Users can be added manually or by import to SimCapture Enterprise. You also have the ability to delete users and set user permissions.

1. User Field - An Administrator can Activate, Archive, Delete or add a User to a Course by checking the box next to the user’s full name and taking the appropriate action. Click the orange button to Activate the user or select an option from the More dropdown.
2. Setting - Clicking the gear icon allows an Administrator to choose what fields are displayed in any combination. Choose from Username, User Number, Role, Organization, Last Activity, Status, and Email.
3. Add User - Click Add User to manually add a user to your Organization. A red asterisk indicates the required fields.
4. Import - This feature allows for an Administrator to download a template for adding multiple users. Formates are .xls or .csv.
5. Search - User and full names may be searched. Dynamic filtering occurs after 3 characters are entered.
6. Filters - Users can be filtered by Show Only Active Users and Show Only Selected Users.

Manually adding users

CAUTION: If you have LDAP functionality, do not add users manually, as the LDAP load will overwrite any manual changes or additions.

An administrator can add users manually by selecting the Users tab in the global navigation bar, clicking Add User, filling in the required information, selecting a Role for that user, and clicking Save.

Importing users

To import users, click the Users tab on the global navigation bar, click Import, download, and complete the required fields of the template. Save as a .xls or .csv and then navigate to or drag and drop the file into the Upload User field.

Should you decide to re-import the same file that has been updated with new users, follow the same process as above, however, make sure you select one of the following so that the Users will update with the new information that has been provided on the spreadsheet.

• Find existing users by User Name
• Find existing users by User Number
• Find existing users by User Name and User Number

Manually archiving and deleting users

Users may be manually archived or deleted. It is recommended to archive rather than delete users who may have data associated with sessions as this data will be lost.   An archived user may be reactivated and reported. Users can be managed individually or by selecting multiple users and applying the desired settings.

To archive or delete a user, click the Users tab on the global navigation bar, select the User you want to archive or delete and from the More dropdown, take the appropriate action.