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Upgrade Account Access Levels
Upgrade Account Access Levels

Administrators can manage account permissions to control access to student results

Travis Hevelone avatar
Written by Travis Hevelone
Updated over a week ago

Typically, each school will have 1-2 assigned Administrators, the highest level of access, allowing these selected individuals to both manage all user permission levels and view all user results. 

This article provides instructions on possible user management actions available for site Administrators only.

Schools can have an unlimited number of Faculty/Staff level users who cannot manage access levels but can view student assessment results. 

Finally, schools can have an unlimited number of Users (or Students). The standard user-level permission means these individuals can only see their own results and manage their own account.

PathwayU Access Levels

Level 1 - User (Unlimited)

  • Can manage own account only

  • Can view own results only

Level 2 - Faculty/Staff (Unlimited)

  • Can manage own account only

  • Can view own results

  • Can view all User results

Level 3 - Administrator (Typically 1-2 per school)

  • Can manage own account

  • Can manage all accounts

  • Can view own results

  • Can view all User results

  • Can customize the My Journey page

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Access the Manage Users Interface

As an Administrator, you can access the user management page by clicking on your name in the top right corner and selecting "Manage Users" from the dropdown options. If you do not see Manage Users, you may need to first switch to Admin/Counselor view (see below).

A Faculty/Staff member's dropdown menu will not include the "Manage Users" option. It will include an option for you to toggle back and forth between Student and Counselor views.
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Similarly, a User account dropdown menu will only include the option for them to logout and manage their own profile and account settings. 

If you do not see the Manage Users option, this means you are not currently a site administrator and will need to contact us to make a permissions change.

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Performing User Management Actions

Upgrade Existing Accounts

  • Promote a User to Faculty/Staff or Administrator Access

  • Promote Faculty/Staff to Administrator Access

  1. Access the Manage User page.

  2. Use the search bar to look up the name or email of the existing account you would like to upgrade. Note that you may need to search within both the Admins and Users lists to find the specific account depending on their current access level.

  3. Click Edit 

  4. In the pop-up window, select the new appropriate Access Level, then click Save.

Downgrade Existing Accounts

  • Move an Administrator down to User or Faculty/Staff access

  • Move Faculty/Staff down to User access

  1. Similar to the process for upgrading an account,  you will first need to locate the user within the Manage Users page. 

  2. Click Edit 

  3. Reassign the account the proper permission level and click Save.

Remove Existing Accounts

  • Remove an individual's account from your site so it no longer appears in the user/student list

  1. To remove an account from your site, first go to the Manage Users page.

  2. Find the individual within the Admins or Users tab and click Remove.

  3. Upon refreshing the page, you will see that the user no longer exists.

Invite New Users

  • Invite someone without an existing account to create their account and designate their intended access level.

In some instance, you would like to give a colleague access to the platform, but they have not created an account yet. You can invite them to create an account using the followings steps. Upon their first login, they will automatically have the permissions you assigned for them within the invitation.

  1. From the Manage Users page, select ADD NEW from the upper right corner.

  2. Within the pop-up, you can invite a user by entering their email address, selecting the desired access level, and clicking Send Invite.

  3. You will see a notification that your invitation has been sent. 

  4. The invited user will receive an email from no-reply@jobzology.com. By clicking the LOG IN button, they will be redirected to the platform and will be asked to set a password for their account. They will automatically have the permissions of the access level you specified in the pop-up window. 

Manually Create New Accounts

  • Create a new account, specifying the access level, name, email, and password for the account. 

If you would like to bypass the email confirmation step included in the invite new user process above, you can choose to manually create an account using the following steps.

  1. From the Manage Users page, select ADD NEW from the upper right corner.

  2. Within the pop-up window, change the default selection from Invite User to Manually Add User.

  3. Enter in the first name, last name, email address, zip code, and create a password for the individual. Be sure to specify the intended access level as well. 

  4. When finished, select Add User.

  5. Please note that when using the Manually Add User feature, the user will not receive an email confirming their account. They simply need to log in to your site with the email and password that you just specified for their account. They will automatically have the proper access levels upon logging in. 

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