Cal State Training Resources

How to Set Up Instructor Access

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This article will cover setting up a user as an instructor.

Need-to-Know

  • There are two different roles in which an instructor is identified, but at a minimum, they need to have the instructor checkbox enabled for them to manage their instructor schedule.
  • If a user wants to have an instructor security role, this can be designated in their profile settings. Go to the Updating Security Roles article for more information.
  • Instructors can manage their own rosters, manage the waitlist, and mark users as completed.

Setting Up Instructor Access

Step 1: Go to Administration > Quick Links > All Users.

Green step one is to click on Administration. Green step two is to click on Quick Links. Green step three is to click on All Users.

Step 2: Search for the user in the user search.

Search criteria can be: First name, last name, CEPID, e-mail address or partial name as the system will start populating as you type.

Search for the user.

Step 3: Locate the user and click on the search results. A mini-profile will slide out from the right hand side of the screen.

Green step one is to click on the user. Green step two is the mini-profile.

Step 4: Click on the name of the user hyperlinked in blue to see their profile details.

Green highlight box showing the location of the name that is hyperlinked.

Step 5: Click on Personal > User Account and Personal Details.

Green step one is to click on the Personal tab. Green step two is to click on User Account and Personal Details.

Step 6: Locate the Instructor (Y/N) field and check the box to enable instructor feature.

Green highlight box showing the location of the Instructor check box.

Step 7: Scroll down to the bottom of the page and click on the Save button.

Green highlight box showing the location of the Save button..

Once you have instructor access, select one of the articles below to perform the desired task:

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