User Management
View articles in relation user accounts.
30 articles
How to search for usersThis article shares how to do basic and advanced searches for users, and how to work with the results.
How to add individual usersFor a user to access training on your portal, they need an active account. This article shows you how to add the user.
Adding Multiple users (Part 1)- Introduction and tips
How to update multiple users’ dataYou can update user data in bulk, simply by using the Excel upload template. This article shows you how.
How to edit user attributesThis article shares how you can keep user information up-to-date.
Editing attributes for multiple users
How to archive usersArchive users accounts so they aren’t assigned training and won’t affect your reports.
Archiving multiple users
How to reactivate user accountsThis article guides you through updating individual or multiple user account statuses, from Archived to Live.
Reactivating Multiple Users
How to assign Learning PathsAfter creating Learning Paths, you can assign them to a user or groups of users, and add deadlines too. This article shows you how.
Assigning a learning path to multiple users
How to update deadline dates for a userThis article guides you when you have a user requiring extensions, or you need to adjust deadline dates for assigned Learning Paths.
How to update the same deadline for multiple users at onceThis article shows you how to update all users to the same date.
How to reset a completed Learning Path for usersYou can reassign and reset an already completed module or training as a refresher for your user or users.
Granting additional attempts against a training module.How to grant additional attempts against a training module when the assessment limit has been reached.
How to upload training recordsThis article takes you through the process of adding new activities, linking to a category and Learning Path, and uploading.
Uploading Training Records - Migrating records from another Learning Management System
Uploading Training Records - Bulk uploading records for an event
How to email usersAs an alternative to automated emails, you can manually send emails to users, and track or check scheduled and sent emails. Here's how.
View Email history and Schedule
Administrator AccessHow to give users access to roles or domains to complete tasks.
Merge User accounts
How to view Administrator activityThis article shares how to find any changes made to user accounts and how to download an Excel report.
How to add user accounts to a static Audience GroupDiscover how to add individual and multiple accounts to a static Audience Group.
Deleting Users
Restore Deleted Users
Erasing Users
How to exempt users from Learning Path assignmentsThis article shows how to exempt individual assignments, so users can stay within audience rules for completing all other training.
How to remove Learning PathsAfter assigning Learning Paths, you can remove them if they're not needed. This article explains how.