Add or Edit Users / Instructors

A user for the purposes of adding and editing Users / Instructors in MTM signifies an individual who logs into MTM and has a valid user license. This includes administrators, instructors, and various users who have access to Reporting, Dashboards and / or Data Explorer in MTM. These users / instructors can be found listed on the Manage Users / Instructors page.

Other individuals such as Course Report Recipients, Instructor Managers, Students, Conference participants, etc. who are not included in the User / Instructor list can receive surveys, reports and / or access public shared dashboards without an MTM licenses.

Learn more about user types:

• User management overview
• Course report recipient
• Instructor managers
• Create / add classes or Enroll students in conferences (student enrollment)

To add new users / instructors:

1. Login to MTM and navigate to Administration > People > Users & Instructors.
2. Select Add User / Instructor.
3. In the top left of the popup window, select to add a User or Instructor.
4. If your instance of MTM contains more than one Organization, click on the down arrow of this field and select an organization for the new user or instructor.
5. If this new user / instructor should have access to various additional features such as Admin or reporting, etc., click on the down arrow of this field and select a User Group.
6. Click on the down arrow Choose a user group for your user.
   • Any default rights, masking, or automated reports applied at the group level will automatically be applied to the new user.
   • If you are creating an Admin or Reporting user, selecting an Admin or Reporting group will determine the user type; for example, to create a Reporting user, you would need to select a Reporting user group.
7. Add First Name, Last Name and Email Address.
8. If you do not want your new user to receive an email from MTM with instructions on how to log in to their new MTM account, uncheck "Email Login Details".
9. Click Add User.

To edit existing users / instructors:

1. Login to MTM and navigate to Administration > People > Users & Instructors.
2. Search for an existing user / instructor.
3. Click on the Gear Icon for this user / instructor and select Edit

• to change this user’s or instructor’s Organization,
• modify the user’s or instructor’s User Group,
• add or remove the Instructor Manager(s) associated with this instructor.
• by default, the user’s Status is Active. Uncheck this box to change the status to Inactive. This will transfer the user to the Inactive users list.
• by default, the checkbox beside Email login details, is checked. Uncheck this box so that login information will not be sent to the user / instructor.
• add or edit an Instructor External ID.

1. Click on the Gear Icon and select Impersonate to update

• user’s name,
• email address
• password

1. To navigate to the user profile, click on the user's name in the upper right corner and select My Profile from the drop-down.
2. Update First Name, Last Name, and/or Email.
3. Click here to change password.
4. Click Save Changes.
5. Check Notify Profile Update to send an email message to the user.
6. To return to your account, click End Impersonation at the top right of your screen.