Managing Users and User Filters in SimCapture Enterprise

How to view, filter, and manage users in your SimCapture organization

Updated at July 21st, 2025

Table of Contents

Things to Know Before You Begin Viewing and Filtering Users Exporting Filtered Users to Excel Batch Editing, Archiving, or Deleting Users Batch Emailing Users Adding Individual Users User Associations with Sessions and Courses Importing Users via Excel Downloading Users Need Help?

+ More

This article will help you manage users and user filters in your SimCapture organization. For bulk uploading Standardized Patients (SPs), see: SP Bulk User Import/Update.

Things to Know Before You Begin

Administrative users can:

Filter users by Organization and User Role
Sort users by creation date
Perform batch actions like edit, archive, delete, or email
Export user lists to Excel
Add or import users individually or in bulk

Viewing and Filtering Users

Log in as an Administrative User.
Select Users in the top menu.
Use filters to narrow by:

Role (System Administrator, Administrator, Participant)
Organization
Active/Selected Users

Tip: Selecting multiple organizations will show users from all selected orgs.

Exporting Filtered Users to Excel

Select one or more users using the checkboxes.
Select More > Download.
An Excel file will download with the selected user data.

Batch Editing, Archiving, or Deleting Users

Select users using checkboxes or the Click-Shift method.
Select More and choose:

Edit: Change roles, organizations, or reset passwords.
Archive: Retain user data but disable login and future assignments.
Delete: Permanently remove users (users with data will be archived instead).

Note: Only System Admins or Admins can unarchive users.

Batch Emailing Users

Select users.
Select More > Notify.
Compose your message and select Send.

The sender’s email address will be visible to recipients.

Adding Individual Users

Go to the Users tab and select Add User.
Fill in required Contact and Details fields.
To designate as an SP, check Enable SP Status.
Select Save.

To edit later, select the user’s name and then the pencil icon.

User Associations with Sessions and Courses

SimCapture Pro: Select a username to view associated Sessions and roles.
SimCapture Enterprise: Select a username to view associated Courses and roles.

Importing Users via Excel

Go to Users > More > Import.
Download the templateand fill in:
- First Name
- Last Name
- Username
- Email
- Password
- Role (defaults to Participant if not selected)
- Organization
- Enable SP Status (if applicable)
Upload the completed file.
Confirm the number of users to import.
After import, view the list of added users.

Tip:

To update existing users, use the same email address.
Check for extra spaces in email fields if the upload fails.

Downloading Users

To download all users, select More > Download.
To download specific users, select them first, then select Download.

Need Help?

Need help with user management or bulk imports? Contact your SimCapture administrator or support team for assistance.

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