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Manage your learning platform users

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

    Helpful Hint

    You will now see a status message on your screen.

Maintain

Filter your user data
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Users tab.
  4. Select the   Filter button.
  5. Choose the required options and click the Filter button.
Export your user data
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Users tab.
  4. Select the users that need to be exported.
  5. Click the   Export as CSV button.
  6. Click the   Export button.
  7. Click the   Download button.
Edit a users details
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Users tab.
  4. Hover over the name of the user that needs to be edited.
  5. Click the   button.
  6. Select the Edit button.
  7. Make the required changes and click the Save button.

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