User Management

This section provides comprehensive guidance on effectively managing user accounts within your group. These essential user management functions are accessible through the Central Admin and the Learner Directory module.
The following are the areas addressed in this section,

Table of Contents

Creating and Managing User Accounts

In this section, you gain comprehensive control over user accounts within your group, allowing you to view existing learner information and create new learner accounts. This functionality is divided into two tabs: the "Directory" tab and the "New Learner" tab.  

 

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Learner Directory in Main Menu

 

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New Learner Creation Form
  • Directory - Within this tab, you'll find a list of all learners associated with your group. Group administrators can easily edit learner information by navigating to the edit page. To access the edit page, simply click the edit icon corresponding to the respective user in the action column.

  • New Learner - The "New Learner" tab provides a streamlined process for for Group Administrators to create new learner accounts within the group. This feature ensures that you can efficiently onboard new members to your learning community.   

To create the learner, you should be filled following fields,

Field Name

Fields Type

Optional / Mandatory

Remarks

First Name

Text Filed

Mandatory

 

Last Name

Text Filed

Mandatory

 

Gender

Drop Down

Optional

 

How did you hear about us?

Drop Down

Optional

 

Referred From

Text Field

Optional

 

Industry

Drop Down

Optional

 

Company Name

Text Field

Optional

 

Job Title

Text Field

Optional

 

Company Email

Text Field

Mandatory

This is the username of the learner.

Company Phone

Text Field

Optional

 

Mobile Number

Text Field

Optional

 

Street Address

Text Field

Optional

 

Suburb

Text Field

Optional

 

Postcode

Text Field

Optional

 

State

Text Field

Optional

 

Country

Drop Down

Optional

 

Password

Text Field

Mandatory

Adhere to the password policy mentioned in the application.

Confirm Password

Text Field

Mandatory

 

 

Note: The group admins can create users for their own group only.

 

Re-set Password of Learner

As a group admin, you can reset a learner's password by editing their profile in the Learner Directory module.

Assigning User Roles and Permissions

The Learner Directory allows you to change users' roles and permissions between Admin and Learner user.

 

To modify a user's role, start by selecting the learner(s) from the list, then specify their role as either 'Learner' or 'Admin.'
Once this selection is made, the user's role will be promptly updated, reflecting the changes you've made. This feature gives you precise control over user roles, ensuring that users have the appropriate permissions for their responsibilities.

User Account Deactivation and Deletion

The Learner Directory provides you with the ability to manage user account activation and deactivation within your group.

To perform this action, start by selecting the learner(s) from the list. Then, specify the desired account status as either "Activate" or "Deactivate.

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