Cloud Streaming - Registered Accounts

Registered accounts are created directly on the Swank Cloud Streaming portal by an Administrator. This can be done by self-registration, as individual accounts, or as a bulk load. 

Table of Contents

1. Instructor Self Registration (recommended)
2. Add Individual Users
3. Bulk Import a List
4. Modify Existing Registered Accounts
5. Device Limits

Instructor Self Registration

Note: Swank will need to enable the Self Registration option and will require any email domains that should be allowed to self-register. User instructions for self-registration can be found here: Instructor Self Registration

If your organization requires a Self-Registration Code, it can be managed on the Authentication page from your Swank Admin account. If your code has expired, you can click on the Create New Registration Code button.

From this panel you can set the expiration date and number of uses if desired:

Add Individual Users

1. Login to your streaming portal with an Administrator account
2. Navigate to the Users section on the left menu
3. Click Add User
   • 
4. Complete the Personal Information form. 
   • For Accounts with a Basic or User Role
     • An Email and Role are the minimum requirements, 
   • For Accounts with an Instructor or Admin Role
     • First Name, Last Name, Email and Role are required.
   • Additional information on user Roles can be found here: Cloud Streaming - User Roles
5. Click Save
   • The user will receive an email to verify the email address and activate the account.
     • 
   • On their initial login they will be prompted to create a new password.
     • 
       • Note: The password must be at least 12 characters long.

Bulk Import a List 

Note: You will not be able to import/update a user who already has an account. 

The bulk import file must be a CSV containing columns with the headings:

• Email
• Optionally, Role, FirstName, LastName, and Department columns can be added.
• FirstName and LastName are required for Instructor and Admin roles, but optional for all others.

1. Create a CSV file with the appropriate headers including spacing and case sensitivity. 
   • Example:

     • 

2. Click Import Users
   • 
3. Click Select  and open your CSV file
   • 
4. Click Import
   • 
5. The status of your import will be displayed
   • 
6. The users will receive an email to verify their account. You will see a checkmark under Verified when the account is ready. 
   • 
   • If needed the user can resend the verification email when logging in for the first time.

• 

Modify Existing Registered Accounts

Note: Only an Admin level account can modify existing accounts of other users.

From the Users page select the dropdown menu to the right of the account you would like to modify and select the action you would like to take.

• Edit Profile - Modify user information.
• Manage Devices - See Device Limits below.
• Lock - Prevents user from logging in.
• Delete - Delete account from your registered users. (Note: If you receive a message "Error: Error deleting user" it is an indication the account has made title requests previously, and you will not be able to delete it since it has other associated records in the database. You can lock the account and set it to a basic role to minimize access to the portal.)
• 

Device Limits

Users who have reached the maximum number of allowed devices (10) will be presented with the following error message when attempting to sign in:

• "This account has exceeded the number of devices permitted. Log into your account from a previously used device and manage the list of devices associated with your profile."

To avoid this error, registered devices can be cleared using one of the following methods:

1. Log into the account from a previously used device and clear devices by going to Device Manager.
2. Navigate to the Users Manager area from an account with the Administrator role 
   • 
   • On the far right of the affected account, you will see a drop-down menu with the Manage Devices option. 
   • 

Both of these methods will bring you to a screen where you can select the logged devices and remove them.

• 

Notes:

• Device tracking applies only to registered users of non-shared accounts.
• Proxy users, Single Sign On (SSO) users and IP authenticated users are not affected.
  • Accounts classified as "shared" are not affected.
• Please bear in mind that every browser on every device used with this account counts as a different device. 
• Browser upgrades are not considered new "devices."
• A user clearing browser cookies without "de-registering" a device will result in an abandoned "device" remaining in the user's list.
• Users who frequent the service from a computer lab setting will likely reach their maximum number of allowed devices very quickly.
• Computer lab environments that clear browser cookies after every log-out will cause users to hit their device limit even more quickly.