Users
A user must be 'active' to receive evaluations, training, and e-learning modules.
Creating New Users
There are three ways to create new user accounts:
- Create a user: Click on the 'NEW USER' button. Fill in the form (name, channel, email/mobile) and save. You will find them in the list of 'created' users.
- Invite via email or SMS: Click on the Invite tab. Paste a list of emails or SMS. The user will fill in their own information and specify a password. You will find them in the ‘invited’ users list.
- Import from file: Click on the Import tab. You will find a link to a sample file. Choose your file and upload it. You will find the users in the ‘created’ users list.
Invitation of Created Users
- Choose the "created" filter: Select the users to invite. Click on the "SEND INVITATIONS" button. The user's status is “invited”. They will receive an email or SMS with a link. They will be “active” once they accept the invitation and set their password.
Activation of Created or Invited Users
- Select users to activate: Click on the "ACTIVATE ACCOUNTS" button. The account is activated and the user will receive their password, which they must change upon first login. The user's status is “active”.
If the users have accepted the invitation, they join the company's user list.
Contacts are individuals to whom you have submitted an evaluation without creating an account on ExperQuiz for them.
By checking certain users, you can assign them to a group, make them inactive, or remove them from your company. A user you have removed from the user list will still be recorded in ExperQuiz, but they will no longer be part of your company and will no longer have access to your question bases.
You can modify the information related to a user. You can also assign them rights:
- Administrator: users who are administrators have the same rights as you regarding your company, including the right to invite users and allocate rights to them in turn.
- Validator: they will be able to review and validate questions that have been submitted based on your company’s resources.
- Contributor: they will be able to write questions based on your company’s resources that will be proposed for validation before being integrated into the database.
The second button to the right of each user allows you to obtain the evaluations they have completed.
The last button allows you to view a summary form (name, groups, last evaluations…).