Managing All Users
This section enables administrators to easily view and manage users, their roles and link them up with courses. In addition, you can add even a large number of new users fast by uploading a CSV file with these users' details.
Viewing Users
Users are listed in a table to provide an easy and clear picture on their status, their role and their progress. In addition, you can send reminders, change user properties and assign different primary courses as outlined below.
User and License Properties | Description |
|---|---|
Total Licenses | The purchased license tier. |
Licenses in Use | Licenses assigned to users. |
Licenses Remaining | Free licenses in the tier. |
Invites Sent | Invitations to join Codebashing that have been sent out. |
Accepted Users | Manager and regular users who accepted the invitation. |
Accepted Admins | Admin users who accepted the invitation. |
Users Trained | The number of users who completed the primary course. |
Services Expiration Date | The expiration date of your license. |
Share Link | Click to copy the link to broadcast to invite users to register themselves. NoticeThe self-registration link shows under Manage Users, if the self-registration option is enabled in the account settings. |
User and License Properties | Description |
|---|---|
Total Admins | The number of all admin users on your Codebashing system. |
Users Trained | The number of users who completed the primary course. |
Untrained Users | The number of users who did not complete the primary course. |
Total Licenses | The purchased license tier. |
Licenses in Use | Licenses assigned to users. |
Licenses Remaining | Free licenses in the tier. |
User Properties | Description |
|---|---|
The parameters below list and explain options that allow you to filter and sort the list and to search for specific users. | |
Role Status Course | To only view users with selected roles, of selected statuses or their primary courses, click for the desired property and then select the desired option from the drop-down list. Notice
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Progress Interval | To only display users who progressed within a certain progress interval, for example between 20 and 80%, move the sliders on the Progress Interval bar to the desired low and high limits respectively.  NoticeThe Progress Interval filter can be combined with the rule, status or course display filter. |
Find users by email address… | Enter the email address or part of the desired user’s email address and click <Search> |
<Send Reminder> | Use this option to send a reminder to users who have received an invitation, but did not yet accept. Their status is labeled Invitation pending acceptance. To send a reminder, select the relevant user(s) and click <Send Reminder>, or simply click the icon under Status and confirm your request. Notice
|
<Clear Filters> | Click to remove all filters and display the complete list of users. |
The parameters below list and explain the user properties. | |
The email address is used to identify the user. | |
Team | Displays to which team(s) the user belongs. If the user belongs to more than one team, it reads for example Teams(12). If the user belongs to multiple teams, click the arrow to view a list of teams to which the user belongs. |
Role | The user’s role: |
Manage | Click to enable or disable the relevant user. |
Status | The current status of the respective user. Point to the status icon for the relevant user to view his/her status. The list below shows and explains each possible user status. 
|
Primary Course | In the line of the relevant user, select the primary course for that user from the course list. |
Progress | Displays the training progress of the user:
The user progress is considered Completed when the primary course and all assigned lessons have been completed. |
Report | Once the primary course is completed, a link to the certificate becomes available in this column as illustrated below.  |
Editing and Exporting Users
Admin users can change the user profile and export users as outlined below.
Follow the instructions in the table above to do enable or disable a user, assign different roles and/or assign different primary courses.
To add or remove a user to/from a team, go to
Teams and edit the relevant teams as explained.
Inviting New Users
The process of defining and inviting new users differs for Admin users who are logged in via SSO and those who are logged in individually via user name and password.
Inviting Users (if logged on via SSO)
In this case, admin users add new users from the Users Dashboard either by inviting them individually using the interface or by uploading a CSV file with the required new user details.
Note
This option is available only for users who are logged in via SSO.
Click <Upload Users>. Instructions to prepare the CSV file appear.
Review the instructions on preparing the CSV file, if still necessary. A sample CSV file is available for download by following the link to Sample Users CSV file.
Once the CSV file is prepared and saved in an accessible location of your choice, scroll to the bottom of these instructions and click <Choose File>.
Browse to your file and click <UPLOAD>. The user list is updated with the new users.
On the Users Dashboard, click
. A menu appears.
From that menu, select Create User. You are asked to provide basic information to identify the new user and assign a primary course.
Enter the email address of this user and assign the role, the primary course and optionally a team to this new user.
When done, click <Create>. The user is added to the list.
Inviting Users (if logged on individually)
To invite users, use the respective email forms that you access from the menu via additional menu items under RESOURCES. In addition, you may invite users to register themselves as long as this option has been enabled in the account settings as explained below.
From the menu, under RESOURCES, select
Single Invitation. An email form appear.
Enter the email address of the desired new user.
Enter an informative subject under Subject.
Under Teams, assign the user to one or more teams (optional).
Customize the text in the email body.
If needed, do one of the following before you send the invitation.
Click <Send Test Message> to view it as the invited users see this message.
If needed, reset the customized message to the default by clicking <Reset to default template> and customize it again
Click <Invite User> to send the invitation.
First, prepare a text file with the email addresses of the desired users in the format outlined below. For a sample file that you may use as a template to create your own file, click Download Sample Email File.
[email protected] [email protected] [email protected]
From the menu, under RESOURCES, select
Bulk Invitation. An email form appears.
Under Subject, enter an informative subject.
Under Teams, assign the users to one or more teams (optional).
Customize the text in the email body.
If needed, do one of the following before you send the invitation:
Click <Send Test Message> to view it as the invited users see this message.
If needed, reset the customized message to the default by clicking <Reset to default template> and customize it again.
Click <Upload & Send> to upload the email address file and send out the invitations.
Next to your email address in the upper right corner, click the arrow and select Account Settings from the menu. The account settings appear.
In the account settings, navigate to Self-Registration. By default, the option to allow users to register themselves is disabled <Off>.
Enable users to register themselves <On>. Once enabled and confirmed, a link to the self-registration page is generated that allows users to register.
To restrict this option to users who belong to (a) certain email domain(s), switch Restrict Registration to SpecificEmail Addresses to <On>. You are now able to specify these email domains.
Enter the email domains whose members are authorized to self-register with a comma and no space in between, for example domain1,domain2.
Confirm your settings by clicking <Update>. The link to the self-registration page is generated.
Broadcast the link to the relevant audience. To do so, click Share Link to copy it into the clipboard. From there, you can paste it into an email or other means of communication to invite the relevant users in the relevant organization(s). For information on how users register themselves, refer to Joining Codebashing.
Note
Users who do not belong to the authorized email domains are unable to self-register, even if they have the link.
Deleting Users
Users can be deleted either from the user interface or by defining the to-be-deleted users in a CSV file. When users are deleted, a report on their training progress is generated (in CSV format) to preserve the information on their training progress. For additional information on using these reports, refer to Training Archive.
You can delete the following users to free up ‘unused’ licenses occupied by team members who have left the company or became otherwise inactive:
Users who did not accept the invitation.
Users who did not log in to the system since the last license renewal.
Users who logged in, but did not do any of the following during the current license period:
Complete a lesson,
Complete an assessment,
Complete a challenge,
Participate in a tournament.
Note
Users who did not accept the invitation are labeled with an *. These users do not consume a license and deleting such a user does therefore not free a license.
Users who belong to the other two groups are referred to as ‘eligible for deletion’ in the instructions below. Deleting such users frees one license per deleted user.
Only users who did not accept the invitation or became ‘eligible for deletion’ can be deleted.
