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  2. Learning Platform
  3. Learning Administration
  4. Users
  5. Management

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Who are you and what section are you in?

Configuring your learning platform user management display

James Nixon
Updated
EH Content Team

Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR Classic plans: Standard, Premium, Platinum
Available for the following learning plans: Standard, Plus
Available for the following user access levels: Admin

The User Management section allows you to create a customised page display whereby you can choose to have the data laid out differently, for example, as a table, calendar or histogram. You can also customise what columns to include in each of these layouts and then can save this view so you can access it again at a later date. Finally, you can share this custom view with others on your learning platform, edit the information if it changes, and delete a record if it is no longer relevant.

Getting started

Configure your user management display
  1. Click the Your Profile button.
  2. Click the Administer button.
    Block_1.jpg
  3. Click the Users tab.
  4. Select the   Config button.
    Config_1.jpg
  5. Choose from the following options:
    • Table:
      • Columns:
        • ID.
        • Name.
        • Email.
        • First name.
        • Last name.
        • Roles.
        • Status.
        • Created.
        • Last access.
        • Groups.
        • Manager IDS.
      • Records per page:
        • 10.
        • 20.
        • 25.
        • 50.
        • 100.
    • Calendar:
      • Start date field:
        • Created.
        • Last access.
      • End date field:
        • None.
        • Created.
        • Last access.
    • Histogram:
      • X-axis field:
        • Created.
        • Last access.
      • Interval:
        • Year.
        • Quarter.
        • Month.
        • Week.
        • Day.
        • Hour.
        • Minute.
        • Second.
      • Group by:
        • None.
        • ID.
        • Name.
        • Email.
        • First name.
        • Last name.
        • Roles.
        • Status.
        • Groups.
        • Manager IDs.
      • Y-axis field:
        • Count.
    • Pie chart.
      • Data field:
        • ID.
        • Name.
        • Email.
        • First name.
        • Last name.
        • Roles.
        • Status.
        • Groups.
        • Manager IDs.
      • Max result.
    • Bar chart.
      • X-axis field:
        • ID.
        • Name.
        • Email.
        • First name.
        • Last name.
        • Roles.
        • Status.
        • Groups.
        • Manager IDs.
      • Group by:
        • None.
        • ID.
        • Name.
        • Email.
        • First name.
        • Last name.
        • Roles.
        • Status.
        • Groups.
        • Manager IDs.
      • Y-axis field:
        • Count.
    • Pivot table:
      • Show fields selection..
  6. Click the Apply button.
    Config_2.jpg
Save your configured user management display
  1. Click the Your Profile button.
  2. Click the Administer button.
    Block_1.jpg
  3. Click the Users tab.
  4. Select the view that needs saving.
  5. Click the   Save As button.
    Config_3.jpg
  6. Complete the following fields:
    • Title.
    • Visibility:
      • Only me.
      • All portal admins.
      • All portal users.
    • Set as default report?
  7. Click the Save button.
    Config_4.jpg
Share your configured user management display
  1. Click the Your Profile button.
  2. Click the Administer button.
    Block_1.jpg
  3. Click the Users tab.
  4. Select the view that needs sharing.
  5. Click the   button
    Config_5.jpg
  6. Select the Make the Data from this Report Available Through a URL tick box.
  7. Select the URL or click the   button.
  8. Click the Apply button.
    Config_6.jpg

Maintain

The below premises will walk you through how to edit the display information details and also how to delete a layout that you no longer need.

Edit the display information details
  1. Click the Your Profile button.
  2. Click the Administer button.
    Block_1.jpg
  3. Click the Users tab.
  4. Select the view that needs editing.
  5. Click the   Edit button.
    Config_7.jpg
  6. Make the required changes and click the Save button.
    Config_8.jpg
Delete your saved display configuration
  1. Click the Your Profile button.
  2. Click the Administer button.
    Block_1.jpg
  3. Click the Users tab.
  4. Select the view that needs deleting.
  5. Click the   button.
  6. Click the   Delete button.
    Config_9.jpg
  7. Click the Delete button.
    Config_10.jpg

Available for the following Learning plans: Standard, Plus

The User Management feature allows you to create a new user, and specify details such as their access level, name, and email and then add them to any required learning groups. You can also refine the data shown on your page via the Filter feature, to ensure you only see the data you need to see. Finally, you can choose to import your user data in bulk, export your user data if you need an external record, and edit any information if it changes.

Getting started

Create a user
  1. Click the Your Profile button.
  2. Click the Administer button.
    Block_1.jpg
  3. Click the Users tab.
  4. Click the   Create button.
    User_1.jpg
  5. Complete the following fields:
    • Email
    • First name
    • Last name
    • Role:
      • Admin
      • Content Administer
      • Manager
      • Learner
    • Managed by x person
    • Status
    • Send a welcome email to this user
  6. Click the Add button.
    User_2.jpg
Add a user to a group
  1. Click the Your Profile button.
  2. Click the Administer button.
    Block_1.jpg
  3. Click the Users tab.
  4. Select the users that need to be adde to a group.
  5. Click the   Add to Group button
    User_3.jpg
  6. Select the required group and click the Add button.
    User_4.jpg
  7. Click the Add button.
    User_5.jpg
Import your user data
  1. Click the Your Profile button.
  2. Click the Administer button.
    Block_1.jpg
  3. Click the Users tab.
  4. Click the   button
  5. Select the   Import button.
    User_6.jpg
  6. Drag or drop the required file onto the Upload tile. 
    User_7.jpg
  7. Click the Import button.
    User_8.jpg

    Helpful Hint

    You will now see a status message on your screen.

    User_9.jpg

Manage data

Filter your user data
  1. Click the Your Profile button.
  2. Click the Administer button.
    Block_1.jpg
  3. Click the Users tab.
  4. Select the   Filter button.
    User_10.jpg
  5. Choose the required options and click the Filter button.
    User_11.jpg
Export your user data
  1. Click the Your Profile button.
  2. Click the Administer button.
    Block_1.jpg
  3. Click the Users tab.
  4. Select the users that need to be exported.
  5. Click the   Export as CSV button.
    User_12.jpg
  6. Click the   Export button.
    User_13.jpg
  7. Click the   Download button.
    User_14.jpg
Edit a user's details
  1. Click the Your Profile button.
  2. Click the Administer button.
    Block_1.jpg
  3. Click the Users tab.
  4. Hover over the user that needs to be edited.
  5. Click the   button.
  6. Select the Edit button.
    User_15.jpg
  7. Make the required changes and click the Save button.
    User_16.jpg

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