Depending on the login type used by your school, the way you add users to the Upswing platform differs. This article goes into the different methods Upswing administrators can add individual users (students, tutors, advisors, etc.) to the Upswing platform based on the login system employed by your institution.

SSO Login Type: Adding New Users to Upswing

If your Upswing login system is integrated with your institution's login system using SSO, you will not be able to create accounts for users within the Admin Dashboard. In order for a user to create an Upswing account, they will need to log into Upswing using the credentials they use to log into their school accounts.

When a user logs into Upswing for the first time, an account will be automatically created for them. Any new user that logs into Upswing will automatically be assigned the role of a Student when they first log in. If the user is not a student, their role will need to be updated in the Admin Dashboard! Please follow the steps below to change the role on a user's account after they've logged in for the first time:

Access the 'User Administration' Tab in the Admin Dashboard.
After logging into the Admin Dashboard, click on 'User Administration' from the left-hand menu. Once here, make sure you have 'Users' selected in the drop-down menu below 'Select Admin Functions View:'.
Search For the User.
In the 'User List' table, search for the user to locate their account.
Edit the User's Role.
Because this user logged in using SSO, their account was automatically assigned the role of a 'Student'. If this user is not a student, you'll need to edit the role assigned to their account to the correct role. To do so, click on the yellow pencil icon next to their role.
Select the Correct Role.
A pop-up window should open, prompting you to provide the user's new role. In the drop-down menu next to 'New Role', select the role you'd like this user to have.
Click 'Change Role'.
Once you've selected the correct role for the user, click on the green 'Change Role' button to assign the role to the user.
Success!
You should now see the correct role associated with the user! The user can now log into Upswing with the role you've assigned to them.

Basic Login Type: Creating New Accounts for Users

If your school uses the basic login system, individual users will create an account by providing their personal information and email address. Once a user creates their account, they will receive an account verification email, prompting them to verify their account and set their password.

Creating an Upswing account on a user's behalf follows a similar process! Administrators can create accounts for individual users within the Admin Dashboard by providing the user's personal information. Depending on how your school's account creation process is configured, the new user may need to verify their account from the account verification email sent to the email address you provided. Please follow the steps below to create an individual user's Upswing account:

Access the 'User Administration' Tab.
After logging into the Admin Dashboard, click on 'User Administration' from the left-hand menu. Once here, make sure you have 'Users' selected in the drop-down menu below 'Select Admin Functions View:'.
Click 'Add User'.
In the top-left corner, click on the 'Add User' button to add a new user.
Provide the user's personal information.
A pop-up window should appear, prompting you to provide the user's personal information.
Select the Role of the user you're creating.
In the drop-down menu to the left of 'Role', select the role you'd like to assign to this user. In this example, this user is assigned the role of a tutor.
Click 'Add User'.
Once you've provided the user's information, click on the green 'Add User' button in the bottom-left corner of the pop-up window.
Success! The User's Account is Created!
Depending on the way the account creation process is configured for your institution, accounts may be automatically verified once they are created. As shown in the screenshot below, we can see that this tutor's account is already verified because the button in the 'Verify/Deverify' column is red and reads 'Deverify'.

However, if accounts at your institution are not automatically verified, a newly created user may look similar to the user in the screenshot below. In this example, an account was created for a student, and we can see that the button in the 'Verify/Deverify' column is grayed out. Instead of the student's account being automatically verified, the student received an email prompting them to verify their account. Once the student verifies their account from their email, they'll be able to access Upswing!