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.
- How to upload multiple users
- 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 Paths
- 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.
- Grant additional attempts for a training module
- 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
- How to give users Administrator access
- 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.
- How to Delete Users
- Restore Deleted Users
- How to Erase Users
- How to exempt users from Learning Path assignments
- How to remove Learning PathsAfter assigning Learning Paths, you can remove them if they're not needed. This article explains how.
- How to upload training records
- Uploading Multiple Users - Introduction and Best Practices
- Export Certificates in User Management