Introduction:
In this knowledge article, we will provide step-by-step instructions on how to add a new user to Production and Staging (test) environments.
Coursedog is an enterprise software platform that allows institutions to manage their academic programs and requirements efficiently. It automates manual administrative tasks, improves communication and collaboration, and enhance operational efficiency.
Prerequisites:
Coursedog user role must be Admin or SuperAdmin to add and/or edit a user record.
Step-by-Step Directions:
| Step # |
Directions |
Screenshot/GIF/Video |
| 1 |
From the Curriculum Management or Scheduling Management dashboard click on Settings. |
 |
| 2 |
Click on Users |
|
| 3 |
Click + ADD USER |
|
| 4 |
Enter user information in the Add New User box.
Required fields will are marked with a red required tag next to the field label.
Required fields:
- First Name
- Last Name
- Email Address
- Set a temporary password (enter 123)
Optional fields:
- Roles
Viewer: view information only
Author: Enter proposal
Bursar
Instructional Coordinator
Program Coordinator
Campus Director/Asst Director
- Primary Department - You may assign only one.
- Secondary Departments – You may assign more than one.
- Products – May assign more than one. Ex: Curriculum or Scheduling
- Default Product — If a user has access to more than one product and a default is not assigned, when they first log in they will be taken to a dashboard where they can choose the product they wish to use. However, if a default product has been assigned, upon login, user will always be taken to the homepage for that product.
- Phone Number
- Address – Including street address, city, state, and zip code.
- Institution ID – Employee ID
- Status – Choose between “Active” and “Inactive”. Inactivating a user will prevent them from being able to log into Coursedog but will allow you to retain a record for them.
- Login Method – Choose “Default”.
Note: Email address is one of the required fields; it is a user’s unique ID in Coursedog and, consequently, cannot be edited after the user is created
|
 
|
| 5 |
How you proceed next depends on whether or not you want the new user to receive an email notification alerting them that access has been created and a password reset is required.
If You Want an Email to be Sent: Select “ADD NEW USER”.
If You DO NOT Want an Email to be Sent: Select “ADD WITHOUT SENDING MAIL”.
|
 |