A more in depth look into the admin role including how to add instructors as individuals and via a CSV file.
Administrators can use the Institution Admin dashboard to add and manage students, instructors, and groups.
When the admin logs in, the default view will be Groups. Admins can navigate within the Institution Admin options by using the menu on the left.
Please note, the institution must have an active contract in place with CompTIA in order to add new students, instructors, and groups.
From the Instructor screen, admins can view every instructor name, email address, role, date added to the course, and first login date.
Using the Filters button, the admin can search for a specific instructor by first or last name.
Using the red Download Instructors CSV link, admins can export the instructor information from this screen to a .CSV document.
To manage an existing instructor, click on their row. From this screen admins can review instructor information, edit instructor information, assign the instructor to a contract, and impersonate the selected instructor. Impersonating logs the admin in as that instructor so they can “see what they see” in the platform.
To add new instructors, click on the New Instructors button on the right.
To add a single instructor, select Add Instructor from the drop-down menu. Next, fill in the instructor’s name and email address.
Providing a password for the instructor is optional. If the password field is left blank, an account registration email will be sent automatically to the email address that was setup for the instructor. If the password field is populated, no registration email will be sent and it is up to the admin to communicate the instructor’s credentials and login instructions. Populating the password field is recommended if there is concern about automatic emails getting lost in spam or junk folders.
Next assign a role. The only difference between an Instructor and an Institution Supervisor is the level of Boost Reporting access. Instructors can only see Group and Student level information, whereas an Institution Supervisor can see Group, Student and Institution level information. Furthermore, instructors can only exist within groups. If an institution chooses not to use groups they would have to elevate their “instructors” to Institution Supervisors.
Select the contract the instructor is being added to, then assign the instructor to a course. The course will be selected by default if there is only one active course for the contract selected. For limited contracts be sure to select the button to “exclude the instructor from the contract’s seat count.”
Once the information is complete, click “Create.”
To upload multiple instructors at the same time, select Upload Multiple from the New Instructors drop-down menu.
Next, follow the detailed instructions on how to create a CSV file to add multiple instructors. Admins will need to provide a name and email address for every instructor they want to upload. If desired, they can also provide a password, or leave that field blank in order for the registration email to be sent automatically to the instructors in the file. Note there is also an option to upload multiple instructors directly into groups from the Groups menu.
Select the appropriate contract and course. If the admin wants to upload instructors to multiple contracts, complete the upload process for the first contract and then go through the upload process again selecting the second contract. The system will recognize that the instructors already exist in the platform and add them to the second contract. Again, for limited contracts be sure to select the button to “exclude from the contract’s seat count.”
After formatting the .CSV file per the provided specifications and selecting a contract and course, click the Upload button. Notifications will display alerting the admin that the CSV file is queued for upload and when the process has been completed successfully. The admin will also receive an email when the upload is complete with a summary of the upload and identifying any errors in the process.