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User Management

Learn how to add, manage, and organize users in your Testify institution.

Overview​

User management allows you to control who has access to Testify and what they can do.

User Management

User Roles​

Available Roles​

Teacher:

  • Create questions and exams
  • Grade submissions
  • View analytics
  • Manage classes

Student:

  • Take exams
  • View results
  • Practice questions
  • Access AI tutor

Administrator:

  • Manage users
  • Configure system
  • View all data
  • Handle billing

Institution Admin:

  • Full administrative access
  • Manage other admins
  • Configure institution
  • Access all features

Adding Users​

Add Single User​

  1. Go to "Users"
  2. Click "Add User"
  3. Select role
  4. Enter details:
    • Name
    • Email
    • Phone (optional)
    • Department/Class
  5. Click "Create"
  6. User receives invitation email

Add User

Bulk Import​

Import Multiple Users:

  1. Download template
  2. Fill in user details
  3. Upload CSV/Excel file
  4. Map columns
  5. Review and confirm
  6. Import users

Template Format:

First Name,Last Name,Email,Role,Class/Department
John,Doe,john@example.com,student,Class 10A
Jane,Smith,jane@example.com,teacher,Mathematics

Invitation Process​

After Adding:

  • User receives email invitation
  • Contains login credentials
  • Link to set password
  • Getting started guide

Managing Users​

View Users​

User List:

  • Filter by role
  • Search by name/email
  • Sort by various fields
  • Bulk actions

User List

Edit User Details​

  1. Click on user
  2. Edit information
  3. Update role/permissions
  4. Save changes

Deactivate Users​

Temporarily Disable:

  • User cannot log in
  • Data preserved
  • Can reactivate later
  • No billing charges

Delete Users​

Permanent Removal:

  • User account deleted
  • Data archived
  • Cannot be undone
  • Use with caution

User Permissions​

Role-Based Permissions​

Teacher Permissions:

  • ✅ Create questions
  • ✅ Create exams
  • ✅ Grade submissions
  • ✅ View class analytics
  • ❌ Manage users
  • ❌ Access billing

Student Permissions:

  • ✅ Take exams
  • ✅ View results
  • ✅ Practice mode
  • ✅ AI tutor
  • ❌ Create questions
  • ❌ View others' results

Custom Permissions​

Fine-Grained Control:

  • Enable/disable specific features
  • Limit access to certain data
  • Set quotas
  • Custom restrictions

Permissions

Organizing Users​

Classes & Groups​

Create Classes:

  1. Go to "Classes"
  2. Click "Create Class"
  3. Name the class
  4. Add students
  5. Assign teachers

Benefits:

  • Organized structure
  • Easy exam assignment
  • Group analytics
  • Bulk operations

Departments​

For Teachers:

  • Group by subject
  • Department-wise reports
  • Collaborative work
  • Resource sharing

Tags & Labels​

Custom Organization:

  • Add custom tags
  • Filter by tags
  • Bulk tag assignment
  • Flexible categorization

User Activity​

Activity Monitoring​

Track User Activity:

  • Login history
  • Exam attempts
  • Question creation
  • Time spent

Activity Log

Audit Logs​

Security Tracking:

  • Who did what
  • When it happened
  • IP addresses
  • Changes made

Usage Statistics​

Analytics:

  • Active users
  • Inactive users
  • Feature usage
  • Engagement metrics

Bulk Operations​

Bulk Actions​

Apply to Multiple Users:

  • Change role
  • Add to class
  • Send message
  • Export data
  • Deactivate

Bulk Import/Export​

Data Management:

  • Export user list
  • Import updates
  • Sync with other systems
  • Backup user data

Password Management​

Reset Password​

Help Users:

  1. Find user
  2. Click "Reset Password"
  3. User receives reset email
  4. They set new password

Password Policies​

Set Requirements:

  • Minimum length
  • Complexity rules
  • Expiration period
  • Reuse restrictions

Password Policy

Access Control​

IP Restrictions​

Limit Access:

  • Allow specific IPs
  • Block suspicious IPs
  • Whitelist institution network
  • Enhanced security

Time-Based Access​

Schedule Access:

  • Exam hours only
  • Business hours
  • Custom schedules
  • Prevent after-hours access

Device Management​

Control Devices:

  • Limit devices per user
  • Block suspicious devices
  • Require device approval
  • Track device usage

User Communication​

Send Announcements​

Broadcast Messages:

  1. Go to "Communication"
  2. Select recipients
  3. Write message
  4. Send or schedule

Email Templates​

Automated Emails:

  • Welcome emails
  • Password resets
  • Exam notifications
  • Result announcements

Notifications​

In-App Notifications:

  • System updates
  • Policy changes
  • Important alerts
  • Reminders

Communication

Reporting​

User Reports​

Available Reports:

  • User list
  • Active/inactive users
  • Role distribution
  • Login statistics
  • Activity summary

Export Options​

Download Reports:

  • PDF format
  • Excel spreadsheet
  • CSV file
  • JSON data

Integration​

SSO Integration​

Single Sign-On:

  • Google Workspace
  • Microsoft Azure AD
  • SAML 2.0
  • OAuth 2.0

LMS Integration​

Connect with LMS:

  • Moodle
  • Canvas
  • Blackboard
  • Google Classroom

API Access​

Programmatic Access:

  • REST API
  • User management
  • Automated sync
  • Custom integrations

Best Practices​

User Management​

✅ Best Practices:

  • Regular cleanup
  • Accurate records
  • Clear naming conventions
  • Consistent role assignment
  • Regular audits

Security​

✅ Security Measures:

  • Strong password policies
  • Regular access reviews
  • Monitor suspicious activity
  • Limit admin access
  • Enable 2FA

Organization​

✅ Stay Organized:

  • Use classes/groups
  • Tag appropriately
  • Maintain hierarchy
  • Document processes
  • Regular updates

Troubleshooting​

User Can't Login​

Solutions:

  • Check if account active
  • Verify email address
  • Reset password
  • Check permissions
  • Review audit logs

Bulk Import Failed​

Solutions:

  • Check file format
  • Verify column mapping
  • Remove duplicates
  • Check for errors
  • Try smaller batches

Permission Issues​

Solutions:

  • Verify role assignment
  • Check custom permissions
  • Review access logs
  • Reassign role
  • Contact support

Next Steps​

Need Help?​