User Management

USER PROFILES

User management is all about user profile creation, and updates being made. A user's credentials are defined here as to what role they are given inside the platform, whether they are an Administrator, Author, Manager or Learner.

Creating an Individual User Profile

1. To access the Users page, click the Users icon from the main menu.

   • In the Users page, the options to create an individual user or users in bulk can be seen by clicking the Create button.

2. To access the Create User page, click the option Individual under the Create button.

3. Enter the first name, last name, email, and phone number.

4. To select the country, role, group, job role and level, click the drop-down arrow in the respective fields.

   • To create a group, a Manager is a must. In other words, a user must be created who will be chosen as the Manager for the respective group.

5. To save the results, click the Create button.

   • The new record is now seen in the list.
   • An email is generated to the new user to their registered email address.
   • The welcome aboard message along with the login credentials is in the body of the email.

Editing an Individual User Profile

1. To access the Users page, click the Users icon from the main menu.
2. To access the Edit User pane, click the relevant username.
3. Update the first name, last name, email, and phone number, as required.
4. To save the details, click the Update button.

Deleting an Individual User Profile

1. To access the Users page, click the Users icon from the main menu.
2. To access the Edit User pane, click the relevant username.
3. To access the Please Take a Moment window, hover the mouse over the three dots.
4. Click the Delete option.
5. To delete the user profile, click the Yes button.

Suspending an Individual User Profile

1. To access the Users page, click the Users icon from the main menu.
2. To access the Edit User pane, click the relevant username.
3. To access the Please Take a Moment window, hover the mouse over the three dots.
4. Click the Suspend option.

Updating the Password for an Individual User Profile

1. To access the Users page, click the Users icon from the main menu.
2. To access the Edit User pane, click the relevant username.
3. To access the Change Password pane, hover the mouse over the three dots.
4. Click the Change Password option.
5. To delete the user profile, click the Yes button.

Creating Bulk User Profiles

1. To access the Users page, click the Users icon from the main menu.

2. To access the Create Users pane, click the Bulk option, by clicking the Create button on the User page.

3. The Create Users page appears.

   • To download the Excel Spreadsheet in either .CSV or .XLSX, click the Download Sample Format link.
   • The template gets downloaded and is saved in the Downloads folder in your system.
   • The Excel Spreadsheet can be moved to any location.
   • Upon download, the Excel Spreadsheet will not have any data.

4. Double-click the Excel Spreadsheet to view the columns.

5. Enter the relevant details in the Excel Spreadsheet and save this file to the desired location.

   • Ensure there are no spaces at the beginning or end of any value entered in the Email, First Name, Last Name and Phone columns.
   • Once a set of rows are added, and if the upload is done with the previous data in the Email, First Name, Last Name and Phone columns, the upload will be successful but will override the already existing values. However, if there are any values updated in the any of the columns Email, First Name, Last Name and Phone, only those will be updated.
   • Once a set of rows are added, and if the upload is done with the previous data in the Email, First Name, Last Name and Phone columns, the upload will be successful but will override the already existing values. However, if there are any values updated in the any of the columns Group, Job Role and Level, only those will be updated.

6. Click the CHOOSE FILE button and select the Excel Spreadsheet that was saved earlier and click the Open button.

7. The Excel Spreadsheet gets attached.

8. Click the Create button.

   • The new record is now seen in the list.
   • An email is generated to the new user to their registered email address.
   • The welcome aboard message along with the login credentials is in the body of the email.

Individual User Profile Activation

1. To access the Users page, click the Users icon from the main menu.

2. To access the Invite User pane, click the Individual option, by clicking the Invite button on the User page.

3. The Invite User page appears as the right pane.

4. Enter the first name, last name, email, subject details, and the body of the message.

   • Do not change the text in between the % character.

5. Select the role as it is a mandatory field.

   • Select the job role, level and group as required.
   • To create job roles and job levels, click Settings under Menu.

6. To send the email for user profile activation, click the Invite button.

Bulk User Profile Activation

1. To access the Users page, click the Users icon from the main menu.

2. To access the Invite Users pane, click the Bulk option, by clicking the Invite button on the User page.

3. The Invite Users page appears as the right pane.

   • To download the Excel Spreadsheet in either .CSV or .XLSX, click the Download Sample Format link.
   • The template gets downloaded and is saved in the Downloads folder.
   • The Excel Spreadsheet can be moved to any location.
   • Upon download, the Excel Spreadsheet will not have any data.

4. Double-click the Excel Spreadsheet to view the columns.

5. Enter the relevant details in the Excel Spreadsheet and save this file to the desired location.

6. Click the CHOOSE FILE button and select the Excel Spreadsheet that was saved earlier and click the Open button.

7. The Excel Spreadsheet gets attached.

8. Click the Invite button.

   • An email is generated to the new user to their registered email address.