SkyPrep

Custom Roles & Permissions

If you want to import both users and their course history, you can do so with a CSV file. This article covers the template changes required.

Importing Users with Existing Course Data

Subgroups are groups that branch out of parent groups, letting you mimic any organizational structure. This article covers their creation.

Adding a Subgroup

This article covers the process of assigning managers to Groups and Courses, as well as setting their permission levels in each.

Course & Group Managers and Their Permissions

A manager that can also create courses, upload material, and create assessments. This article covers how to add them and what they can do.

The Content Manager Role

Learn how to leverage the Groups and Subgroups features to quickly assign courses to multiple users at once.

Assigning Training to Groups

This article explains how to create user groups, allowing you to manage enrolment and run reports on a large number of users at once.

Creating Groups

Your platform can allow new learners to register themselves via the login page. This article covers how to enable the setting.

Platform Self-Registration

This article explains what happens when a learner fails to pass a course by the deadline date.

Learner's Course Deadline Passed

Learn how to use Quick Actions to update a user's Course, Group and Learning Path enrolments right from within your platform's Users list.

Enrolment Quick Actions

A quick description of what happens to a learner's course progress and status when they are unenrolled from a course.

Course Progress After Being Unenrolled.

This article covers the options available for changing a user's role to Manager.

Setting a User as a Manager

If a user has forgotten their password, you can send them a new randomly generated password via email.

Sending Password Reset Emails

If a user has forgotten their password, you can manually set a new one for them.

Setting a User's Password

Account Sharing

If you want to have a parent group's courses automatically assigned to a subgroup during its creation, check out this article.

Enrolling Subgroups into the Parent Group's Courses

If you need to add an Administrator to your platform, you can do so in the Users page. This article contains a quick summary of what to do.

Adding Administrators

Emails are used for login purposes for the most part. If you need to add users without emails, follow this article on using a CSV file.

Adding Users Without Their Emails

This article covers the process of using a CSV file to add multiple people at once into the platform.

Adding Users in Bulk

This article covers the process of using a CSV file to delete multiple people at once from the platform.

Deleting Users in Bulk

This article covers the process of using a CSV file to update multiple people at once in the platform.

Updating Users in Bulk

A quick breakdown of the different roles that are available in the platform.

User Roles

Disabling user logins prevents users from being able to log in while maintaining all of their information and course history.

Disabling User Logins

This article covers enabling learners to self-register to Groups. This will also enroll them into all of the courses it is assigned to.

Group Self-Enrollment

This article covers the different methods of assigning Managers, as well as how to remove the Manager role from a user.

Adding and Removing Managers

Emails must be unique. Duplicate emails cannot be used in the platform.

Duplicate Emails for Users

If you need to remove groups from your platform, this article covers what you need to do.

Deleting Groups

If you need to change a user's email, follow these steps. This will also change the username that they use to login to the platform.

Changing a User's Email

If you need to add multiple users to groups, you can use a CSV file to make the changes in bulk. This article shows you how.

Using a CSV to Add Users to Groups

Instead of going one-by-one through user profiles to enable or disable email notifications, you can use a CSV file to make bulk changes.

Toggling Email Notifications in Bulk

The Bulk Update template only shows the default user fields. If you want to add additional ones from the Custom Labels area, use this guide.

Adding Additional Fields for Bulk Updates

This article covers using a CSV file to enrol users and change their statuses, start/completion dates, and re-enrollment dates in bulk.

Course Progresses CSV Updates

If you want to change the permissions for one manager across the platform, the easiest way to do this is through their profile.

Modifying Individual Manager Permissions

With an additional permission enabled, Group managers can oversee their members across the entire platform in every course/learning path.

Assigning User Managers

If you want to have users log in using a username that is different than the email they use to receive notifications, follow these steps.

Using Usernames to Log In Instead of Emails

You can modify the New Account Email to make users choose their own passwords before signing in for the first time.

User-Chosen Passwords for New Accounts

If you want to delete a user, follow these steps. Only delete users if you are sure you will not need their course history in the future!

Deleting Users

Unable to Add Users

This article explains how to log out manually as well as how to set a timer that will log users out after a set period of inactivity.

How To Log Out/Force Logouts

Schedule Members into a Group at a future date.

Schedule Enrollments into a Group

SkyPrep allows you to attach files and notes to a user's profile, letting you easily keep track of forms, notices, certificates, and more.

Uploading User Files & Notes

Filtering the Users Lists

Adding Certificates to LinkedIn

Creating User Properties

Adding Users

Using Course Progress Filters for Auto-Enrollments

Disable New Users on Self Registration

Stephen Krzeminski

Stella Lim

Catherine Wnuk

User and Group features allow you to manage both individual users and large segments of users at once. The topics covered in this section will teach you how to efficiently manage your users, regardless of how many you have.

Users & Groups

Find answers and get help from Intercom Support and Community Experts

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