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
- Click the Your Profile button.
- Click the Administrator button.
- Click the Users tab.
- Click the Create button.
- Complete the following fields:
- First name
- Last name
- Role:
- Admin
- Content administrator
- Manager
- Learner
- Managed by x person
- Status
- Send a welcome email to this user
- Click the Add button.
Add a user to a group
- Click the Your Profile button.
- Click the Administrator button.
- Click the Users tab.
- Select the users that need adding to a group.
- Click the Add to Group button
- Select the required group and click the Add button.
- Click the Add button.
Import your user data
- Click the Your Profile button.
- Click the Administrator button.
- Click the Users tab.
- Click the button
- Select the Import button.
- Drag or drop the required file onto the Upload tile.
- Click the Import button.
Helpful Hint
You will now see a status message on your screen.
Manage data
Filter your user data
- Click the Your Profile button.
- Click the Administrator button.
- Click the Users tab.
- Select the Filter button.
- Choose the required options and click the Filter button.
Export your user data
- Click the Your Profile button.
- Click the Administrator button.
- Click the Users tab.
- Select the users that need to be exported.
- Click the Export as CSV button.
- Click the Export button.
- Click the Download button.
Edit a user's details
- Click the Your Profile button.
- Click the Administrator button.
- Click the Users tab.
- Hover over the user that needs to be edited.
- Click the button.
- Select the Edit button.
- Make the required changes and click the Save button.
Explore related content
- User Access Comparison This comparison article will walk you through the different learning platform access levels you can grant your employees.
- How Do I Send a Password Reset Email to a User? This FAQ answers a common question we receive about how to send a password reset email to one of your users.