How do I manage members in the Admin Plus license?

WeVideo Agent
WeVideo Agent
  • Updated

The Admin Plus license owner and super admins can add, edit, or remove users in the license from the Members page in Admin Plus. Please see this article for more information on managing members in Admin Plus.

In this article:

Access the members page in Admin Plus
Edit members
Add members to the license

Access the members page in Admin Plus

Switch to the Admin Plus space in WeVideo.

Log in to WeVideo as the license owner or the super admin, click the drop-down at the top, and switch to the Admin Plus space.
 

Select the members tab from the sidebar.

Select the Members tab on the sidebar to switch to the Members page.
 

The members page in WeVideo Admin Plus.

On the Members page, you can examine the following information:

  • Users list: A list of members in the license with their names, email addresses, roles, last active date, building, join date, account creation date, account status, and storage usage.
  • Usage overview: The license and storage usage of the account is detailed as follows: Total reflects the available licenses and storage, Used shows the amount consumed by users, and Allocated represents what is distributed to buildings. Licenses and storage must be assigned to buildings before users can use them. Please see this article for more information on allocated licenses and storage to buildings in Admin Plus.
     
Click the bar chart icon to toggle the usage overview panel

To toggle the usage overview panel on and off, click the bar chart icon at the top right of the window.

Edit members

Change buildings

Select the members and click the change building option.

Select the members you want to move to a different building by clicking the checkboxes, then click the Change Building option at the top.

 

Select the target building and click Continue

Select the target building from the list and click Continue.
 

Confirm moving the members and click Change.

After moving to the new building, users will retain access to their content, but the group memberships will be removed, and content previously shared with “Everyone” in the original building will be unshared. If confirmed, click Change to move the users to the new building.

 

Adjust user role

Click the pen icon next to the role column of the member.

Click the pen icon next to the user's role in the role column.

 

Select the new role for the user.

Select one of the following roles for the users:

  • Super Admin: Users set as Super Admins will have access to the Admin Plus page and can adjust all settings there as the license owner. Please note that users must be assigned to their building’s admin before they can be assigned as super admins for the license.
  • Admin: Users set as Admins can access the Admin page for their buildings and adjust their members and settings. Please see these articles for more information about building admin.
  • Teacher: Users set as teachers can create classes and assignments for their learners in their buildings.
  • Student: Users set as students can join classes in their buildings and complete assignments for those classes.
     
Click Save to save the change.

Click Save to save the changes.
 

View users’ details

Click the user name to view its details.

Click the user’s name on the Members page to view their details.
 

User's details page include the user's information, usage, and activity.

On the details page, you can find information on the user's usage and activity. You can also assign users to groups, change roles, or remove users by clicking the related button in the lower-left corner of the page.
 

Masquerade as users

After enabling the masquerade option on the Settings tab, super admins can masquerade as users in the Admin Plus license to view their accounts, projects, and classes. 
 

Super admins can not masquerade as other super admins

Please note that you can only masquerade as lower-tier users (admins, instructors, and students) and cannot masquerade as other super admins.
 

Select the Masquerade option from the action menu.

Click the triple-dot action button next to the user’s account on the Members page, then select Masquerade from the list.
 

Click the start masquerading button to start.

Click Start Masquerading.
 

When masquerading into user's account, you can view all the content in it.

You will then be directed to the user’s account, where you can adjust their account settings, view and edit their projects, or access their classes and assignments if needed.

 

Click the Exit button to end masquerading.

To end the masquerade process, click the Exit button on the banner in the lower right corner of the window.
 

Remove users from the license

Select the members and click the delete option

Select the members you want to remove by clicking the checkboxes, then click the Delete option at the top.
 

Select to permanently delete users or convert them to expired trial account, then click next.

Select whether to permanently delete the selected members’ accounts or convert their accounts to expired trial individual accounts so they can join other licenses and retain their content. Click Next to proceed.
 

Choose whether to keep copies of the deleted users' files, then click Remove.

Select whether to keep copies of the deleted accounts' exports and uploads, then click the Remove button to remove them from the license. Please note that the copied media will be stored in the license owner’s media library and will consume storage space in the license.

Add members to the license

There are three methods to add users to the Admin Plus license:

Import users method Suitable scenario
Bulk update members with CSV upload
  • Create multiple new users for various buildings in the license
  • Move multiple users to different buildings
CSV upload for a selected building
  • Move users who are already in the license to a selected building
Add new users with an invite code, registration link, integration, or CSV upload
  • Create new users for the selected building in the license.
  • Add users with existing accounts to join the license.

Bulk update members with CSV upload

This method is suitable for the following scenarios:

  • Create and add multiple new users to various buildings in the license
  • Move multiple users to different buildings
Note: For users who already have a WeVideo account but are not on the Admin Plus license yet, follow the instructions below to add them to the license.
Click the Bulk update members button on the Admin Plus members page.

Select the Members tab in the sidebar to open the Members page in Admin Plus, then click the Bulk Update Members button at the top of the page.

 

Fill out the CSV file and upload it to WeVideo.

Download the CSV template here or from the pop-up window and fill out the required fields. Please note that the passwords must meet the following requirements:

  • At least 8 characters
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one number
  • At least one special character
Click the upload CSV button to upload the CSV roaster.

Click the Upload CSV button to upload the completed CSV roster from your device.

 

Preview the users from the CSV and click Import and Update members to add them to the license.

The members in the CSV file will be listed for preview. If all the information is correct, click Import and Update Members. The users are now in the license and will be added to the buildings according to the information in the CSV file.

Users type After updating members with the CSV file
New users without WeVideo accounts WeVideo will create new accounts and assign them to buildings based on the information in the CSV file. Users can access their accounts with the email and password in the file.
Existing users in the Admin Plus license If the buildings listed in the CSV file differ from their current buildings, they will be moved to the new buildings accordingly. If not, their account will remain untouched.
New users with Free WeVideo accounts Will not be added to the license. Please follow the steps below to invite these users to the license using the invite code or registration link.
New users with WeVideo accounts in other licenses Will not be added to the license. Please ask them to inform their current license owner to remove them from the license and convert their accounts to Expired Trial WeVideo accounts. Then follow the steps below to invite these users to the license using the invite code or registration link.

CSV upload for a selected building

This method is suitable for moving users who are already in the Admin Plus license to a selected building.

 

Switch to the buildings page and click the building title to launch it.

Switch to the Buildings page, then click the building where learners should be added.

 

Select the members tab on the page.

Select Members from the building’s admin page.

 

Click the Add Members button on the Members page.

Select Add Members.

Select the first option on the window to move existing users to the building.

Select the first option to move users already part of the license to the building.

 

Upload the CSV to move members to the building.

Download the CSV template, enter the users’ information, and upload the CSV to add these users to the building. Please note that the passwords must meet the following requirements:

  • At least 8 characters
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one number
  • At least one special character

Add new users to the building

This method is suitable for the following scenarios:

  • Create new users for the selected building in the license.
  • Add users with existing free accounts to join the license.
Switch to the buildings page and click the building title to launch it.

Switch to the Buildings page and click on the building where learners should be added.

 

Select the members tab on the page.

Select Members from the building’s admin page.

 

Click the Add Members button on the Members page.

Select Add Members.

 

Select the second option to add new users to the building.

Select the second option to add new users to the building.

 

Select one of the four options to add users.

There are four options to add new users to the building:

  • Invite Code: Generate an invite code for users to enter and join the license. Users must first sign up for WeVideo accounts or have expired trial accounts and then enter the invite code to join the license.
  • Registration Link: Create a registration link for users to sign up or log in. Users who sign up or log in via the link will be added to the associated buildings. If the users are already part of the license but in a different building, they will be moved to the associated building after logging in through the link.
  • Integrations: Enable SSO integrations for the building. Users who log in via the connected SSO option will automatically be added to the building. Please see these articles for more information about WeVideo’s SSO integration options. The SSO integrations can also be set up for the entire Admin Plus license with the instructions in this article.
  • Import from CSV: Download the CSV template, enter the users’ information, and upload the CSV to create accounts and add them to the building. If the emails are already linked to existing accounts, they cannot join the class through the CSV upload. Please share the invite code or registration link with them so they can join the building.

For more support and troubleshooting, visit our Help Center. New to WeVideo? Try for free or contact our team to learn more.

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