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How to edit a users account details and permissions

How to archive, reactive, update users account details and change their admin permission.

Updated over 11 months ago

Only a 'Manager' or 'Owner' is able to perform the following;

  • archive a users account

  • reactive a users account

  • change the users account details

  • change the users 'Account type' (admin permission)

If you wish to reactive a users account, ensure to select the Archived users tab.

Follow these steps to perform any of the above:

  1. Select "Manage" at the top of the screen

  2. In the "Manage users chart" section, select "Manage users"

  3. Locate the relevant member of staff and select "Manage users"

  4. Select "Edit user"

  5. Update any of the users details, or select a new Account type

  6. Select "Update user"

There are four type of accounts:

  • Learner: can only access courses

  • Report Viewer: can access courses and view management information

  • Manager: can access courses, view management information, assign training and add, edit and archive user accounts

  • Owner: has full access and can manage billing


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