Canvas Admin Guide This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike License Canvas Admin Guide Table of Contents Accounts and Sub Accounts..............................................................................................................................................9 What are accounts and sub-accounts?.................................................................................................................................................10 How do I organize sub-accounts?..........................................................................................................................................................10 How do I view a sub-account?.................................................................................................................................................................12 How do I create a sub-account?..............................................................................................................................................................14 How do I delete a sub-account?..............................................................................................................................................................17 How do I edit the name of a sub-account?..........................................................................................................................................19 How do I hide a sub-account?.................................................................................................................................................................21 How do I add an administrative user to an account?.......................................................................................................................24 How do I change self-enrollment settings for my account?...........................................................................................................28 What customization options are available in Canvas?.......................................................................................................................31 How do I add custom JavaScript and CSS files to my account?....................................................................................................33 How do I add custom JavaScript and CSS files to my sub-account?...........................................................................................36 How do I access my Canvas beta environment?...............................................................................................................................40 How do I access my Canvas test environment?................................................................................................................................42 What is the Canvas release schedule for beta, production, and test environments?...............................................................44 Admin Tools..........................................................................................................................................................................47 How do I see which Notifications have been sent to a user?.........................................................................................................48 How do I view login and logout activity for a user in my account?................................................................................................51 How do I view grade change activity for my account?....................................................................................................................54 How do I view course activity for my account?...................................................................................................................................57 Analytics................................................................................................................................................................................62 What are Analytics?...................................................................................................................................................................................63 How do I view Analytics for my account?............................................................................................................................................65 What will Analytics tell me about my account?..................................................................................................................................68 Canvas Admin Guide API...........................................................................................................................................................................................72 How do I obtain an API access token?..................................................................................................................................................73 Making API Calls with an Access Token...............................................................................................................................................76 How do I install PowerShell 3.0 on a Windows machine?................................................................................................................77 Attendance (Roll Call).........................................................................................................................................................79 How do I add Roll Call Attendance at the account level?...............................................................................................................80 How do I run account-level Roll Call Attendance reports?...............................................................................................................81 How do I add account-level Roll Call badges?....................................................................................................................................84 Authentication......................................................................................................................................................................88 How do I integrate LDAP?........................................................................................................................................................................89 Computer Specifications....................................................................................................................................................91 What are the basic computer specifications for Canvas?................................................................................................................92 Which browsers does Canvas support?..............................................................................................................................................93 How do I clear my Chrome browser cache on a Mac?....................................................................................................................96 How do I clear my Chrome browser cache on a Windows system?.............................................................................................99 How do I clear my Firefox browser cache on a Mac?.......................................................................................................................101 How do I clear my Firefox browser cache on a Windows system?..............................................................................................104 How do I clear my Internet Explorer browser cache?......................................................................................................................108 How do I clear my Safari browser cache?...........................................................................................................................................112 Courses and Sections.......................................................................................................................................................115 How are courses and sections related?...............................................................................................................................................116 How do I view the courses in my account?.........................................................................................................................................118 How do I manually create a course?.....................................................................................................................................................121 How do I conclude my course at the end of a semester?..............................................................................................................124 How do I delete a course in my account?..........................................................................................................................................126 How do I undelete a course?.................................................................................................................................................................129 Canvas Admin Guide How do I unconclude a course?............................................................................................................................................................133 How do I filter courses?...........................................................................................................................................................................136 How do I find courses?............................................................................................................................................................................138 How do I view my institution's Course Catalog?...............................................................................................................................139 How do I manually create a section?...................................................................................................................................................143 How do I edit a section's details?..........................................................................................................................................................145 How does cross-listing work in Canvas?.............................................................................................................................................148 How do I cross-list a section?................................................................................................................................................................149 How do I de-cross-list a Section?..........................................................................................................................................................153 How do I view my courses?....................................................................................................................................................................155 External Apps (LTI).............................................................................................................................................................163 What is LTI? ................................................................................................................................................................................................164 How do I configure an External App for an account using a URL?...............................................................................................166 How do I configure an External App for an account using XML?..................................................................................................171 How do I manually configure an External App for an account?....................................................................................................175 What is the App Center?.........................................................................................................................................................................180 How do I use the App Center at the account level?.........................................................................................................................181 How do I manage a whitelist of Apps for my organization?...........................................................................................................187 Grading Schemes..............................................................................................................................................................192 What are account-level Grading Schemes?.......................................................................................................................................193 Where are my account-level Grading Schemes?..............................................................................................................................195 How do I create an account-level Grading Scheme?......................................................................................................................197 How do I delete an account-level Grading Scheme?.....................................................................................................................200 Integrations........................................................................................................................................................................202 What integrations are or can be enabled with Canvas?................................................................................................................203 How do I enable Turnitin for my account?.........................................................................................................................................206 Does Canvas integrate with my SIS?...................................................................................................................................................210 Canvas Admin Guide How do I import SCORM objects?.........................................................................................................................................................211 How do I enable Equella for my account?..........................................................................................................................................218 Languages..........................................................................................................................................................................222 What languages does Canvas support?............................................................................................................................................223 How do I change the language preference for my institution's entire account?....................................................................224 How do I change the language preference in my user account? ..............................................................................................226 Outcomes...........................................................................................................................................................................229 How do I create an account-level user role that can manage Rubrics and Outcomes?.......................................................230 How do I create a sub-account user role that can manage Rubrics and Outcomes?............................................................234 What calculation methods are available for Outcomes?...............................................................................................................239 How do I create an Outcome for my account?.................................................................................................................................241 How do I edit or delete an Outcome or Outcome group in my account or sub-account?...................................................247 How do I create custom account or sub-account Outcome names for students?..................................................................253 How do I create Outcome groups for my account? .......................................................................................................................257 How do I move Outcomes and Outcome groups in my account or sub-account?.................................................................260 How do I find an existing Outcome to add to an account or sub-account?.............................................................................264 How do I find State or Common Core Standards to add to an account or sub-account?.....................................................267 How do I create an Outcome for my sub-account?.........................................................................................................................271 How do I create Outcome groups for my sub-account?................................................................................................................277 How do I create a Student Competency Report for an account?.................................................................................................281 Where do I find the Outcomes report for an individual student in my account?.....................................................................286 Question Banks................................................................................................................................................................290 What are account-level Question Banks?...........................................................................................................................................291 Where are my account-level Question Banks?................................................................................................................................293 How do I create account-level Question Banks?.............................................................................................................................295 How do I bookmark account-level Question Banks?......................................................................................................................298 How do I delete account-level Question Banks?.............................................................................................................................300 Canvas Admin Guide If I change a question in a Question Bank, will it change automatically in the Quiz? ..........................................................302 Reports and Statistics......................................................................................................................................................303 How do I know how many courses are in my Canvas instance?.................................................................................................304 What Reports are available at the account level?...........................................................................................................................306 Rich Content Editor..........................................................................................................................................................323 How do I create a caption file for an external video?.....................................................................................................................324 How do I create captions for new or uploaded videos in Canvas?............................................................................................326 How do I view captions in a video?.....................................................................................................................................................345 Roles and Permissions....................................................................................................................................................348 What are the differences between course-level roles and account-level roles?....................................................................349 What do the different icons on the permissions page mean?......................................................................................................350 How do I create course-level roles?....................................................................................................................................................353 How do I set permissions for a course-level role?..........................................................................................................................356 How do I create account-level roles?.................................................................................................................................................359 How do I set permissions for an account-level role?......................................................................................................................362 How do I set permissions for a sub-account-level admin?............................................................................................................364 What are the most commonly used account-level roles?..............................................................................................................369 Rubrics................................................................................................................................................................................372 What are account-level Rubrics?..........................................................................................................................................................373 Where are my account-level Rubrics?................................................................................................................................................374 How do I create an account-level Rubric?.........................................................................................................................................376 How do I delete an account-level Rubric?.........................................................................................................................................383 Why can't I edit my Rubric any more?.................................................................................................................................................384 Settings...............................................................................................................................................................................386 What are my account settings?............................................................................................................................................................387 How do I send an announcement to all users in my account?.....................................................................................................401 Canvas Admin Guide What is the difference between self-enrollment, self registration, and open registration?..................................................407 How do I change self registration settings for my account?........................................................................................................408 How do I change open registration settings for my account?......................................................................................................412 How do I change the Email Notification "From" Name?.................................................................................................................415 How do I display the one-time popup warning on the Notifications page?...............................................................................418 How do I change the login label for my account without using third-party authentication? ................................................421 How do I set student access for my institution before or after the course date?...................................................................425 How do I manage new features for my institution?.........................................................................................................................429 What Feature Options are currently available for my institution?...............................................................................................438 SIS Imports.........................................................................................................................................................................445 What are SIS Imports?.............................................................................................................................................................................446 How do I create an automated data integration with Canvas and my SIS?...............................................................................451 How do I practice using the API to import data to Canvas? ........................................................................................................457 How do I set permission for a user role to import and manage SIS data?................................................................................459 What do I need to know about creating a script to automatically import data to Canvas? .................................................462 How does Canvas handle new student enrollment by email address?.....................................................................................464 How does Canvas handle email address conflicts on SIS import?.............................................................................................466 How do I save an Excel file as a CSV text file?.................................................................................................................................468 How do I format CSV text files for uploading data into Canvas?..................................................................................................471 Terms...................................................................................................................................................................................478 What is a Term?.........................................................................................................................................................................................479 How do I set up term dates effectively?.............................................................................................................................................480 What should I do at the beginning and end of each term?...........................................................................................................482 What should I encourage instructors to do at the beginning and end of each term?...........................................................484 What do I do if a course extends for more than one term? .........................................................................................................487 What is the relationship between SIS, term dates, course dates, and section dates? .........................................................488 Users....................................................................................................................................................................................494 Canvas Admin Guide How do I find users in my account?....................................................................................................................................................495 How do I message a user in my account?.........................................................................................................................................498 How do I edit a user's details in my account?..................................................................................................................................500 How do I edit a user's sortable name?...............................................................................................................................................504 How do I view the enrollments for a user in my account?............................................................................................................508 How do I view the page views for a user in my account?...............................................................................................................511 How do I manage profile pictures for users in my account?.........................................................................................................514 How do I manually add a new user to my account?........................................................................................................................517 How do I delete a user from my account?.........................................................................................................................................523 How do I merge users in my account?...............................................................................................................................................526 How do I masquerade as a user?.........................................................................................................................................................531 How do I view groups at the account-level?.....................................................................................................................................535 How do I create a new group set at the account-level?................................................................................................................538 How do I create groups at the account-level? ................................................................................................................................540 What do I do if a student has an incomplete?..................................................................................................................................543 How do I reinstate a student if they have been accidentally un-enrolled from the course?...............................................550 How do I manage new features in my user account?....................................................................................................................556 How do I set a time zone in my User Settings?................................................................................................................................556 Support Information (Zendesk).....................................................................................................................................560 How will I know if there is a Canvas outage?....................................................................................................................................561 How do I log in to Zendesk?.................................................................................................................................................................564 How do I read and work through a ticket in Zendesk?..................................................................................................................568 How do I respond to an end user in Zendesk?................................................................................................................................584 How do I assign a ticket to a fellow Support Admin at my organization?.................................................................................586 How do I escalate a ticket to the Support Team?............................................................................................................................589 How do I mark a ticket as solved in Zendesk?.................................................................................................................................592 Canvas Admin Guide Accounts and Sub Accounts Page 9 Canvas Admin Guide Updated 2015-04-04 Canvas Admin Guide What are accounts and sub-accounts? The terms account and sub-account are organizational units within Canvas. Every instance of Canvas has the potential to contain a hierarchy of accounts and sub-accounts but starts out with just one account (referred to as the top-level account). View Hierarchy Once a hierarchy has been created, admins can be assigned to specific sub-accounts to limit their scope of what they can change as well as making the courses and people they manage more specific and relevant to them. Permissions trickle down through the hierarchy but not up. Admins at one level (or account) in the hierarchy have admin permissions at that level as well as in any sub-account of that account. With the exception of Terms, SIS Imports, Authentication and a few account settings, most settings and items can be modified or, in the case of permissions, overridden in a sub-account. Learn how to organize sub-accounts. Click here to return to theAccounts and Sub-Accountschapter. How do I organize sub-accounts? Sub-accounts are often used to manage permissions and organizational hierarchy within an institution. 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. Page 10 Canvas Admin Guide Updated 2015-04-04