Set up people and roles

This section helps you manage all the people in your organization : students, staff, mentors, and admins.

1. Member Management

Here you can view, add, and manage all members of your institute.

• Users (Students)
  These are the learners who access your courses, tests, and content.

• Staff
  Staff users have restricted access based on the role permissions you assign. Their actions depend on the specific permissions enabled for them.

• Mentor
  Mentors can monitor users, view course/activity progress, and export reports to email.

• Admin
  Admins have full access across the portal.They can edit, upload, delete, download, and export reports, including background tasks.

• Invited Users

             Invited users are those who register on the portal through an invitation email sent by an Admin or Staff member.

• Inactive Users

            Inactive users are users who have registered on the portal but have not completed account activation through email verification or OTP-based authentication.

• Add Members

           Users can be added to the portal in the following ways:

1. Invite by Email: Send an invitation link to users via email.
2. Create User: Manually create individual user accounts from the admin dashboard.
3. Bulk Create Users: Upload multiple users at once using a bulk upload option.

2. Batch Management

Batch management allows you to group users and assign them to the correct courses.

• Create batches to organize students.

• Assign selected batches to courses, tests, or learning programs.

• Makes it easy to manage enrollment and progress tracking.

3. Roles Management

Roles help you control what staff users can see and do inside the portal.

• Create custom roles for staff.

• Enable or disable access to features like posts, products, orders, tickets, reports, etc.

• Allow only specific actions such as view, edit, create, or delete.

• Restrict staff to only the areas they should manage.
  
  

This ensures you give the right level of access to each team member based on their responsibilities.