Once you have determined how you want to structure your Canvas account and how Canvas should function for your institution, it is time to set up your account.
In this lesson you will learn how to manage account settings for your entire account, create account-level user roles, add admins to your account, and create your Canvas account structure.
Note: This lesson explains how to manually create your Canvas account structure. However, you can also add admins and create your Canvas account structure using the SIS Import Tool. Learn how to use this tool in Lesson 2.
As an admin, the settings you select for your Canvas account will affect how Canvas functions for your users. These settings will also trickle down to the sub-accounts you create in your account.
Some settings, like language and time zone selection, can be modified by individual users and per course, but you’ll establish the defaults.
To access your account settings:
From the Settings tab, set the details for your account.
To learn more about account details, view How do I set details for an account?
Whenever you add a user to Canvas, you must specify their user role. User roles identify what a user can do within Canvas. A role must exist in an account before any user may be added to the role.
By default, Canvas includes one account-level administrative user role. This role comes with unrestricted access to Canvas. However, not every administrative user needs an all-access pass to Canvas. Before adding administrators to your Canvas account, create additional account-level user roles and preselect their Canvas permissions.
View more information about account level permissions.
To add an account-level user role in your account:
To adjust or manage permissions for account user roles:
Learn more about setting permissions for account-level user roles.
Once you have created differentiated account-level user roles, you can add admins to your account.
To view your account admins:
To add an admin to your account:
Note: New admins can be bulk added to your Canvas account using the SIS Import tool.
Your Canvas account starts with one root account. To establish your account’s structure, or hierarchy, you will create sub-accounts.
Most institutions organize sub-account structures to mirror their Student Information System (SIS) or registration system. For example, sub-accounts can be created for individual colleges within a university, or for schools within a district. Sub-accounts can also be created within sub-accounts, such as when a college subdivides into departments that subdivide into programs, or a school that subdivides into grade levels that subdivide into specific subjects.
Learn more about hierarchical structures in Canvas.
Note: Sub-accounts can be bulk added using the SIS Import Tool.
To add sub-accounts to your account:
You can follow these same steps to add a sub-account to a sub-account. To add a sub-account under another sub-account, click the Add icon next to the name of the sub-account .
Note: You can bulk-create sub-accounts using the SIS Import tool.
Check out these resources to help you become familiar with Canvas.
The Canvas Community is an online community of Canvas users from around the world. It houses a space for Questions and Answers about Canvas, and a variety of groups, including the Canvas Administration group.
SIS Import Tool