How to add Users to Sessions

How to add Users to Sessions

In iSee there are four ways give users access to sessions:

1. LMS integration

2. Guest invitations

3. Using Groups

4. Adding individuals directly to Sessions

1. LMS Integration

LMS integration or some other type of API mediated access is usually the best solution for managing user access in large educational institutions. Integration with the organisations Learning Management System (LMS) using the Learning Tools Interoperability (LTI) framework or a custom API driven solution is something that is arranged on an institution by institution basis. Contact us at iSee to discuss integration for your organisation here.

2. Guest Invitations

Guest invitations allow you to invite others to a session without the need for them to have an iSee user account. Using guest invitations to connect users to your sessions is covered here.

3. Using Groups

Step 1 - Creating a Group

iSee allows you to create group lists of users within your organisation. Once a group has been created it can be connected to one or many sessions, with the user roles set separately for each session.

This is a simple and useful tool for administering classes of students or project teams that may be accessing several different sessions during their operation.

As with session creation, you will need Admin access for your organisation to create and manage groups (see here).

If you have Admin access for your organisation go to the 'Groups' tab for your organisation to view existing groups and add new ones (see below)


To add a new Group click the '+ Add new record' button. Enter the name of the group you would like to create and click 'Update'.  

Once you have created a group you can add users and connect it to sessions by clicking on the group name (in blue). The Members tab shows the existing members of the group and allows you to add new members to the group by selecting the '+ Add New Record' button. Note that you can only add registered iSee users to a group. To create user accounts using the individual or batch upload methods see here.

If you have a large number of users to add to a group you can add them all at once using a comma separating a string of valid iSee user names (no spaces) e.g. 'username1,username2,username3,....,usernamelast,'. Note the comma at the end of the string.

Step 2 - Adding session connections to the group

Select the 'Sessions' tab for your group and click the '+ Add new record' button. Note that you can connect the same group to many sessions if you wish by repeating this process for each session you want the group to be connected to.

Once the edit window has opened, use the drop down fields to select the session and role for the group you would like in that session.

The permissions for the Public Roles available to all organisations are in the table below. You can also create or edit custom roles for your organisation by following the instructions here.

4. Adding individuals directly to Sessions

Some times it is more efficient to add people directly to a session rather than first adding them to a group. This is usually when a person needs only to have access to a small number of sessions, or there is no clear group structure amongst an organisations users.

To add users directly to a session, first go to the list of sessions for your organisation via the 'iSee System' -> 'Organisations' drop down menu pathway. Then open the session you would like to add users to by clicking on the blue session name.

Opening your session will show the list of users directly connected to the session (this excludes those connected to it via a group or guest invitation). You can edit or delete directly connected users by clicking on the Edit or Delete buttons for their record. Note also the 'Images' tab which is used here to add signage content to the session.

To add additional users to the session click the '+ Add new record' button which will open the edit popup window. You can then add new users to the session either one by one or as a comma separated string of user names just as you would adding a string of users to a group.

Select a session role for the users and add them but clicking the 'Update' button. For more information on roles see here.

Adding multiple individuals directly to a session

To add multiple users to the session click the 'Import Batch' button which will open the 'Batch Session User Upload' popup window. You can then download the spreadsheet template to fill out.

Once you have filled out the spreadsheet, click 'Select files...' and select the .CSV file that you generated after following the instructions on the template.

Once the file is selected, click 'Submit'.

All the users should now be added to your session. If there are users missing, they might have been incorrectly added in the spreadsheet. If this is the case, you can either fix the error and try again, or just add the users individually as described above.