Group Management Instructions
On this page, you will find group management instructions. You can use the links below to navigate quickly to different sections of the page.
Adding Users to Your Group
All users added to the group will get immediate access to all lesson content. You must obtain proper consent to enter any user data on our website in accordance with our Terms & Conditions and Privacy Policy.
- Click on the drop-down menu in the top right corner (by your name).
- Click Group Management.
- Scroll down until you see the Enrolled Users section.
- Click on the drop-down menu that says Users. You will have 3 options:
Directions for each option are below.
Add One
This option will allow you to add users to your group one at a time.
- A box will pop up on your screen prompting you to enter the user’s information.
- Fill in the user’s information, and click Add User.
- You do not need to enter a password. If you leave the password section blank, a password will be randomly generated.
The user should now show up in the Enrolled Users section, and have access to all lesson content. They will be sent an email with instructions on how to login.
Add Multiple
This option will allow you to add multiple users to your group at the same time.
- Your screen will automatically scroll up to a new section called Bulk Add & Invite Users.
- You will see a table where you can enter the users’ information.
- Fill in the table with information for each of the users you wish to add.
- You do not need to enter a password. If you leave the Password section blank, a password will be randomly generated.
4. Scroll down to the bottom of the table, then click the button to Add & Invite Users.
The users should now show up in the Enrolled Users section, and have access to all lesson content. They will be sent an email with instructions on how to login.
Upload Users
This option will allow you to upload multiple users to your group using a spreadsheet.
- In order to bulk upload users, you will need to have their information in a CSV file with the following format:
- user_email,user_pass,first_name,last_name
- montessorilearner4@gmail.com, leavepasswordblank,Montessori Learner,4
If you would like to use a table from Excel, Google Sheets, Numbers, etc., first you need to put the users’ information into the following format:
You must use the header row as shown above. In order to generate a random password, you must leave the password cell blank. Then, you can export your file as a CSV.
- Google Sheets: File > Download > Comma separated values (.csv)
- Numbers: File > Export To > CSV
- Excel: File > Save As > choose location to save > Save as type (under the file name) > CSV
- Click on Upload Users.
- Upload your CSV file, and click Add Users.
The users should now show up in the Enrolled Users section, and have access to all lesson content. They will be sent an email with instructions on how to login.
Adding Group Leaders to Your Group
All group leaders will also be added as users and will get immediate access to all lesson content. Group leaders will also get access to group management tools including viewing user data, adding/removing users and group leaders, resetting passwords, tracking user progress, and generating progress/course reports. Group leaders must obtain proper consent before accessing or entering any user data on our website in accordance with our Terms & Conditions and Privacy Policy.
- Click on the drop-down menu in the top right corner (by your name).
- Click Group Management.
- Scroll down to the Group Leaders section.
- Click Add Group Leader.
- A box will pop up prompting you to enter the group leader’s information. Fill in the group leader’s information, and click Add Group Leader.
Progress and Course Reports
Group leaders have access to view the progress of individual users or the progress of the group as a whole.
- Click on the drop-down menu in the top right corner (by your name).
- Click Group Management.
- Scroll down until you see the Enrolled Users section.
- There are 3 different types of reports you can view:
- Course (shows the entire group’s progress by course/lesson)
- Progress (shows a detailed breakdown of an individual user’s progress)
- In Progress (shows an overview of an individual user’s progress)
Course
The course report will show your entire group’s progress by course/lesson.
- Click on the drop-down menu that says Reports (it is on the right side of the page).
- Choose Course.
- Click Select Course from the drop-down menu in the top right corner of the page to choose which course/lesson you would like to view.
- You can change which data you see by clicking Customize columns.
Progress
The progress report will show you a detailed breakdown of an individual user’s progress.
- Click on the drop-down menu that says Reports (it is on the right side of the page).
- Choose Progress.
- Type in the user’s name or email to search. DO NOT HIT ENTER. Wait for the user to appear below the search bar, then click on their name. You will be taken to their individual progress report page.
- Click on the arrow to the left of any course name to see which activities your student has completed.
In Progress
Clicking on the In Progress status of any given user will show you an overview of that user’s progress.
- In the table in the Enrolled Users section, there is a column titled Status. In this column, you can view the progress of any user who has an In Progress status.
- Click In Progress for whichever user you would like to view, and it will take you to their course report page.
Removing Users
Removed users will immediately lose access to all lesson content.
- Click on the drop-down menu in the top right corner (by your name).
- Click Group Management.
- Scroll down until you see the Enrolled Users section.
- Click the box next to the name of the user(s) you would like to remove.
- A button will appear that says Remove User(s). Click the button, and the user(s) you selected will be removed.
- If the user you removed was also a group leader, you will need to remove them as a group leader as well. If you do not remove them as a group leader, they will still have access to the group management tools and group user data, but they will not have access to lesson content.
- See instructions for removing group leaders below.
Removing Group Leaders
Removed group leaders will immediately lose access to group management tools and group user data.
- Click on the drop-down menu in the top right corner (by your name).
- Click Group Management.
- Scroll down until you see the Enrolled Users section.
- Click the box next to the name of the group leader(s) you would like to remove.
- A button will appear that says Remove Group Leader(s). Click the button, and the group leader(s) you selected will be removed.
- The group leader(s) you removed will no longer have access to group management tools or group user data, but they will still have access to lesson content. In order to remove their access to lesson content, you will also need to remove them as a user.
- See instructions for removing users here.
User Password Reset
If a user forgets their password, they can always reset their password themselves from the login page. If you would like to reset their password yourself, you can do so by following the directions below.
- Click on the drop-down menu in the top right corner (by your name).
- Click Group Management.
- Scroll down to the Enrolled Users section.
- Click the box next to the name of the user(s) whose password(s) you would like to reset.
- A button will appear that says Send password reset.
- Click the button and the user(s) you selected will be sent an email with instructions to reset their password.
