can do when selected:

• Open - Provides access to the Manage Endorsements and Reports task which will appear in their Admin Task Menu and be visible for selection

• Generate Reports - Allows the person to select, generate and download any of the Users reports, which could possibly be useful for checking when carrying out Endorsements

• Edit - Allows the person to Edit the Endorsed Profiles of any of the Users. Also allows them to change the Status of a Profile to Reviewed. (Note: Once an Endorsed profile has been edited, it’s status will automatically change to For Review)

• Approve - Allows the Person to change the Status of a Users Endorsed Profile to Approved

• Assign Endorser - Allows the person to Assign an Endorser to a User. Only people set up as an Endorser Admin, and with Approve access will be able to be selected and saved for assignment

Manage SFIA Credentials and Reports access

This is a special type of Admin access for SFIA Assessors, (SFIA accredited), people who are tasked with activities related to assessing a persons specific Evidence skill selections, in order that they can be certified and issued with a Badge for the skill at a particular level and added as Evidence to their Profile.

The following are the SFIA Credentials assessor Action Types and what they can do when selected:

• Open - Provides access to the Manage SFIA Credentials and Reports task which will appear in their Admin Task Menu and be visible for selection

• Generate Reports - Allows the Assessor to select, generate and download any of the Users reports, which could possibly be useful for checking when carrying out assessments

• Approve - Allows the Assessor to select the Evidence skill level of the Skill for which the User has submitted for approval, and to submit it for issuing of a Badge.

• Assign Assessor- Allows the person to Assign an Assessor to a User. Only people set up as an SFIA Assessor, and with Approve access will be able to be selected and saved for assignment

Full list of Person fields

Deleting a Person from the system

1. First change their details to make them Inactive (see above)

2. After a screen refresh, the Delete Icon will appear next to the i Icon

3. Press the Delete Icon to remove the person from the system

4. You will need to confirm via the Confirmation pop-up dialogue

5. Press OK to permanently delete the person

Generate Person Reports

You are able to generate a set of a persons reports by selecting the Printer Icon Action item

1. Select the Printer Icon:

   • Note: The list of reports will depend on what reports are available for the person

2. Select the reports you wish to generate e.g.

3. Use the Generate Reports button to produce the reports.

   • Note: Button will only become active after at least 1 report has been selected

4. A .zip file will be downloaded containing the reports you requested

5. Extract the files and save as required