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How do I configure my user management display via the Learning platform?

Available for the following Learning plans: Standard, Plus

The User Management section lets you create a customised page display whereby you can choose to have the data laid out in various ways, such as in 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

The below section will you through how to configure your page layout, how to save your choices and then how to share this with other people on your learning platform.

How to configure your user management display
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Users tab.
  4. Select the   Config button.
  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.
How to save your configured user management display
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Users tab.
  4. Select the view that needs to be saved.
  5. Click the   Save As button.
  6. Complete the following fields:
    • Title.
    • Visibility:
      • Only me
      • All portal admins
      • All portal users
    • Set as default report?
  7. Click the Save button.
How to share your configured user management display
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Users tab.
  4. Select the view that needs to be shared.
  5. Click the   button
  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.

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.

How to edit the display information details
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Users tab.
  4. Select the view that needs to be edited.
  5. Click the   Edit button.
  6. Make the required changes and click the Save button.
How to delete your saved display configuration
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Users tab.
  4. Select the view that needs to be deleted.
  5. Click the   button.
  6. Click the   Delete button.
  7. Click the Delete button.

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