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You can add a user as an admin to an account in Settings.
When you assign a user as an admin in the root account, that user has all privileges in any sub-account. You might consider assigning users as admins only in the sub-account for which they are responsible.
Once you add a user, if they already have a profile in Canvas, they will receive an email notifying them that they are now an admin for the account. If an added user does not already have a profile, they will receive an email with a link to create a profile and access the account.
After you have added a user as an admin, you cannot edit the admin user's account. To make changes, you must remove the admin account and add the user again.
Notes:
- To add a user as an admin, you must assign the user to an account role. Before adding a user, ensure that you have created the necessary account-level role.
- Your administrative user list includes the Conditional Release API, Outcomes Service, and New Quizzes Service, which are currently included in all accounts for MasteryPaths, Outcomes, and New Quizzes. The API users will be removed from the list in a future release.
Open Account
In Global Navigation, click the Admin link [1], then click the name of the account [2].
Open Settings
In Account Settings, click the Settings link.
Open Admins
Click the Admins tab.
Add Account Admins
Click the Add Account Admins button.
Add Admin Role and Email
In the Add More drop-down menu [1], set the admin role type. The default admin role in Canvas is Account Admin which has access to all account-level permissions. You can also create admin roles for your institution and manage their permissions.
In the text box [2], type the email address of the user.
Click the Continue... button [3].
Note: Once you add a user as an account admin, they will have all permissions listed on the Permissions page for the selected role. Additionally, you cannot edit an admin account after you create it. If you need to change an admin user's role, you must delete their admin account and add it again.
Add Account Admins
Verify the user you added is listed in the admin field [1]. Select the OK Looks Good, Add this [#] User button to add the admin [2]. Click the Go back and edit the list of users link to adjust any errors [3].
A message will appear in your browser.
Verify New User
Verify the new administrative user was added.
When enabled, the Temporary Enrollments feature option allows you to temporarily enroll various users such as mentors, substitute teachers, designers, and other roles into other user's courses as needed.
This feature allows authorized admins to quickly share all or some enrollments from a Provider to a Recipient, with the ability to schedule when enrollment should begin and end, and what role the Recipient should receive. Once established, Temporary Enrollment Pairings can be viewed and managed.
Notes:
- To use this feature option, you must have the following permissions: Temporary Enrollments-add AND one of the following: Users Designer-add, Users Observer-add, Users Students-add, Users TAs- add, Users Teachers-add, SIS Data-read.
- When Temporary Enrollments is enabled, sub-account admins can create temporary enrollment pairings. Additionally, Root Account admins can manage temporary enrollment pairings in all sub-accounts.
Open Account
In Global Navigation, click the Admin link [1], then click the name of the account [2].
Open People
In Account Navigation, click the People link.
Locate User
When creating temporary enrollments, a Provider is a user whose courses are shared with another user.
To create a temporary enrollment pairing, locate the Provider. Then click the Temporary Enrollment icon.
Add User Details
A temporary enrollment recipient is a user who receives access to a user's courses. To find a recipient of temporary enrollments for a user, search for a user by Email Address, Login ID or SIS ID [1]. Then click the Next button [2].
Note: Depending on your institution's preferences, some 'Add recipient by' options may not be available.
Assign Temporary Enrollments
Add the date and time the recipient should receive access to the course(s) using the Begins On and Time fields [1]. Add the date and time the recipient's access should end using the Until and Time fields [2].
To select the user's role, click the Select role drop-down menu [3].
By default, when a temporary enrollment ends, the enrollment is deleted. To select a different ending enrollment state, click the Ending enrollment state drop-down menu [4].
By default, active and published courses where the Provider has an Instructor-based role are selected. Click the checkbox next to each course(s) the recipient should have access to [5].
Click the Submit button [6].
Notes:
- The time and role fields are stored in local browser storage and display the most recent selections in new workflows until the local browser storage is cleared.
- Temporary enrollment recipients are restricted to the same course section(s) as the provider.
- Temporary enrollments are not available for concluded courses.
- When enrolling a recipient with more permissions than the provider in a course, a tooltip states that the recipient will have different permissions than the provider in the enrolled course.
- When creating a temporary enrollment pairing from a provider in a sub-account, only courses within the sub-account hierarchy are available. To pair additional courses, you must create the temporary enrollment pairing from within the sub-account or root account that contains the courses.
You can manually add courses in your account in the Courses page. Watch a video about courses.
If a course template has been selected in your account, content from the selected course will be copied into your new course. Course copies may not include all content. For more details, please view the course import lesson. Creating a course from a course template does not impact file quotas.
Notes:
- Courses added manually in Canvas are not linked back to SIS data and are not affected by SIS imports.
- To link a manually created course with an SIS ID, edit the details for a course section.
- Courses can also be added through SIS Imports. Courses added manually in Canvas are not linked back to any SIS data (though they could be by associating an SIS ID) and are not affected by SIS imports.
Open Account
In Global Navigation, click the Admin link [1], then click the name of the account [2].
Open Courses
In Course Navigation, click the Courses link.
Note: When you open an account, the account defaults to the Courses page.
Add Course
Click the Add Course button.
Add Course Details
In the Course Name field [1], create a name for the course.
In the Reference Code field [2], create a reference code for the course. The reference code is also known as the short name or course code and is displayed at the top of the Course Navigation Menu and as part of a student's course card in the dashboard. The code is also referenced in the account Courses page.
In the Subaccount menu [3], select a sub-account for the course. You can type the name of a sub-account to search sub-accounts or select a sub-account from the drop-down menu. Menu options are based on the sub-accounts already created in your account.
In the Enrollment Term menu [4], select the term you want to associate with the course. You can type the name of a term to search terms or select a term from the drop-down menu. Menu options are based on the terms already created in your account.
Add Course
Click the Add Course button.
Open New Course
View the success message. To open the course, click the Go to the new course link.
As an admin or sub-account admin, you can create an account calendar with events and important dates that display for users. In Canvas Calendars, instructors, students, and observers have the option to subscribe to Account Calendars in the Other Calendars section.
Note: You must make the account calendar visible before adding events.
Open Calendar
In Global Navigation, click the Calendar link.
Add Account Calendar
Click the Add icon.
To add additional calendar(s) to your Canvas calendar, click the checkbox next to the calendar [1] and click the Save Changes button [2].
Add Event
Click any date on the calendar to add an event [1]. Or, click the arrows next to the month name to navigate to a different month [2] and select a date.
If you don't want to manually locate the date, you can click the Add icon [3].
Add Event Details
Enter a title for the event [1].
Depending on how you added your event, the date may be populated for you. If not, enter a date in the date field [2].
The calendar times may also be populated for you in the From fields [3]. To edit, use the dropdown or enter the start and end time for your event. To create an all-day event, leave the From fields blank so there is no start and end time for your event.
In the Frequency drop-down menu, you can set recurring calendar events [4].
You can enter a location [5].
In the Calendar drop-down menu [6], select the account calendar [7].
Submit Event
To add additional details to your event, click the More Options button [1]. You can use the Rich Content Editor to add a description or resource links and add an address location.
If you only want to create the event as a placeholder and add details later, click the Submit button [2]. You can edit your event at any time.
You can add new users to your account. Users can only be added at the account level. Only root account admins can add users to an account.
If you use SIS Imports, you do not need to add any users to your account, as they can be added through your student information system (SIS).
Account Invitations
When a user account is manually added, Canvas gives an option to generate an account invitation. If this invitation is sent, the user is invited to complete the registration process by creating a password. Once the user has an account, the user can also be added to a course. If a user is invited to a course without having an account, the user will have to create an account before accepting the course invitation.
When users are invited to a course manually, they can view the course invitation link in their email and click it to view a preview of the Canvas course. To officially accept, they must click an Accept button in the Canvas interface. However, if you prefer to disable course previews and have users automatically join the course when they view the Canvas course, please contact your Customer Success Manager to disable invitation previews.
Email Addresses
Canvas identifies users by email address. When students are added to a course, Canvas attempts to reconcile any email address conflicts when the user first logs in to the course:
- If the user does not have a username in the course's root account, the user's email address is linked to another user within the account, or the institution does not use delegated authentication if open registration is enabled, an account will be created for the user. Adding an email address that is not already linked to an account will only work if Open Registration is enabled.
- If the email address is already associated with an account, the student will be asked to log in to Canvas using his or her existing email address.
- Sometimes a student may be using multiple email addresses within Canvas. If a student responds to an account invitation at one email address, but is logged in to Canvas using a different email address, the student will be asked if they want to link both addresses to the same account.
Notes:
- You can also add a user to a sub account by adding them to a course associated with the sub account.
- If enabled for your institution, you can create temporary enrollments. Temporary enrollments allows you to give a user access to another user's courses for a specific time frame.
Open Account
In Global Navigation, click the Admin link [1], then click the name of the account [2].
Open People
In Account Navigation, click the People link.
Add User
Click the Add People button.
Add User Details
Complete the following fields:
- Full Name [1] is used for grading, SIS imports, and other administrative items.
- Display Name [2] is the what other users will see in discussions, announcements, etc. The user can set his or her own display name if the setting is enabled.
- Sortable Name [3] is the user's last name, first name default. This name appears in sorted lists and admins can search for it.
- Email [4] is used as the user's default email address in Canvas. Emails are used to send course notifications.
- SIS ID [5] is the SIS ID of the user. This field is only used for institutions using SIS imports and only displays to you if you have the correct account-level SIS permissions.
- Email the user about this account creation [6] is an option to send the user an email about his or her new account. This option is selected by default. If you do not want the user to be notified about the account, deselect this checkbox.
Add User
Click the Add User button.
You can create new grading periods for all courses within your institution. Grading periods can only be created at the account level.
Concluded grading periods should never be edited and reused for future terms. Future terms should be added to a new grading period set, with dates defined specifically for the future term. Retaining concluded terms and their associated grading periods ensures accuracy in grading reports.
Grading Periods
Grading periods are created within a grading period set and associated with a term. All courses associated with the term automatically inherit the grading periods created for the term. Each term can only be associated with one grading period set, but multiple terms can be in the same grading period set. Multiple terms can be added to a grading set if the courses in the terms use the same grading periods. Grading periods can be added to the grading period set in any order and are organized by start date. Start and end dates cannot overlap in a grading period.
Grading periods can also be weighted. When this option is enabled, the overall grade for each term is calculated by taking the final grades for each grading period and applying each grading period’s weight.
In the course grading scheme, instructors can view the grading periods associated with the course term.
Close Dates
You can also add a close date to grading periods, which allows you to extend the time that instructors can edit grades after the grading period has ended. By default, the close date is the same as the end date. However, the close date can be edited to any date after the end date.
At the course level, Canvas validates assignments against closed grading periods in Canvas. Currently, Canvas only validates assignments against closed grading periods in the Gradebook and SpeedGrader. Other feature areas will be validated in upcoming releases. For current limitations associated with the close date feature, please view the Close Dates for Grading Periods document in the Canvas Community.
Multiple Terms and Grading Periods
If your institution requires different grading periods to be active at the same time, you can create additional terms and add them to a new or current grading period set. For instance, if your district needs grading periods for both semesters and quarters, you can create a new term for each school and place the terms within different grading period sets—one created for semesters and one created for quarters. In the Terms page, each term will display its associated grading period.
All courses in a term are associated with the grading period. If your institution requires some courses in a term to not be associated with a grading period, you must create a separate term for those courses that is not associated with a grading period.
Notes:
- Once a term is associated with a grading period, the name of the grading period displays with the term in the Terms page.
- Sub-accounts and courses display grading periods in a read-only state; changes can only be made at the account level.
Open Account
Click the Admin link [1], then click the name of the account [2].
Open Grading
In Account Navigation, click the Grading link.
Open Grading Periods
Click the Grading Periods tab.
Add Set of Grading Periods
Click the Add Set of Grading Periods button.
Create Set Name
In the Set Name field, enter a name for the grading period set.
Attach Terms
If you want to attach an existing term to the grading period set, click the Attach Terms field. In the drop-down list, select the term(s) you want to associate with the grading period set. Terms are sorted by date; once a term is selected, the term is removed from the drop-down list. Terms can only be associated with one grading period set.
You can edit a grading period set and add a term at any time.
Set Grading Period Options
You can also choose to set two options for the grading period.
If you want to create each grading period with an individual weight, click the Weighted grading periods check box [1].
When users view the All Grading Periods option in the grading periods drop-down menu, you can allow them to view total grades and any assignment group totals in the course by clicking the Display totals for All Grading Periods option check box [2]. If this check box is not selected, users can still view the total grade within an individual grading period.
Create Grading Period Set
Click the Create button.
Add Grading Period Details
In the Grading Period Title field [1], create a title for the grading period.
In the start date field [2], enter a start date for the grading period. Start dates default to 12:00 AM. You can also use the calendar icon to select a date.
In the end date field [3], enter or select an end date for the grading period. End dates default to 11:59 PM.
The close date [4] defaults to the end date. To change the close date, enter or select a new close date.
If you enabled weighted grading [5], enter the preferred weighted percentage for the grading period. Grading periods can include any percentage greater than zero, and the total sum of all grading periods does not have to equal 100%.
Save Grading Period
Click the Save button.
As an admin, you can create developer API keys for root accounts. A developer API key is a code given to the developer of a third-party application that allows access to certain information and permissions within Canvas. Developer API keys can be used to create custom integrations with Canvas and allow third-party apps to use Canvas authentication. The developer API key uses OAuth2 to enable the application to use Canvas for authentication. For more information about OAuth2, see the Instructure API OAuth documentation.
The developer API key is sent from the application to Canvas when a user requests access. The application asks the user for permission to programmatically create an API access token. When the user authorizes the application, the third-party application will have the same access to information and account permissions as the user that granted access. For more information about developer documents, see the Instructure Github page.
Key Scoping
Developer API Keys includes functionality for key scoping as part of adding a developer API key. Key scoping allows you to control direct access to specific API endpoints for third-party tools.
Note: Developer Keys is an account permission. If you cannot view the Developer Keys link in Account Navigation, this permission has not been enabled for your user account.
Open Account
In Global Navigation, click the Admin link [1], then click the name of the account [2].
Open Developer Keys
In Account Navigation, click the Developer Keys link.
Add Developer Key
Click the Add Developer Key button.
Add API Key
Click the Add API Key option.
Enter Key Settings
Enter the settings for the developer API key:
- Key Name [1]: Usually your app or company name. This field will be shown when users are asked to approve access to their Canvas account on your behalf.
- Owner Email [2]: The email of the person who owns the developer tool.
- Redirect URIs [3]: The domains where tokens are requested. These URIs are not your Canvas URL. To avoid mixed content browser concerns, use https.
- Redirect URI (Legacy) [4]: The URI for the key redirect. This field allows you to set the previous URI for a tool. Eventually this field will be removed.
- Vendor Code (LTI 2) [5]: A unique registered code which identifies the vendor or developer of the third-party tool. This is specifically for LTI 2 tools and apps.
- Icon URL [6]: The URL of the icon for your developer tool. This URL is presented to the user to approve authorization for your tool. To avoid mixed content browser concerns, use https.
- Notes [7]: Any notes about the developer key, such as the reason it was created.
- Test Cluster Only [8]: Creates a developer key that can only be used in the Canvas test environment.
- Enforce Scopes [9]: Allows you to customize access for the key. Otherwise, the key will have access to all endpoints available to the authorizing user.
Save Key
Click the Save button.
As an admin, you can configure an LTI key from the Developer Keys page. LTI keys can be used to enable an external app that supports IMS Global LTI 1.3 and LTI Advantage.
When supported by a tool provider, this framework allows admins to manage all LTI tool configuration data directly in the Developer Keys page. The LTI can then be added to an account or a course via an associated client ID. Specific questions about a provider's integration or potential integration with the LTI 1.3 and LTI Advantage framework should be sent directly to the tool provider.
Notes:
- Developer Keys is an account permission. If you cannot view the Developer Keys link in Account Navigation, this permission has not been enabled for your user account.
- Disabling or deleting the LTI key removes the application installs.
- For more information about LTI integrations, please visit the External Tools Introduction API page.
Open Account
In Global Navigation, click the Admin link [1], then click the name of the account [2].
Open Developer Keys
In Account Navigation, click the Developer Keys link.
Add LTI Key
Click the Add Developer Key button [1]. Then click the Add LTI Key option [2].
Enter LTI Settings
Enter the settings for the LTI key:
- Key Name [1]: The name of the company or external tool.
- Owner Email [2]: The email of the person who owns the external tool.
- Redirect URIs [3]: Redirect URI data should be provided by the tool provider. If you select the Paste JSON configuration method, the Redirect URI field will fill in automatically once you have entered the LTI 1.3 configuration.
- Notes [4]: Any notes about the LTI key, such as the reason it was created.
Select Configuration Method
To select the method you want to use to configure your LTI tool, click the Method drop-down menu.
Enter Manual Entry Details
To manually enter the details for your LTI key, click the Manual Entry option [1].
If the tool provider requests that their tool be set up via manual entry, they will need to provide the details to fill the required fields. Required fields are title [2], description [3], target link URL [4], OpenID connect initiation URL [5], and JWK method [6]. JWK method can be set to public JWK or public JWK URL.
You can also enter non-required details for LTI Advantage services [7], additional settings [8] and placements [9]. Any items selected in the Placements field will display as LTI setting items [10].
Notes:
- If the LTI vendor is unable to provide the information for the required fields, you may want to configure the tool via the Paste JSON or Enter URL option.
- LTI keys created without icons in the Editor Button placement automatically display a default icon with the first initial of the tool’s name in the Rich Content Editor.
- To have the LTI as an assignment submission type, select the Submission Type Selection placement type.
Enter JSON Details
To paste JSON formatting for your LTI 1.3 configuration, click the Paste JSON option [1].
Then enter the JSON formatting in the LTI 1.3 Configuration field [2].
Save LTI Key
To save your LTI key, click the Save button.
View LTI Key
View your LTI key [1]. LTI keys are indicated by the External Tool icon [2].
Each LTI key includes a client ID [3]. Copy or write down the client ID to enable the external tool from your Account Settings or to share it with users to enable the tool in a course.
You can create rubrics for instructors to use across your institution. Instructors can add account-level rubrics to their assignments, graded discussions, and quizzes. Instructors can also create their own rubrics in their courses.
Rubric criteria can include a point range or an individual point value. Rubrics can also be set as non-scoring rubrics, which allows for the use of rubrics without point values.
Note: Currently criterion cannot be reordered after they are added to a rubric.
Open Account
In Global Navigation, click the Admin link [1], then click the name of the account [2].
Open Rubrics
In Account Navigation, click the Rubrics link.
Add Rubric
Click the Add Rubric button.
Add Title
In the Title field, add a title for the rubric. This title helps instructors identify the rubric so they can associate it with an assignment, graded discussion, or quiz.
Edit Criterion Description
The rubric includes one default criterion entry. To edit the criterion description, click the Edit icon.
Note: Currently criterion cannot be reordered after they are added to a rubric. If you want to display criterion in a specific order, make sure you create them in the order that you prefer.
Enter Descriptions
Enter a short description for the criterion in the Description field [1]. To add a longer description to the criterion, enter a longer description [2]. The longer description provides students more information about the criterion. Click the Update Criterion button [3].
Edit Total Point Value
Rubric ratings default to 5 points, awarding 5 points for full rubric marks and 0 points for no rubric marks.
If you want to adjust the total point value of the criterion, enter the number of points in the Points field [1]. The first rating (full marks) updates to the new total point value and any incremental ratings adjust appropriately [2].
Select Range
By default, rubric ratings are created as individual point values. If you want to create a point range instead, click the Range checkbox [1]. Ranges allow you to assign a rating for a range of point options instead of just one point value.
When enabled, the first rating (full marks) shows the total point value in a range format [2]. Each rating displays a maximum and minimum point value. For each rating, the maximum value is assigned as the point value.
Except for the range value display, criterion ranges function the same way as individual point ratings. For instance, a range that includes a maximum of five points and a minimum of three points is assigned the full point value of five points.
Add Ratings
To add a new rating for the criterion, click the Add icon.
Update Rating
In the Edit Rating window, complete the rating criterion description.
By default, the new rating points field displays the point value between the two existing ranges [1]. To change the point value for the rating score, enter the new point value in the Rating Score field. Points can be whole (1, 5, 10) or decimal (0.3, 0.5, 2.75) numbers.
In the Rating Title field [2], enter a title for the rating.
In the Rating Description field [3], enter a description for the rating.
Click the Update Rating button [4].
Update Range Rating
When ranges are enabled, the Rating Score field displays the point value between the two existing ranges. To change the point value for the rating score, enter the new point value in the Rating Score fields.
Point values for range ratings should be whole numbers.
Manage Criterion
To edit a rating, click the Edit icon [1]. Editing a specific rating value affects the full point value for the criterion. If you adjust the point value of a rating, the value of all ratings will adjust and create the updated point value for the criterion.
To delete a rating, click the rating's Delete icon [2]. Note that you cannot delete the first and last rating for the criterion.
To delete the entire criterion, click the criterion Delete icon [3].
Add Criterion
To add another criterion, click the Add Criterion link [1]. To create a new criterion, click the New Criterion option [2]. To duplicate an existing criterion, click the name of the criterion you want to duplicate [3].
To find an outcome to align with the rubric, click the Find Outcome link [4].
Note: Outcomes cannot be edited directly in a rubric.
Create Rubric
Click the Create Rubric button.
View Rubric
View the new rubric.
To edit the rubric, click the Edit icon [1]. To delete the rubric, click the Delete icon [2].
As an admin, you can create developer LTI Registration keys for an account.
Note: Developer Keys is an account permission. If you cannot view the Developer Keys link in Account Navigation, this permission has not been enabled for your user account.
Open Account
In Global Navigation, click the Admin link [1], then click the name of the account [2].
Open Developer Keys
In Account Navigation, click the Developer Keys link.
Add Registration Key
Click the Add Developer Key button [1]. Then click the LTI Registration option [2].
Sign in to Registration URL
Sign into the tool and install the external tool.
Note: This page may differ depending on the external tool being used.
Register App
In the LTI App Settings, admins have the ability to manage the external tool's permissions [1] and placements [2]. By default, all permissions and placements are activated.
Click the checkbox next to the permission to change permissions [3] and click the toggle to hide a placement [4].
Click Enable & Close button to add to your account [5].