Users & Groups
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.
41 articles

+1Written by Stephen Krzeminski, Kayla Kapas, Catherine Wnuk and 1 other


Custom Roles & Permissions

Written by Stephen Krzeminski. Updated over a week ago
Adding a Subgroup
Subgroups are groups that branch out of parent groups, letting you mimic any organizational structure. This article covers their creation.Written by Kayla Kapas. Updated over a week ago
Course & Group Managers and Their Permissions
This article covers the process of assigning managers to Groups and Courses, as well as setting their permission levels in each.
Written by Catherine Wnuk. Updated over a week ago
The Content Manager Role
A manager that can also create courses, upload material, and create assessments. This article covers how to add them and what they can do.Written by Kayla Kapas. Updated over a week ago
Assigning Training to Groups
Learn how to leverage the Groups and Subgroups features to quickly assign courses to multiple users at once.
Written by Stephen Krzeminski. Updated over a week ago
Creating 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.
Written by Catherine Wnuk. Updated over a week ago
Modifying a User's Course Progress
If you need to change a user's course progress, like setting an item as (not) viewed or changing their overall status, follow these steps.Written by Kayla Kapas. Updated over a week ago
Platform Self-Registration
Your platform can allow new learners to register themselves via the login page. This article covers how to enable the setting.
Written by Stella Lim. Updated over a week ago
Learner's Course Deadline Passed
This article explains what happens when a learner fails to pass a course by the deadline date.
Written by Stephen Krzeminski. Updated over a week ago
Enrolment Quick Actions
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.Written by Kayla Kapas. Updated over a week ago
Course Progress After Being Unenrolled.
A quick description of what happens to a learner's course progress and status when they are unenrolled from a course.
Written by Stella Lim. Updated over a week ago
Setting a User as a Manager
This article covers the options available for changing a user's role to Manager.
Written by Catherine Wnuk. Updated over a week ago
Sending Password Reset Emails
If a user has forgotten their password, you can send them a new randomly generated password via email.Written by Kayla Kapas. Updated over a week ago
Setting a User's Password
If a user has forgotten their password, you can manually set a new one for them.
Written by Stephen Krzeminski. Updated over a week ago
Account Sharing

Written by Stephen Krzeminski. Updated over a week ago
Enrolling Subgroups into the Parent Group's Courses
If you want to have a parent group's courses automatically assigned to a subgroup during its creation, check out this article.
Written by Catherine Wnuk. Updated over a week ago
Adding Administrators
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.Written by Kayla Kapas. Updated over a week ago
Adding Users Without Their Emails
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.
Written by Stephen Krzeminski. Updated over a week ago
Adding Users in Bulk
This article covers the process of using a CSV file to add multiple people at once into the platform.Written by Kayla Kapas. Updated over a week ago
Deleting Users in Bulk
This article covers the process of using a CSV file to delete multiple people at once from the platform.
Written by Stella Lim. Updated over a week ago
Updating Users in Bulk
This article covers the process of using a CSV file to update multiple people at once in the platform.
Written by Stella Lim. Updated over a week ago
User Roles
A quick breakdown of the different roles that are available in the platform.
Written by Stephen Krzeminski. Updated over a week ago
Adding Users
This covers adding users with the Add Users button in the Users area and also contains links to additional articles for other methods.
Written by Stephen Krzeminski. Updated over a week ago
Disabling User Logins
Disabling user logins prevents users from being able to log in while maintaining all of their information and course history.
Written by Catherine Wnuk. Updated over a week ago
Group Self-Enrollment
This article covers enabling learners to self-register to Groups. This will also enroll them into all of the courses it is assigned to.
Written by Catherine Wnuk. Updated over a week ago
Adding and Removing Managers
This article covers the different methods of assigning Managers, as well as how to remove the Manager role from a user.
Written by Stephen Krzeminski. Updated over a week ago
Duplicate Emails for Users
Emails must be unique. Duplicate emails cannot be used in the platform.
Written by Stella Lim. Updated over a week ago
Deleting Groups
If you need to remove groups from your platform, this article covers what you need to do.Written by Kayla Kapas. Updated over a week ago
Changing a User's Email
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.
Written by Stephen Krzeminski. Updated over a week ago
Using a CSV to Add Users to Groups
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.
Written by Stella Lim. Updated over a week ago
Toggling Email Notifications in Bulk
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.Written by Kayla Kapas. Updated over a week ago
Adding Additional Fields for Bulk Updates
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.
Written by Stephen Krzeminski. Updated over a week ago
Importing Users with Existing Course Data
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.
Written by Catherine Wnuk. Updated over a week ago
Course Progresses CSV Updates
This article covers using a CSV file to enrol users and change their statuses, start/completion dates, and re-enrollment dates in bulk.Written by Kayla Kapas. Updated over a week ago
Modifying Individual Manager Permissions
If you want to change the permissions for one manager across the platform, the easiest way to do this is through their profile.
Written by Stella Lim. Updated over a week ago
Assigning User Managers
With an additional permission enabled, Group managers can oversee their members across the entire platform in every course/learning path.
Written by Stephen Krzeminski. Updated over a week ago
Using Usernames to Log In Instead of Emails
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.Written by Kayla Kapas. Updated over a week ago
User-Chosen Passwords for New Accounts
You can modify the New Account Email to make users choose their own passwords before signing in for the first time.
Written by Stella Lim. Updated over a week ago
Deleting Users
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!
Written by Catherine Wnuk. Updated over a week ago
Unable to Add Users

Written by Stephen Krzeminski. Updated over a week ago
How To Log Out/Force Logouts
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.
Written by Catherine Wnuk. Updated over a week ago