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.
Availability
| Learning Plan: | Standard | Plus |
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.
- Click the Your Profile button.
- Click the Administrator button.
- Click the Users tab.
- Select the Config button.
- 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.
- Columns:
- Calendar:
- Start date field:
- Created.
- Last access.
- End date field:
- None.
- Created.
- Last access.
- Start date field:
- 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.
- X-axis field:
- Pie chart.
- Data field:
- ID.
- Name.
- Email.
- First name.
- Last name.
- Roles.
- Status.
- Groups.
- Manager IDs.
- Max result.
- Data field:
- 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.
- X-axis field:
- Pivot table:
- Show fields selection..
- Table:
- Click the Apply button.
- Click the Your Profile button.
- Click the Administrator button.
- Click the Users tab.
- Select the view that needs saving.
- Click the Save As button.
- Complete the following fields:
- Title.
- Visibility:
- Only me.
- All portal admins.
- All portal users.
- Set as default report?
- Click the Save button.
- Click the Your Profile button.
- Click the Administrator button.
- Click the Users tab.
- Select the view that needs sharing.
- Click the button
- Select the Make the Data from this Report Available Through a URL tick box.
- Select the URL or click the button.
- 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.
- Click the Your Profile button.
- Click the Administrator button.
- Click the Users tab.
- Select the view that needs editing.
- Click the Edit button.
- Make the required changes and click the Save button.
- Click the Your Profile button.
- Click the Administrator button.
- Click the Users tab.
- Select the view that needs deleting.
- Click the button.
- Click the Delete button.
- Click the Delete button.
Explore related content
- Learning platform 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 learning user? This FAQ answers a common question we receive about how to send a password reset email to one of your users.