---
title: How are Users managed?
description: Add OPTOVERA Users through the dashboard with Platform ID and username, assign a group where needed, enable the record and synchronize Devices.
---

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# How are Users managed?

## Authorized administrators manage records using Platform ID, username, group, and enabled status.

Users are managed through the Users section of the OPTOVERA dashboard.

An authorized administrator can add or update Users in the dashboard. When creating a new User, the administrator enters the Platform ID, the identifier assigned by the Customer, and a mnemonic username, assigns the User to the appropriate group when applicable, confirms that the User status is enabled, and saves the record. OPTOVERA does not require the User’s real name or other direct identifiers, and they should not be entered.

User management may include:

- Adding new Users, individually or by bulk upload.
- Updating User information.
- Assigning Users to groups.
- Confirming that Users are enabled.
- Reviewing User status and baseline progress.
- Clearing a forgotten PIN (Administrator or Agent; see Question 11).
- Enabling a change of association method requested by a User (Administrator or Agent; see Question 12).
- Keeping User records organized for testing and reporting.

Administrators do not set, enter, or view PINs. The dashboard has no PIN field, and bulk upload does not accept PINs. Each User chooses an association method and, if they choose PIN, sets it on the Device at the first assessment.

After Users are added or changed in the dashboard, the Devices should be synchronized so the updated user list is available on each Device. Supervisors should connect the Device to the internet, press UPDATE USERS LIST, and then confirm that the User appears in USERS LIST before testing.

If a User does not appear in USERS LIST, the administrator should confirm that the User was added correctly, the User status is enabled, and the Device has been synchronized.

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