Users

What are users in an Organisation?

In the “User” tab on the “Organisation” page, you will get an overview and various options to manage these.

You can edit and create users to your platform. We recommend that you create a Group structure before you create users. Find more information about groups "Groups"

In this menu you will find the tools to:

• Create and edit users
• Manage groups
• Import users from a .csv file
• Export a lost of users in a .csv file
• Edit and view user details
• See courses accessible by users
• Create new password for users

How to create a user

There are two types for users: End-user and Admin. Users can access their assigned courses, track their progress, and download certificates. Admins can in addition access the same things as a regular user, but also create groups, add users, access Statistics, and upload course packages.

Tip: It’s best practice to have your Groups in place before you create users. The reason is that users won’t be able to access their courses unless they’re a part of a group that has access to the specific course(s). Since access is managed at the Group level, this will make it a lot easier for you to set everything up.

Make sure you are on your Admin profile. If you are both an end-user and an admin, you can switch between your profiles by clicking on the profile icon in the top right corner and choose either admin or user profile.

1. Go to the “Organisation” page
2. Click on the drop-down button “Actions” and choose “+ New User”
3. Fill out the form under the User information tab. You need first name, last name, username (usually e-mail address), e-mail address, and portal language.
4. Check the box “Admin” to give the user admin access, if the user is also an admin
5. Check the box “Send email to user when created” if you want to sent the user an invite to the platform
6. Click on “Save” button

Tip: The system is automatically set to send an invite to the user. Uncheck this box if you don’t want this to happen.

How to delete and edit a user

1. Go to the “Organisation” page
2. Find the user profile you want to either delete or edit

If you want to delete a user, simply just click on the “trashcan” icon,

If you want to edit a user, simply just click on the “pencil” icon and edit the details you want

How to add a user to a group or edit groups on user

1. Go to the “Organisation” page
2. Click the “eye” icon next to the user you want to assign to a group
3. Click the “Groups” tab in the top menu
4. Click on the “pencil” icon to edit

You are now presented with the available groups on the platform.

1. Check the box to the left of the group(s) you want to add the user to and if you want to edit and remove a group from the user profile, simply just uncheck the box next to that group.
2. Click the “Save” button

How to export your users to Excel

1. Go to the “Organisation” page
2. Click the drop-down button “Action” and choose “Export users”

Your browser will download the file. You’ll find it stored where your downloaded files are automatically saved on your device.

How to preview and edit a user

1. Go to the “Organisation” page
2. In the user list, look for the column “Options”
3. Click on the “eye” icon next to the user profile to either preview or edit
4. Make your edits
5. Click “Save” when done

Tip. You’re not able to upload a profile picture to someone else’s user profile. The user must do this themselves via their user profile.

How to preview and edit which group(s) a user is assigned to

1. Go to the “Organisation” page
2. Click the eyeo to the “Organisation” page icon next to the user profile in the Options column of the user list.
3. Switch to the Groups tab.

In this view you can see which group(s) the user is assigned to.

Follow these steps if you want to assign or remove the user from a group or groups:

1. Click the pencil icon to edit.
2. Check the box next to the group you want to assign the user to.
3. If you want to remove the user from a group, click the “X” next to the group name at the top of the page. You can also uncheck the box in the group list
4. Click “Save”. All changes will be applied when you click “Save” at the button of the page

If you do not want to edit, simply just click on “Cancel” and you will be returned to profile details

How to see what courses a user have access to

1.  Go to the “Organisation” page 
2. In the user list, look for the column “Options”
3. Click the “eye” icon next to the user profile
4. Switch to the “Course” tab 

You are now presented with a list of courses the user is assigned to and also an overview of the users status on the courses.

How to change a a user’s password

 Go to the “Organisation” page In the user list, look for the column “Options”

1. Click on the “eye” icon next to the user profile
2. Switch to the “Password” tab
3. Click “Change Password”
4. Change the user’s password. Make sure the new password meets the criteria
5. Click “Save”