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System User Management

Overview​

This guide details the steps for managing users within the MAXRES Construct platform, including how to add new users, search for users, filter by roles, and manage individual user accounts.

Objectives​

By following this guide, you will be able to:

  • Add new users to the system.
  • Search and filter users by email and roles.
  • Send invitations and manage user account settings.

Requirements​

  • Administrator Access: You need administrator access to the MAXRES Construct platform.
  • Basic Understanding: Familiarity with user roles within the system is helpful.

Roles​

This guide is intended for:

  • System Administrators
  • Super Admins
  • User Managers

Process​

1. Managing Users in MAXRES Construct​

  1. Click on the hamburger menu located at the top left corner of the page.
  2. Select User Management from the dropdown menu to access the User Management interface.

2. Adding a New User​

  1. In the User Management interface, click the yellow Add New User button on the left-hand side.
  2. Fill in the required fields:
    • First Name
    • Last Name
    • Email Address
    • Set the Password for the new user.
  3. Select the appropriate Tenant from the dropdown menu.
  4. Assign the user’s Role from the dropdown list (e.g., Course Creator, Super Admin).
  5. Click Save to create the new user, or click Cancel to abort the process.

Watch the tutorial: Managing and Adding New Users

3. Searching for Users by Email Address​

  1. In the Search by email field on the left-hand side of the page, input the Email Address of the user you want to find.
  2. The system will display any matching user records.

4. Filtering Users by Role​

  1. To filter users by their roles, toggle the switches for the following roles:
    • Authenticated Users
    • Course Creators
    • Super Admins

Watch the tutorial: Searching for Users in Author

5. Sending an Invitation to New Users​

  1. Select the user you want to invite.
  2. Click the Invite button to the right of the user account.
  3. In the popup box, click Yes, I'm sure to send the invitation email to the user.

Watch the tutorial: Sending an Invitation

6. Managing User Accounts​

  1. Click on a User Name to open the account management options.
  2. Available actions include:
    • Send an email invitation.
    • Send a Password Reset email to the user.
    • Temporarily Disable the user account.
    • Delete the user and either:
      • Transfer ownership of their courses to yourself.
      • Delete all unshared courses associated with the user.
      • Share all courses created by the user.

Watch the tutorial: Clicking on the User Name