Entity Management



All the setup tools and info to run your entity

Entity Management

All the setup tools and info to run your entity

Users

Select from multiple methods of adding users into this entity. Manage user roles, and remove users if necessary.



User roles

After creation, the first user account added to the entity is the Owner. Note the following restrictions: 


  • Each entity can only have one owner. 
  • Owners will always have full admin rights to the entity. 
  • Only owners have the option to transfer the owner role to another user. 
  • After transfer, the original owner of the entity will not be able to assign themselves the role again unless the newly assigned owner returns the role back.



Two user roles are available to assign to users:


  • Admin. 
    This role has access to IT admin tools, such as the Entity Management and myViewBoard Manager consoles. Admins can also assign other user accounts to the admin role.
  • User. 
    These are standard users that have their access limited only to education-oriented tools, such as myViewBoard, Classroom, and myViewBoard Display.



To assign these roles:


  1. Navigate to the Users section.
  2. On the row of the user to update. 
    1. Click the dropdown menu in the Role column.
    2. Select a role.
  3. The changes are applied automatically.


User management

To make changes to an individual user, perform the following:


  • Click the Premium toggle to assign a Premium license to the target user. This allows the target user to access services and features granted by the Premium license. Note that the total number of Premium licenses available to the Entity is shown on top of the User list.
  • Click the ellipsis menu on the target user's entry to access the following options:
    • Sign-in history. Review details of the when and where the user signed in using the email registered under the entity.
    • Reset password. Triggers the reset password process. Once the process starts, the system sends an email to the user. The user must click the link in the email to create a new password for their account.
    • Remove. Removes the user and all their details from the entity. After confirming removal, the system prompts the admin if they would also like to lock the user. If Yes, the removed user will no longer be able to use the same email to sign in to myviewboard.com, and they would need to create a new account to use myViewBoard again.


Batch updates

To make changes to multiple user accounts, perform the following:


  • To manually select entries: 
    Click the checkbox of each user account you want to update.
  • To select all visible entries on the page: 
    Click the checkbox on the header row of the User list.
  • To select every entry: 
    Click the checkbox on the header row of the User list, then click Select all users on the message bar that appears.



Once one or more entries are selected, the following options become available:


  • Add. Opens a popup where you can add users 
  • Remove. Removes the selected users and all their details from the entity.
  • Assign Premium. Assigns Premium licenses to the selected users. 
  • Remove Premium.  Removes Premium licenses assigned to the selected users.



Knowledge Base

Need additional help?

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