How do I add students or instructors to groups?
1. In the Institution Admin dashboard, go to the Groups tab and click on the group you'd like to add users to. ![][1] 2. Below the group name, you'll see a pair of tabs for Students and Instructors. Each tab has a "Manage" button. To add students, click on the "Manage" button under Students; to add instructors, clic…
How do I add a new institution?
1. Go to the Institutions tab and click on the "New Institution" button in the upper-right-hand-corer. ![][1] 2. Add the institution's information on the next page and save the institution. You also have the option to create an institution admin user or a contract for this institution. [1]: https://hf-files-oreg…
How do I change features for an entire institution?
1. In the Institutions tab of the Tenant Dashboard, choose an institution. 2. On the institution's details page, click on "Manage Features." ![][1] 3. Use the toggles to turn individual features on or off for this institution only. Please note that some features cannot be controlled on the institution level. The f…
How do I assign an institution admin to an institution?
1. If the user already exists, go to their details page in the Tenant Dashboard and click on the "Edit" button. ![][1] 2. On the next page, scroll down to the "Institution" field. Check the box next to Institution Admin and make sure they're in the correct institution, then click on the "Save" button. ![][2] 3. If…
How do I assign an institution admin to an institution?
1. If the user already exists, go to their details page in the Tenant Dashboard and click on the "Edit" button. ![][1] 2. On the next page, scroll down to the "Institution" field. Check the box next to Institution Admin and make sure they're in the correct group, then click on the "Save" button. ![][2] 3. If the u…
How can I move a user from one institution to another?
1. Any tenant admin can move a user from one institution to another institution. This will not impact their course enrollment. First, open up the Tenant Dashboard and go to the Users section. 2. Using the filter, search for the user you'd like to edit. 3. After you locate that user, click on their name. Then, click …
How do I add institutions to districts or administrative divisions? How do I add districts to administrative divisions?
1. If you want to add an institution to a district or administrative division, go to the Institutions tab and select an institution. If you want to add a district to an administrative client, go to the Districts tab and select a district. 2. Once you're on the details page of the institution or district, click on the…
How to create student accounts within an institution
1. In the Institutions tab of the Tenant Dashboard, find the institution you need to work on and click on its name. This should take you to the institution’s details page. ![][1] 2. Click on the "Jump to Institution Admin" link. This will take you to the Institution Admin dashboard. ![][2] 3. Create the students. …
How do I add a contract to an existing institution?
1. In the Tenant Dashboard, go to the Institutions tab. 2. Click on the name of the institution you'd like to add a new contract to. ![][1] 3. On the institution's details page, click on the "New Contract" button in the top right-hand corner. ![][2] 4. Fill out the appropriate information. 1. Name: The name yo…
How do I get to a client’s Institution Admin dashboard from the Tenant dashboard?
1. In the Institutions tab of the Tenant Dashboard, find the institution you need to work on and click on its name. This should take you to the institution’s details page. 2. Underneath the Institution's "Exam Reset Limit" you'll find two links. Click on the “Jump to Institution Admin” link. ![][1] [1]: https://…
