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Adding and Updating Users
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Adding and Updating Users
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Article Summary
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There are several different options for adding and updating users in SmarterU. These are:
Each of these options is described in detail below along with when you might want to use them. The grid below provides a high-level overview of the options.
| User Profile | Quick User Add | User Import | API | JIT |
|---|---|---|---|---|---|
When you want to add a large number of users | No | No | Yes | Yes | No |
Can be used to update users | Yes | No | Yes | Yes | No |
Included in Audit Log Report | Yes | Yes | Yes | Yes | No |
Technical experience required | Low | Low | Medium | High | High |
User Profile Workscreen
Overview
The User Profile workscreen is a form that's accessible from the Users Dashboard in SmarterU's admin interface. When you use the User Profile workscreen you manually enter information or select settings for a user.
Best For
- Adding a small number (< 10) of users to your account.
- Updating a handful of settings for a small number of users.
Quick User Add Workscreen
Overview
The Quick User Add workscreen is a scaled-down version of the User Profile workscreen that allows you to specify the minimum amount of information for a user.
An administrator will need to enable Quick User Add for the account and specify its settings.
Best For
- Adding a small number (< 10) of users.
- When you only want to specify the minimum amount of information for the users.
User Import
Overview
With the user import functionality, you'll create a CSV file that includes all the information for the users that you want to add or update.
Best For
- Adding or updating a large number of users.
- When you've exported users from an existing system and want to add them to SmarterU.
SmarterU API
Overview
SmarterU's API (Application Programming Interface) enables you to perform functions such as creating and updating SmarterU users from another system.
Best For
- Adding users to SmarterU from an external system.
- Organizations that have technical resources who are familiar with working with APIs.
Just-in-Time User Creation
Overview
Just-in-time user creation is a feature that's available for accounts that have external authorization and SAML enabled. With just-in-time user creation, a user's account is added just before they're logged into SmarterU from a third-party system such as Google, Microsoft ADFS, Okta, or any SAML 2.0 compatible identity provider with IDP-initiated SSO.
Best For
- Accounts that have external authorization and SAML enabled.
- Organizations that have technical resources.
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