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

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Written 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