This article explains how user account details and permissions can be managed within your system. Only users with the 'Manager' or 'Owner' role can perform these actions. You do not need to take action yourself, but understanding the process may help you communicate requirements or resolve queries.
What Can Be Managed?
Managers and Owners can:
Archive a user's account
Reactivate a user's account
Change a user's account details
Change a user's 'Account type' (admin permission)
Note: To reactivate a user's account, you must select the 'Archived users' tab.
Steps to Edit, Archive, Reactivate, or Update a User Account
Select Manage at the top of the screen.
In the Manage users chart section, select Manage users.
Locate the relevant member of staff and select Manage users.
Select Edit user.
Update any of the user’s details, or select a new Account type.
Select Update user to save changes.
Account Types Explained
Learner:
Can only access courses.Manager:
Can access courses, view management information, assign training, and add, edit, or archive user accounts.Owner:
Has full access, including billing management.
Limitations and Considerations
Note:
Only Managers and Owners can edit, archive, reactivate, or update user accounts and permissions.
Learners do not have access to these management features.
Conclusion
These actions are managed by users with Manager or Owner permissions. If you have questions or need changes made to a user account, please contact your Manager or Owner.