Adding and Updating Users

There are several different options for creating and editing users in SmarterU. These are:

• User Profile workscreen
• Quick User Add workscreen (creation only)
• User import
• API
• Just-in-time user creation

Each of these options is described below along with when you might want to use them. The grid below provides a high-level overview of the options.

User Profile Workscreen

The User Profile workscreen lets you manually enter information and select the settings for a user. 

The User Profile workscreen is 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

The Quick User Add workscreen lets you quickly add a user with the minimum amount of information. 

The Quick User Add workscreen is 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

The user import lets you add or update users using a CSV file with the users' information.

The user import is 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

SmarterU's API (Application Programming Interface) lets you create and update users from other systems. The API is 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

Just-in-time user creation automatically adds new users to SmarterU when they log into an external system like Google, Microsoft, or Okta.

Just-in-time user creation is best for:

• Accounts that have external authorization and SAML enabled.
• Organizations that have technical resources.