How to Manage Academy Settings in WizIQ

            Hello and welcome to this video tutorial. In this video, we will talk about the roles and responsibilities of an administrator in WizIQ platform.

            The first step is to log into the platform as an administrator. On the landing page, a list of all the courses is displayed, created by various instructors who are registered to the Academy.

            On the top-left ‘Menu’ option, there are different fields. The first field is the ‘Library’. So, under the content library are all the content files which exist in the online academy. The administrator has two major responsibilities when it comes to the online courses and classes. First one is that the administrator may create a course on instructor’s behalf. Secondly, he/she assign that course to an instructor.

            For example, let’s say that I am creating a self-paced course and if I want this course to be assigned to Nitesh, who is a registered instructor in my training academy. Then I will choose his name, and I will go ahead with the regular steps of course creation.

            Once I publish this course, Nitesh will be able to see the course when he logs into the platform. Admin may add multiple co-instructors to this course.

            However, this privilege is also available with the teacher/instructor. Which means once the course has been created by the Admin and assigned to a particular instructor, then he/she may decide whether he/she wants to have co-instructors in his course or not.

            Likewise, we have the same setting for the live classes as well. So whenever an admin is creating a live class on an instructor’s behalf, they will see a form wherein to enter the basic details. To assign it to some instructor, let’s say, Vaibhav (who’s a registered instructor in this academy), select Vaibhav’s name in instructor setting . Once the class is created, this particular session will be assigned to Vaibhav. Whenever Vaibhav (instructor) logs into the platform, then he will have an option of launching the class too.

            These are two important roles which an administrator plays whenever it comes to online courses and live classes.

            In the main ‘Menu’ there is an ‘Academy Settings’ option which is very important from the administrator point of view. Here, we have the option of ‘User Management’. Through this feature the admin will manage users. Administrator can i) register ii) change roles iii) track, and iii) download reports.

            User management starts with the registration process. Admin may register new users into the Academy either by manually entering an email, or by uploading a bulk CSV file. So if admin downloads the CSV template, they will find several fields. Within this, admin has to enter details corresponding to every user, such as their email id, first name, last name, candidate profile- ’about’, phone numbers, designation, the organization they belong to, who is their manager of what is the kind of role? So if the admin wants to add somebody as a ‘learner’, he/she should specify ‘learner’, and if admin want to add somebody as an instructor, then he/she specify instructor corresponding that user.

            Once prepared, drag and drop the file and click on ‘Register’ option. Once this registration is done, each participant will receive an email notification. From the time of the email receipt, they may get started their online learning journey.

            Under the ‘All’ tab, admin has the entire list of users. In case of multiple administrators, they will see them listed under the ‘Admins’ tab. The instructors can be tracked from the ‘Instructor’ tab; and Learners from the learner tab.

            To change a user’s role then click on ‘Change Role’ option (burger menu beside the name), and then decide whether to assign the user a learner role, or multiple roles.

            Once done, click on ‘Save,’ and that particular role will be assigned to the user.

            The other features Admin has, is of editing the profile of a specific user.
            By selecting the name of a particular user, and clicking on ‘Edit Profile,’ admin will be able to change his email id, password, or profile details.

            Once done, go back to the ‘User Management’ screen and check the availability of alphabet wise filters. So in case admin wants to filter users by their names; they will apply the filter, and the corresponding users will get listed on the screen.

            There is a ‘Verified’ field, which indicates, whether the user accepted the email invite.

            To remove the users from the academy, select the user from the relevant list and click on ‘Unregister’ and ‘confirm’. The corresponding users will get deleted from the academy.

            In the Admin Settings page, Admin will find a ‘Transaction’. Track all monetary transactions which happen against the paid courses and classes under this tab. This tab will show display the name of the user, the phone number (if mentioned), amount paid, transaction ID, product purchased (whether it is a self-paced course or a live class (scheduled course) and the date of purchase.

            To download the transaction report select the timeline, and export that report to an excel file. In the ‘Account Settings’ option, see the plan which has purchased. Admin can see the start and end dates, the total number of attendees, the maximum number of learners allowed, numbers of virtual rooms purchased, and storage is allowed in the particular account.

            Thank you so much for watching this video tutorial.

            I hope that this video will help you to administer and manage your activities as an administrator in WizIQ.
            Updated: 26 Apr 2018 04:38 PM
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