System Administration Release Notes for January 28, 2025

This release introduces:

1. A "Roles" import in System Administration, which will allow for user roles to be updated or removed in bulk. 
2. An improved user interface across multiple areas (See "Key Interface Updates" below for a list of changes)

Introducing the Bulk Roles Import  

We are excited to announce a major update with the release of the Roles import, a new feature in System Administration designed to streamline bulk updates and removals of user roles.

This feature will allow:

• Update People Roles in Bulk: Modify existing roles for users across products in a single import.
• Remove Roles in Bulk: Remove roles from users efficiently by setting their role to "None."

How the Roles Import Works

The Roles.csv file enables administrators to manage user roles in bulk. It requires three columns:

• Person ID: The unique identifier for the user (from People.csv).
• Product: The product associated with the role (e.g., PSS, SLL, IH).
• Roles: The roles to assign, separated by a pipe delimiter (|) for multiple roles.

Sample Use Cases:

• Update Roles: Change a user's roles, replacing their existing roles with the new ones specified.
  
  • • Example: A user with "Administrator" and "Contributor" roles can be updated to have only "Contributor."
• Remove Roles: Set a user's role to "None" to remove all roles for a specified product.

Frequently Asked Questions (FAQs)

Validation Errors & Resolutions

Pro Tips for Using Roles.csv

1. First Export People.csv: Use the People.csv export to find Person IDs for users you want to update.
2. Use Required Formatting:
   1. Multiple roles must use the pipe (|) delimiter.
   2. For a product allowing only one role, ensure only one valid role is listed.
3. Review Validation Errors: Errors provide row-specific feedback to help you correct issues quickly.

For more detailed instructions, refer to System Administration CSV Import Guidelines

Improved Front End User Experience 

We are thrilled to announce a significant update to the System Administration interface, bringing a sleek design, improved workflows, and advanced functionality. These enhancements aim to streamline the management of courses, sections, cohorts, and enrollments while making navigation intuitive and efficient.

Key Interface Updates

Above shows the user on the new “Courses & Sections” page and toggled to the Courses tab, showing all Courses in the institution. This is also where users will manage their course section enrollments. The “Cohorts” page is new and is where one manages cohort enrollments as well. The “People” page is highlighted as it has some minor navigational changes.

People Page Enhancements

Above highlights some of the changes to the People page. First, we have a new column - Person ID - where one can drill down into a Person Details Page by clicking on the Person ID. Also highlighted the new advanced search and select component when looking at Organizations on the People page.

Courses & Sections Overview

The Courses & Sections page now includes two tabs:

1. Courses
2. Sections

Above shows the user on the new “Courses & Sections” page and toggled to the Courses tab, showing all Courses in the institution. Clicking on the Course name will bring the user into the “Course Details” page. Also on this page one can add and update courses, sections and enrollments either manually or by csv. An advanced search/select component when filtering by an Organization is also highlighted.

Above shows the user on the new “Courses & Sections” page and toggled to the Sections tab, showing all Sections in the institution. Clicking on the Section Number will bring the user into the “Section Details” page. Listing of all Instructors in a particular section are also shown. Also on this page one can add and update courses, sections and enrollments either manually or by csv. An advanced search/select component when filtering by an Organization and/or Terms are highlighted.

Above shows the Course Details page. Here all sections of a course will be listed. One can manually edit the course details on the page, as well as add a section via csv or manually. One can also search among all of the sections. To go to the “Section Details” page click on the Section Number highlighted above, where one can manage student and instructor enrollments for a particular section.

Above highlights the Section Details page where one can view and edit section details, and view current instructor and student enrollments. To manage enrollments see the dropdown highlighted above to go to either the Manage Instructor or Student Enrollments pages.

Above shows a user managing their institution’s student enrollments manually in System Administration. A search and filter is available and easily highlights selections prior to clicking save enrollments. The above view is the same experience when managing instructor enrollments and cohort enrollments.

Cohorts Management

Above shows the new Cohorts page. Access the Cohort Details page by clicking on the Cohort Name.

Above shows the Cohort Details page where one can view and edit cohort details, and view current cohort enrollments. To manage enrollments see the highlighted box above to Manage (Cohort) Enrollments.
***Image previously shown above on Managing Section Enrollments highlights the search and select process to manually enter enrollments.

FAQs