ACCUPLACER December 2020 Release Highlights

ACCUPLACER December 2020 Release Highlights - User Role Management

For detailed information about the new User Role Management feature, check out the video demonstrations

found within the

“How To” Platform Training Videos

section of the Resources menu of the platform.

Role and Site Switching

Users with multiple roles will now be able to switch to a different role without having to log out and log back into

the platform. That’s right, once properly configured, you can use the same username/password combination for

multiple roles.

Figure 1 – Institution Administrator switching roles

Only an Institution Administrator (IA) can configure multiple role assignments to a single username within the

user profile. For security purposes, the role switch is limited between Institution Administrator and site level (non-

proctoring) permissions.

Figure 2 – IA account that is also configured with Site Manager and Site Score Reporter roles

When creating a new username that has multiple roles associated with it, you must assign a default role which

will be used upon initial login. When selecting Site Manager as the default role, you must also define the default

site that the username should use upon login. Although the default role is initially set by the Institution

Administrator, individual users or the Institution Administrator can select a new default role should the need arise.

Figure 3 – Selecting default role (Site Manager) and default site (002540-028) for a username

Addi

tionally, Proctor and Proctor Reporters within the same institution can now be assigned to access multiple

sites with a single username/password. You must also define the default site that the Proctor or Proctor Reporter

username should use upon login.

Figure 4 – Selecting default site (013613-001) for a Proctor Reporter role

Once logged in, Proctors and Proctor Reporters can switch between sites, but not roles.

Figure 5 – Proctor Reporter switching to a different site

How

to Configure?

The Add a user screen has been modified to accommodate the new user role management function. You will

now see 3 distinct sections: one for name information, one for Demographic Information (e.g., address, phone,

Account To and Account From dates), and one for Role/Site Management (where you assign roles and sites).

Figure 6 – Adding a new user profile

For new institution administrators, site users (Site Manager, Score Reporter, Site Score Reporter, Site WritePlacer

Reporter), proctor or proctor reporters, once you select a user type (e.g., Site Manager from Figure 6), the

Role/Site Management section of the screen will appear. From there, you can assign roles and establish the

default role you want to use upon logging in to ACCUPLACER.

Figure 7 – Assigning roles to a new user profile

Common Scenarios

Example 1 – I don’t want to keep track of 7 different usernames and passwords

I have a single Institutional Administrator, three Site Manager, and 3 Proctor Reporter usernames, as follows:

Institution Administrator:

jdoe_ia

Site Manager:

Proctor Reporter:

jdoe_sm_site1

jdoeproctor_report_site1

jdoe_sm_site2

jdoeproctor_report_site2

jdoe_sm_site3

jdoeproctor_report_site3

How do I consolidate these?

• STEP 1: Login as the IA (jdoe_ia)

•

STEP 2: Under the Users – Manage Profiles – User Profiles menu option, search for and select the IA

profile you want to modify

• STEP 3: Assign a Site Manager role

• STEP 4: Select the sites you want to add to that Site Manager role. Pick a default role and site (if

applicable)).

Don’t forget to save your changes by clicking the yellow save button in the upper right!

• STEP 5: Create a new proctor reporter user. You may want to use an easily identifiable username, such

as jdoe_proctor_multiple_sites. In the Role/Site Management section, assign the sites where they can

proctor.

Save your work!

Once comple

ted, you can expire or delete the 3 Site Manager (jdoe_sm_site1 jdoe_sm_site2 and jdoe_sm_site3)

and 3 Proctor Reporter usernames (jdoeproctor_report_site1, jdoeproctor_report_site2, and

jdoeproctor_report_site3), leaving you with 2 usernames instead of 7. One IA/SM username (jdoe_ia) with Site

Manager access to 3 sites and one Proctor Reporter username (jdoe_proctor_multiple_sites) with access to 3

sites.

PRO TIP: Instead of creating a new Proctor Reporter username, you can search for and edit one of your existing

proctor reporter usernames (jdoeproctor_report_site1) and add the new site assignments to that username. If

desired, rename that username to something that makes more sense (jdoe_proctor_multiple_sites). Don’t forget

to save after making your revisions. Once completed, you would only have to expire or delete 2 Proctor Reporter

usernames (jdoeproctor_report_site2 and jdoeproctor_report_site3) rather than all 3 (jdoeproctor_report_site1,

jdoeproctor_report_site2, and jdoeproctor_report_site3).

Example 2 – Switching your Score Web Service user (the username that downloads scores for your SIS) from IA

or SM to Webservice

If you are currently using an Institution Administrator or Site Manager account to download scores via the score

web service, you will NOT be able to add roles to those usernames. For a cleaner account setup, it is

recommended that you create a Webservice User to download scores, selecting a specific site if you only want

data for that site. Once the Webservice user is configured and you are satisfied it is working properly, you can

expire or delete the IA or SM account that was previously used to download scores.