8. Users Page (ENG) (WEB)

Product: Perculus (Web)
Training: Perculus - Administrator User Manual (ENG) (WEB)
Author: Kampüs365 | Education Technologist – Yunus YALIN
Administrator Manual: Will be added.
Administrator Panel Manual: Will be added.
Administrator Session Manual: Will be added.
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Note: If you cannot see some modules; you do not have access or your school has not acquired this module.

In the users page, you can add users registered in the system. You can add these users to sessions by selecting them individually or add them to groups to include them in sessions through groups. When users log into their accounts, they can view and join the sessions they are attached to, both past and future ones, as well as those scheduled for today.

Administrative users who can log into the system can view the following pages on the panel: home page, sessions (details, participants, files, and reports), flows, users, files, groups, reports, activities, billings and settings. They have full system access and can create sessions, add users to sessions, create and schedule course flows, add new users in administrator, instructor or student roles, upload files for personal or shared use, create user groups for bulk user additions to sessions, view reports for all sessions, add questions for personal or shared use in the activities page, process invoices and view and edit general information, default interface settings, email templates, usage quotas, default system logos and system settings in the settings page. They can use virtual classroom sessions with full privileges.

Instructors who can log into the system can view the following pages on the panel: home page, sessions (details, participants, files, and reports), flows, files, reports and activities. They can create sessions, add users to sessions, create and schedule lesson flows, upload files for personal or shared use, view reports for their own sessions, and add questions for personal or shared use in the activities page. They can use virtual classroom sessions with full privileges.

Student users who can log into the system can view the following pages on the panel: home page and sessions (including session details and files). Users added to sessions can join ongoing sessions and if granted permission, use their camera, microphone, and sharing capabilities. After sessions end, they can view the recordings of the sessions to which they were added.

Click on the "Participants" button located on the left side of the window, fourth from the top.

Add New User

By adding registered users to the system, you can add users to sessions, add users to groups and add user groups to sessions, and enable users to log into the system with a username and password. Three different types of users can be added: administrators, instructors, and students.

Click on the 'Excel Operations' button located at the top right of the user list page.
Click on the link 'here (in .xlsx format - MS Excel 2003 or later)' at the top of the window that appears.
Click on the downloaded file in the upper right of the browser or the file name in your computer's downloads folder.
Enter the usernames in the rows of the 'name' column in the Excel file.
Enter user surnames in the rows of the 'surname' column in the Excel file.
Enter user email addresses in the rows of the 'emailaddress' column in the Excel file.
Enter user passwords in the rows of the 'password' column in the Excel file. (Leave this column empty if you want the system to generate user passwords.)
To assign a user to an existing user group in your system, write the user group name in the 'usergroup' column in the Excel file as it is written in your system.
After entering all the user details you want to add to the system, save the Excel file.
In the Perculus user Excel operations window in your browser, click on the dropdown list for the information to be used as the base, either username or email.
Click on the dropdown list for the user type and select whether the users you want to add via Excel are students, trainers, or administrators.
Activate the optional 'Remove current group memberships' (This ensures that the user groups of users who are members of different groups in the system are updated by removing their group memberships.)
Activate the optional 'Automatically generate passwords' (Leave the password rows in the Excel blank.)
Activate the optional 'Send user information via email' selection.
Click on the Upload Excel button at the bottom right of the window.
In the file selector window that opens, navigate to the location of your file on your computer.
Select the file you want to upload.
Click on the open button at the bottom right of the window.
To download the report of the bulk user addition result, click on the 'Download as Excel' button at the bottom right of the window.
Click on the downloaded file in the upper right of the browser or the file name in your computer's downloads folder.
In the result Excel, you can view user and addition results.
You have added users in bulk. Users can now log in to the system.

Bulk Adding New Users

To save time, you can add users in bulk rather than individually. You can add the users you've added to the system to sessions, add users to groups and add user groups to sessions, and enable users to log into the system with a username and password. Three different types of users can be added: administrators, instructors, and students.

Click on the Excel Operations button located in the top right of the user list page.
Click on the link "here (xlsx extension - MS Excel 2003 and later)" at the top of the opened window.
Click on the downloaded file at the top right of your browser or on the file's name in your computer's downloads folder.
In the Excel file, enter the names in the rows of the "name" column.
In the Excel file, enter the user surnames in the rows of the "surname" column.
In the Excel file, enter the user email addresses in the rows of the "emailaddress" column.
In the Excel file, enter the usernames in the rows of the "username" column.
In the Excel file, enter user passwords in the rows of the "password" column. (If you want the system to generate user passwords, leave this column blank.)
In the Excel file, enter user group in the rows of the "usergroup" column. Enter the name of the user group as it appears in your system to assign a user to an existing user group.
After entering all the user details you want to add to the system, save the Excel file.
In your browser, click on the information to be base from the Perculus user Excel operations window, selecting either username or email.
Select the user type for all the users you will add through Excel as student, instructor or administrator from the user type drop-down.
Optionally, enable the remove existing group memberships option. (This will update the user groups of users in the system who belong to different groups by removing their group memberships.)
Optionally, enable the create new password automatically option. (Leave the password column rows blank in the Excel file.)
Optionally, enable the send an email that includes user information option.
Click the upload excel button at the bottom right of the window.
In the opened file selector window, navigate to the location where your file is located on your computer.
Select the file you want to upload.
Click the open button at the bottom right of the window.
To download the result report of the bulk user addition as an excel file, click the download result as excel button at the bottom right of the window.
Click on the downloaded file at the top right of your browser or on the file's name in your computer's downloads folder.
In the result Excel, you can view user and addition results.
You have added users in bulk. Users can now log into the system.

Sorting Users by Different Information

You can sort registered users in the system based on the information of name, surname, username, email, and user type as needed.

Users are listed row by row under the 'User List' at the top of the page.
User rows include columns for name, surname, username, status, email, user type, groups, and options.
Click on the 'Name' text or sorting icon.
Your users are sorted by their names in ascending or descending order, from A to Z or Z to A.
Click on the 'Surname' text or sorting icon.
Your users are sorted by their surnames in ascending or descending order, from A to Z or Z to A.
Click on the 'Username' text or sorting icon.
Your users are sorted by their usernames in ascending or descending order, from A to Z or Z to A.
Click on the 'Email' text or sorting icon.
Your users are sorted by their email addresses in ascending or descending order, from A to Z or Z to A.
Click on the 'User Type' text or sorting icon.
Your users are sorted by their user types in ascending or descending order, from A to Z or Z to A.

Filtering Users by Their Status

You can filter registered users in the system based on the information of all, passive, active, locked and expired accounts as needed. When you select the "All" filter, all users are listed. When you select the "Passive" filter, users who have been marked as passive are listed. When you select the "Active" filter, active users are listed. When you select the "Locked" filter, users whose accounts have been locked by the system after a maximum number of failed login attempts, as determined by you, are listed. When you select the "Expired" filter, users whose accounts have passed the expiration date you set during account creation are listed.

Click on the 'Filter' button located on the right side of the user list page.
To view all users, click on the 'All' button.
To filter inactive users, click on the 'Passive' button.
To filter active users, click on the 'Active' button.
To filter locked users, click on the 'Locked' button.
To filter expired users, click on the 'Expired' button.
Based on your status filter, you can view the lists of all, inactive, active, locked, and expired users.

Searching Among Users

If you are having trouble finding registered users in the system, you can search among users based on their name, surname, email, and user type.

Click on the 'Search' button located on the right side of the user list page.
When searching in the user list, you can add a filter or multiple filters as needed.
In the search section that appears below the user list, enter the username in the username text box.
Enter the 'first name' in the first name text box.
Enter the 'last name' in the last name text box.
Enter the 'email' address in the email text box.
Click on the 'Select Type' dropdown menu.
Choose from the listed user types, such as student, instructor, or administrator.
Click the 'Search' button.
The user list will display users based on the criteria you entered.

Editing User Information

You can edit the information of registered users in the system, including their name, surname, username, email, password, time zone, associated group, user type, language, account expiration date, web login permission, and activation status. You can also click the button to send a password reset link to users' emails.

Users is listed row by row below the User List heading at the top of the page.
User List rows include columns for name, surname, username, status, email, type, groups, and options (three dots).
To edit users, click on the options (three dots) button at the far right of the user list rows.
In the opened list, click on the 'Edit' button.
Edit the user information.
Click the 'Save' button at the bottom right of the window.
You have edited the user information.

Sending Password Reset Email to User

In the user editing window, you can use the "Send Password Reset Link" button to allow users to change their passwords themselves.

Under the "User List" at the top of the page, users are listed row by row.
User list rows include columns for name, surname, username, status, email, user type, groups, and options (three dots).
To edit users, click on the options (three dots) at the far right of the user list rows.
Click on the 'Edit' option from the dropdown menu.
Click on the 'Send Password Reset Link' button.
A password reset link has been sent to the user.

Deactivating an Active User Account

In the user editing window, you can deactivate a user's active account.

Users are listed row by row beneath the "User List" heading at the top of the page.
In the user list rows, you'll find columns for first name, last name, username, status, email, user type, groups, and options (three dots).
To edit users, click on the 'options (three dots)' on the right of the user list rows.
In the opened menu, click on the 'edit' button.
Select "Deactivate" for the user's active account status.
Click on the 'save' button at the bottom right of the window.
You have deactivated the user's account.

Activating a Disabled User Account

You can edit users in the user editing window to change their active account status from inactive to active.

Users are listed row by row beneath the "User List" heading at the top of the page.
In the user list rows, you'll find columns for first name, last name, username, status, email, user type, groups, and options (three dots).
To edit users, click on the 'options (three dots)' on the right of the user list rows.
In the opened menu, click on the 'edit' button.
Select the user's 'active account' option as active.
Click on the 'save' button at the bottom right of the window.
You have activated the user's account.

Activating a Locked User Account

Users' accounts are locked after exceeding the maximum allowed failed login attempts, as determined by the system administrator, during the login process. To unlock locked user accounts, you can edit the users in the user editing window and change their active account status from inactive to active.

Users are listed row by row beneath the "User List" heading at the top of the page.
In the user list rows, you'll find columns for first name, last name, username, status, email, user type, groups, and options (three dots).
To edit users, click on the 'options (three dots)' on the right of the user list rows.
In the opened menu, click on the 'edit' button.
Select the user's 'active account' option as active.
Click on the 'save' button at the bottom right of the window.
You have activated the user's account.

Activating an Expired User Account

During the user creation process, if you've specified an account expiration date for a user and that date has passed, the user's account status will be displayed as expired. To re-activate expired user accounts, go to the user editing window and change their account status from inactive to active, and you can either remove the expiration date or edit it to a future date.

Users are listed row by row beneath the "User List" heading at the top of the page.
In the user list rows, you'll find columns for first name, last name, username, status, email, user type, groups, and options (three dots).
To edit users, click on the 'options (three dots)' on the right of the user list rows.
In the opened menu, click on the 'edit' button.
In the account expiration date section located at the bottom right of the window, either delete the 'account expiration date' or change it to a future date using the calendar.
Select the user's 'active account' option as active.
Click on the 'save' button at the bottom right of the window.
You have activated the user's account.

Deleting Users

You can now delete unwanted users from the system using the user options.

Under the "User List" at the top of the page, users are listed row by row.
In the user list rows, there are columns for first name, last name, username, status, email, user type, groups, and options (three dots).
To edit users, click on the 'options (three dots)' button on the right side of the user list rows.
In the dropdown that appears, click on the 'Delete' button.
You have deleted the user.

Bulk Deletion of Users

You can now individually or collectively select and delete unwanted users in the system.

Users are listed row by row below the user list heading at the top of the page.
In the user list rows, there are columns for name, surname, username, status, email, user type, groups, and options (three dots).
In the first column of the user list rows, you can select all users on the screen by clicking the checkbox to the left of the name text or individually select users by clicking the checkboxes to the left of the listed usernames.
After selecting users, click on the 'Clear Selection' button that appears in the top right of the page.
All user selections have been cleared.
After selecting users, click on the 'Apply' button that appears at the top right of the page.
In the popup window, click the 'Delete' button.
The selected users have been deleted.

Converting Users to User (Students) in Bulk

You can change the user type of the users you have selected individually or collectively to the student user type.

Student users who can log into the system can view the following pages on the panel: home page and sessions (including session details and files). Users added to sessions can join ongoing sessions and if granted permission, use their camera, microphone, and sharing capabilities. After sessions end, they can view the recordings of the sessions to which they were added.

Users are listed row by row below the user list heading at the top of the page.
In the user list rows, there are columns for name, surname, username, status, email, user type, groups, and options (three dots).
In the first column of the user list rows, you can select all users on the screen by clicking the checkbox to the left of the name text or individually select users by clicking the checkboxes to the left of the listed usernames.
After selecting users, click on the 'Clear Selection' button that appears in the top right of the page.
All user selections have been cleared.
After selecting users, click on the 'Apply' button that appears at the top right of the page.
In the opened window, click the 'Make User' button.
The user type of the selected users has been changed to 'User (Student).'

Converting Users to Make Instructors in Bulk

You can change the user type of the users you have selected individually or collectively to the instructor user type.

Instructors who can log into the system can view the following pages on the panel: home page, sessions (details, participants, files, and reports), flows, files, reports and activities. They can create sessions, add users to sessions, create and schedule lesson flows, upload files for personal or shared use, view reports for their own sessions, and add questions for personal or shared use in the activities page. They can use virtual classroom sessions with full privileges.

Users are listed row by row below the user list heading at the top of the page.
In the user list rows, there are columns for name, surname, username, status, email, user type, groups, and options (three dots).
In the first column of the user list rows, you can select all users on the screen by clicking the checkbox to the left of the name text or individually select users by clicking the checkboxes to the left of the listed usernames.
After selecting users, click on the 'Clear Selection' button that appears in the top right of the page.
All user selections have been cleared.
After selecting users, click on the 'Apply' button that appears at the top right of the page.
Click the 'Make Instructor' button in the opened window.
The user type of the selected users has been changed to 'Instructor. '

Converting Users to Make Admin in Bulk

You can change the user type of the users you have selected individually or collectively to the administrator user type.

Administrative users who can log into the system can view the following pages on the panel: home page, sessions (details, participants, files, and reports), flows, users, files, groups, reports, activities, billings and settings. They have full system access and can create sessions, add users to sessions, create and schedule course flows, add new users in administrator, instructor or student roles, upload files for personal or shared use, create user groups for bulk user additions to sessions, view reports for all sessions, add questions for personal or shared use in the activities page, process invoices and view and edit general information, default interface settings, email templates, usage quotas, default system logos and system settings in the settings page. They can use virtual classroom sessions with full privileges.

Users are listed row by row below the user list heading at the top of the page.
In the user list rows, there are columns for name, surname, username, status, email, user type, groups, and options (three dots).
In the first column of the user list rows, you can select all users on the screen by clicking the checkbox to the left of the name text or individually select users by clicking the checkboxes to the left of the listed usernames.
After selecting users, click on the 'Clear Selection' button that appears in the top right of the page.
All user selections have been cleared.
After selecting users, click on the 'Apply' button that appears at the top right of the page.
Click the 'Make Admin' button in the opened window.
The user type of the selected users has been changed to 'Admin.'

Assigning Users to Groups in Bulk

After selecting users one by one or in bulk, you can add them to user groups. By adding user groups to the session, all users in the group can be included in the session.

Users are listed row by row below the user list heading at the top of the page.
In the user list rows, there are columns for name, surname, username, status, email, user type, groups, and options (three dots).
In the first column of the user list rows, you can select all users on the screen by clicking the checkbox to the left of the name text or individually select users by clicking the checkboxes to the left of the listed usernames.
After selecting users, click on the 'Clear Selection' button that appears in the top right of the page.
All user selections have been cleared.
After selecting users, click on the 'Apply' button that appears at the top right of the page.
Click on the 'Add to Group' button in the opened window.
Click on the 'Select Group' dropdown in the opened window.
Choose the desired groups from the list.
Optionally, select the 'Reset selected users groups' option.
Click on the 'Apply to Selected Users' button at the bottom of the window.
The selected users will be assigned to the user group(s) or existing group(s) based on your selection, either replacing their current group memberships or keeping them.

Switching Between User Lists

To prevent complexity, users are displayed in lists with 15 records in each.

Users are listed in rows under the "User List" heading at the top of the page.
At the bottom of the user list, there are page navigation buttons and the number of displayed users.
Click on the first-page button (<<) located at the top of the user list.
You have navigated to the first page of the user list.
Click on the previous page button (<) located second in the user page navigation.
You have moved back one page in the user list.
Center bottom of the users page, (1-10/X) represents the users currently visible in the list, and (X-X/145) represents the total number of users available.
Click on the next page button (>) located fourth in the user page navigation.
You have moved forward one page in the user list.
Click on the last-page button (>>) located fifth in the user page navigation.
You have reached the last page of the user list.