Assigning User Permissions

Dashboard Owners and administrators can add, invite, delete, and assign users to schools from the Merge 3D Dashboard. Available options may vary depending on your subscription and permission level.

Add or Invite a User

1. Sign in to the Merge 3D Dashboard.
2. Select District from the main dashboard.
3. Select Users to open Manage Users.
4. Select Create or invite a new user.
5. Complete the following fields:
   • Organization: Choose whether the user should be added at the account level or assigned to a specific school.
   • Permission: Select the appropriate permission level.
   • Name: Enter the user’s full name.
   • Email: Enter the user’s email address.
   • User Verification Type: Choose how the account should be created or shared with the user.

Permission Levels

Depending on your subscription, you may see the following options:

• Account Admin
• District Admin
• School Admin
• Teacher
• Parent/Guardian
• Student

User Verification Types

Select one of the following:

• Silently create user: Creates the account without sending the user a notification.
• Notify User of account creation: Creates the account and notifies the user.
• Invite user to join account: Sends the user an invitation to join the account.

6. Select Create.

Note: Users can be assigned to additional schools after their accounts are created.

Delete a User

1. Navigate to District from the main dashboard.
2. Select Users.
3. Find the user you want to remove.
4. Click the three dots located on the right hand side of the user name and select Remove User.

Important: Deleting a user removes the user from the account. If the user only needs to be removed from a particular school, update the user’s school assignment instead.

Assign an Existing User to a School

Depending on your subscription, users may exist at the account level without being assigned to a school. You can assign these users to one or multiple schools as needed.

1. Select Schools from the main dashboard.
2. Select the appropriate school.
3. Select Users to open Manage Users.
4. Under Add Users, search for the user using the Search for an existing user to add to your school field.
5. Select the correct user.
6. Click Add.

You can repeat these steps to assign the same user to additional schools.

Update a User’s Permissions

Administrators can update a user’s permission level as responsibilities change. Locate the user under District → Users or within the assigned school’s Users page, click the three dots located on the right hand side of the user name, select Edit Role and select the appropriate permission level.

Available permission levels and management options depend on your subscription and your own administrative permissions.

Assign a User to Multiple Schools

If a user works across multiple schools.

1. Select a school the user should have access to.
2. Search for the user.
3. Select Add User.
4. Repeat this process for each school. 

The user will now be able to access each assigned school from the Merge 3D Dashboard.

Remove a User from a School

1. Navigate to Users.
2. Find the user you want to remove.
3. Click the three dots located on the right hand side of the user name and select Remove User.

Best Practices

• Assign users only to the schools they need to access.
• Review user permissions whenever a staff member changes roles.
• District Administrators can assign or roster users to one or more schools as needed.
• Verify the user's role after transferring to ensure they have the correct level of access.

What's Next?

Now that you know how to transfer users, you can continue managing your organization by:

• Adding or removing users
• Managing user roles and permissions
• Assigning users to one or more schools
• Managing Lab Codes and student access

See Managing Users and Permissions to learn more.

Now that you've invited users to your organization, learn how to Roster Students using ClassLink, Clever, or a CSV file to quickly populate classrooms and manage student access.