How to Create or Remove a CES Administrator

Any existing CES Administrator can create or remove a new CES Administrator. Both of these process involves two steps. 

• In the case of creating a new CES Administrator they must first be created as a Node Administrator then promoted to a CES Administrator.
• In the case of removing an existing CES Administrator, they must first be demoted to a Node Administrator and then can be removed.

Manually Creating a New Node Administrator

1. Navigate to Account > Manage Administrators.
2. Click +Add New Administrator at the top of the page.
3. Fill in the user’s information:
   • Username – If the user already has another role in CES (an Instructor role, for example), their Administrator username should match so that the user can switch between roles.
   • First Name
   • Last Name
   • Email Address
4. Select any role under Select Roles. The selected role does not matter, as the user will be promoted to CES Administrator, overriding this selection.
5. Select any level under Select Levels. The selected level does not matter, as the user will be promoted to CES Administrator, overriding this selection.
6. Click Save to create the Node Administrator.

Promoting a Node Administrator to a CES Administrator

Once the use has been created as a Node Administrator, they can now be promoted to CES Administrator.  To do so, follow the steps below:

1. Locate the user on the Manage Administrators page.
2. Click the pencil icon to edit the Administrator.
3. Click Promote to CES Administrator Role at the top of the page.
4. Confirm your selection.

Once these steps are completed, you can provide the new CES Administrator the URL of your CES account and the username you used to create them.  They can then use the "Forgot your password?" link on the sign in page to set their own password.  The password reset/creation email will be sent to the email you used when creating the user.

Removing an Existing CES Administrator

To avoid inadvertently removing a CES Administrator, an existing CES Administrator must first be demoted to a Node Administrator and can then be removed.  To do so, follow the steps below:

1. Locate the user on the Manage Administrators page.
2. Click the pencil icon to edit the Administrator.
3. Click Demote to Administrator Role at the top of the page.
4. Confirm your selection.
5. Locate the user again on the Manage Administrators page.
6. Click the X next to their name.

The system will prompt if you wish to transfer any custom question content to another Administrator. The Transfer Ownership option is only for transferring custom question surveys or projects created by Node Administrators. This function will not transfer surveys or projects created by CES Administrators so a transfer is not typically necessary when demoting and removing a CES Administrator as they do not create custom question content.

NOTE: If the Administrator also has another role like Instructor, removing an Administrator will not remove their Instructor access nor will any data tied to their Instructor role be deleted.  Removing the user as an Administrator simply removes Administrator access.