Recent Updates
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Updated on: May 15, 2020
How do I customize the Canvas Help Menu for an account?
The Help Menu assists users in your institution by displaying a list of resources about Canvas. Depending on a user's role, users can view up to five default help options. As an admin, you can reorder or hide default links in the Help Menu. You can also add custom help links for your institution and choose if they should be available to all users or specific user roles.
You can also change the Help icon and text that displays throughout Canvas.
This lesson shows how to access the Help Menu Options directly from the Global Navigation Menu. However, you can also access the Help Menu options in Account Settings.
Notes:
- Custom help links can only be viewed in Canvas web browsers. In mobile devices, the Canvas by Instructure app does not display custom help links.
- Canvas Help Menu customizations are only available at the account level and automatically apply to all subaccounts. When opening the Help Menu, only admins can view the customization link.
- Help Menu customizations are not available in Free-for-Teacher accounts.
- The Help Menu links also display when a user accesses the Help link in the Login page. However, the Ask Your Instructor a Question and Ask the Community links are never part of the Help Menu in the Login page since the Login page does not associate a user by role.
Manual Canvas Admin Guide -
Updated on: May 15, 2020
How do I use macros in the classic Field Admin Console?
Macros allow users to make a set of changes to a case with the single push of a button. These changes include transferring a case to a specific user, case status, Canvas Component Affected, Canvas Component Issue, and case comments. Macros can be used to make changes to a single case or make mass case updates in Service Cloud. You can create, edit, clone, and delete macros.
Manual Canvas Admin Guide -
Updated on: May 15, 2020
How do I make a mass update to cases in the classic Field Admin Console?
The Mass Update button allows you to update up to 200 cases at once in Service Cloud. Through this update, you can assign ownership (via the Transfer To field), set the status and Canvas Component fields, and add comments.
Macros can also be applied to individual cases.
Manual Canvas Admin Guide -
Updated on: May 15, 2020
How do I manage themes for an account?
Each Canvas account displays a default Canvas theme. As an admin, you can create and manage themes designed specifically for your institution.
Custom branding is hosted at the account level, and by default, sub-accounts and their associated courses inherit account branding. However, you can enable sub-accounts to use the Theme Editor; any elements that are not specifically changed will still be inherited by the account level.
To learn how theme branding is displayed for courses vs user data, learn how to create a theme for an account.
Note: If you are a sub-account admin and the Themes link is not visible in Account Navigation, Themes has not been enabled for sub-accounts.
Manual Canvas Admin Guide -
Updated on: May 15, 2020
How do I access the Dashboard in the classic Field Admin Console?
The Service Cloud dashboard provides a quick view of graphs for the default Service Cloud reports: Tickets Created By Month, Tickets By Origin, and Canvas Component Affected.
Manual Canvas Admin Guide -
Updated on: May 15, 2020
How do I create and manage Groups in Commons?
As an admin, you can manage (create, edit, and delete) groups for your account. A group is a subset within an institution, which is different than a consortium.
As part of managing groups, you can add group managers. Group managers can change the group's name, add or remove group members, make other members group managers, and edit or delete resources shared to the group.
Manual Canvas Admin Guide -
Updated on: May 15, 2020
How do I view a report in the classic Field Admin Console?
Service Cloud reports allow you to view statistics pertaining to your institution including Canvas components reported by users, case creation, case escalation, case status, and requester role. Report information can be adjusted by related categories and time frame.
Note: Currently, Field Admins can only view existing reports. If you would like to create a one-time custom report that is not included in the list, contact your Customer Success Manager to learn if this is possible.
Manual Canvas Admin Guide -
Updated on: May 15, 2020
How do I align an outcome with a rubric in an account?
You can align any outcome in your course to a rubric. Rubrics are used to help students understand expectations for an assignment and how their submissions will be graded. Outcomes can be aligned with a rubric for additional assessment and measurable performance.
To align an outcome, the outcome must already exist for your account. Learn how to create account outcomes.
Notes:
- Outcomes can be added to rubrics, but rubrics cannot be added to outcomes.
- Rubrics cannot be edited once they have been added to more than one assignment in a course.
Manual Canvas Admin Guide -
Updated on: May 15, 2020
How do I manage Consortiums in Commons?
As an admin, you can manage (create, edit, and delete) consortiums for your account. A consortium is a collective of several institutions, which is different than a Commons group.
You can also accept or decline invitations to consortiums and leave consortiums you have joined.
Manual Canvas Admin Guide -
Updated on: May 15, 2020
What are the different case roles in the Field Admin Console?
Service Cloud includes five common case roles: Requester, Owner, Contact, CC, and Case Team. Modifications for Requester and CC roles are detailed in this lesson. Modifications for Owner, Contact, and Case Team can be found in the Field Admin customization lesson.
Manual Canvas Admin Guide
